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Old Mutual Monthly Income Bond A Acc

Ranked 14 out of 61 in - Sterling Strategic Bond over 12 months
All calculations are in GBP unless stated

Managed by

Tim Barker

Christine Johnson

Christine Johnson is head of fixed income and a fund manager at Old Mutual Global Investors. She started as a credit analyst at Royal & Sun Alliance in 2000, one year later she moved to Investec as a high yield bond fund manager. In 2004, Christine moved to Halbis and served as a senior fund manager until she joined Old Mutual in 2010. Christine holds a degree in Economics from Manchester University. She likes skiing and competitive offshore sailing during her spare time.


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


Sterling Strategic Bond over : 31/01/2016 - 31/01/2017
  • Rank 14/61 Total Return
  • Rank 33/61 Standard Deviation
  • Rank 39/61 Max Drawdown
Fund Name Currency Risk
31 Henderson Preference & Bond A Net Inc GBP


32 M&G Optimal Income A Inc GBP


33 Old Mutual Monthly Income Bond A Acc GBP


34 Aviva Investors Managed High Income SC 1 Inc

Currency exposure is hedged

Currency exposure is hedged



34 Man GLG Strategic Bond Retail Acc A GBP GBP


Fund Name Currency Loss
37 Aviva Investors Managed High Income SC 1 Inc

Currency exposure is hedged

Currency exposure is hedged



38 MI TwentyFour Dynamic Bond A Ret Acc GBP


39 Old Mutual Monthly Income Bond A Acc GBP


40 Henderson Strategic Bond A Net Inc GBP


41 Old Mutual Voyager Strategic Bond A GBP Inc GBP


Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
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 size09Mn
  • Base currencyGBP
  • ISIN GB00B1XG6Z87

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment250


  • Annual management1.25%
  • Initial investment3.5

Related News

OMGI credit head: time to sharpen the pencils

Tim Barker believes now is the time to differentiate between credits of different qualities.

Christine Johnson steps back from OMGI Corporate Bond fund

Lloyd Harris replaces Johnson on the fund, while Tim Barker becomes head of credit in a reshuffle of OMGI's fixed income desk.

Skandia merges Artemis Strategic Bond mirror into Old Mutual fund

A mirror version of the Artemis Strategic Bond fund run for Skandia is to be closed, with the assets transferred into an Old Mutual product.

Old Mutual to launch high yield fund for bond boss

Old Mutual Global Investors is expanding its bond fund range with plans to launch a Monthly Income High Yield bond fund.

Paying dividends: Is monthly income the future of yield funds?

Wealth Manager considers how frequently funds should be paying dividends

Old Mutual cuts charges in UK fund range overhaul

Old Mutual Global Investors is re-naming its UK domiciled fund range and cutting charges, following the merger of its two UK asset management businesses last year.

Why have Strategic Bond funds failed so badly?

The term ‘strategic bond’ is too easily bandied around as a quick answer to the question of where to turn for income, since the sector’s flexibility to move across fixed interest classes is appealing.

Why high yield debt faces a sharp summer correction

A sharp correction in high yield debt markets is set to occur this summer and could spur yields upwards by as much as 100 basis points (bps), a number of investors are warning.

Omam adds CDS powers to bond funds ahead of key Greek vote

Old Mutual Asset Managers has introduced credit default swaps in its Dynamic and Corporate Bond funds for the first time, ahead of Greece’s austerity measure vote next week.

OMAM's Stephen Snowden rejoins Aegon

(Update) Old Mutual Asset Managers' Stephen Snowden has joined Aegon's fixed income team.


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