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Old Mutual Monthly Income Bond A Acc

Ranked 11 out of 57 in - Sterling Strategic Bond over 12 months
All calculations are in GBP

Managed by

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.

Objective

To maximise total return through investment in a diversified portfolio of fixed interest and other debt securities.

Performance

Sterling Strategic Bond over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 4.6% 2.6% 2.1% -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% 3.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/09/2004
  • Share Class size35Mn
  • Base currencyGBP
  • ISIN GB00B1XG6Z87

Purchase Info

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

Charges

  • Annual management1.3%
  • Initial investment3.5

Related News

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.

OMAM's Johnson says there is still value in high yield

The Old Mutual Dynamic Bond fund manager says investment grade credit is overbought and high yield remains attractive on a multi-year view

Ashton Bradbury on consumer stocks: consensus is not always wrong

Old Mutual Asset Managers head of equities has in the past rewarded investors through his contrarian views but he points out sometimes it pays to follow the crowd.  

...more...

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