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Old Mutual Monthly Income Bond A Acc

Ranked 30 out of 59 in - Sterling Strategic Bond over 12 months
All calculations are in GBP unless stated

Managed by

Tim Barker


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 : 28/02/2017 - 28/02/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
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


  • Annual management1.25%
  • Initial investment3.5

Related News

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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.

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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).