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Old Mutual Global Strategic Bond

Ranked 88 out of 135 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Mark Nash

Mark Nash is head of Global Bonds at Old Mutual Global Investors having joined the group from Invesco in 2016. He spent 15 years at Invesco Asset Management and has a BSc in chemistry and material engineering from Nottingham University. He is also a CFA Charterholder.

Objective

To produce an attractive level of income together with capital appreciation by investing in a diversified international portfolio of fixed and variable rate bond investments, including convertible securities. The fund will vary the currencies in which it invests to enable it to achieve its objective.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/10/2015 - 31/10/2016
  • Rank 88/135 Total Return
  • Rank 48/135 Standard Deviation
  • Rank 41/135 Max Drawdown
Fund Name Currency Return
86 Royal London International Government Bond B Inc GBP

4.7%

87 GSLIF Gl Multi-Sector Credit Pf (Lux) I GBP-H QDis

Currency exposure is hedged

Currency exposure is hedged

GBP

4.6%

88 Old Mutual Global Strategic Bond A Inc GBP

4.6%

89 Wellington Global Bond GBP S Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

4.6%

90 Henderson HF Total Return Bond Z2 GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

4.6%

Fund Name Currency Risk
46 FP SCDavies Global Fixed Income GBP Acc GBP

3.3

47 JPM Global ex-UK Bond A Acc GBP

3.4

48 Old Mutual Global Strategic Bond A Inc GBP

3.4

49 RBC Funds (Lux) Global Bond O GBP Dis H

Currency exposure is hedged

Currency exposure is hedged

GBP

3.5

50 MITwentyFour Monument Bond A Acc GBP

3.5

Fund Name Currency Loss
39 CF Canlife Global Bond B Acc GBP

-1.4%

40 JPM Aggregate Bond C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.4%

41 Old Mutual Global Strategic Bond A Inc GBP

-1.4%

41 Barclays GlobalBeta Portfolio 1 AA GBP GBP

-1.4%

43 Wellington Global Bond GBP S Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.5%

43 Aviva Investors Global Aggregate MoM 1 SC 2 GBP

-1.5%

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 3.0% 2.4% 1.0%
2015 -4.8% 3.8% -4.6% -3.5% -0.4%
2014 -2.4% -2.6% -1.3% 1.3% 0.2%
2013 -1.2% 4.2% -5.1% -0.6% 0.5%
2012 5.5% 0.6% 3.5% -0.9% 2.2%
2011 3.5% -0.5% -0.7% 5.0% -0.2%
2010 11.4% 5.6% 3.3% 6.1% -3.7%
2009 15.4% -0.7% 3.7% 14.7% -2.2%
2008 25.1% 5.8% -2.1% 3.3% 16.9%
2007 6.8% 1.3% -3.1% 4.2% 4.4%
2006 -4.3% -0.8% -2.5% 1.0% -2.1%
2005 5.4% -0.9% 3.6% 1.8% 0.9%
2004 3.9% -1.5% -1.6% 4.4% 2.7%
2003 6.3% 5.6% 2.7% -1.0% -1.1%
2002 10.9% 0.8% 5.0% 1.3% 3.5%
2001 6.2% 4.0% 0.1% 2.1% -0.1%
2000 12.4% 0.2% 6.1% 0.8% 4.9%
1999 -4.2% -0.3% -2.3% -3.2% 1.7%
1998 13.2% 3.1% 2.5% 2.5% 4.5%
1997 11.9% 0.9% 4.4% 4.8% 1.5%
1996 5.6% -1.2% 2.5% 2.8% 1.5%
1995 6.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date29/11/1991
  • Share Class size13Mn
  • Base currencyGBP
  • ISIN GB00B1XG7L17

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment250

Charges

  • Annual management1.00%
  • Initial investment3.5

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).