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Old Mutual Monthly Income Bond A Acc

Ranked 46 out of 60 in - Sterling Strategic Bond over 12 months
All calculations are in GBP unless stated

Managed by

Lloyd Harris

Objective

The fund aims to maximise total returns by investing primarily in a diversified portfolio of fixed, variable and zero rate bond investments, including convertible securities. There are no specific restrictions as to the economic sectors or geographic areas that the fund may invest in.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling Strategic Bond over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.9%
2017 6.0% 2.3% 1.4% 1.0% 1.2%
2016 7.3% 1.2% 2.1% 5.1% -1.2%
2015 -3.1% 4.0% -2.2% -5.6% 1.0%
2014 1.6% 2.6% 2.1% -2.9% -0.2%
2013 9.3% 1.2% -1.2% 4.5% 4.6%
2012 23.6% 6.2% 2.1% 6.3% 7.3%
2011 -5.2% 0.9% -2.8% -4.3% 1.0%
2010 12.0% 5.8% 1.2% 5.9% -1.2%
2009 61.3% -2.3% 35.1% 19.7% 2.0%
2008 -41.4% -7.6% 1.5% -13.2% -28.0%
2007 0.1% 1.4% -0.1% -0.5% -0.7%
2006 6.8% 1.8% -0.7% 3.3% 2.3%
2005 7.4% 0.4% 2.8% 2.9% 1.1%
2004 3.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/09/2004
  • Share Class size07Mn
  • Base currencyGBP
  • ISIN GB00B1XG6Z87

Purchase Info

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

Charges

  • Annual management1.25%
  • 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).