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PFS TwentyFour Dynamic Bond A Ret Acc

Ranked 14 out of 120 in - Global over 12 months
All calculations are in GBP

Objective

The Dynamic Bond Fund aims to provide an attractive level of income along with an opportunity for capital growth, by investing in a broad range of bonds and fixed income assets.

Performance

Global over : 31/07/2014 - 31/07/2015
  • Rank 14/120 Total Return
  • Rank 37/120 Standard Deviation
  • Rank 10/120 Max Drawdown
Fund Name Return
12 PIMCO GIS Global Bond Inst GBP Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

5.3%

13 SEI SGMF Global Fixed Income Hdgd GBP Inst H

Currency exposure is hedged

Currency exposure is hedged

5.2%

14 PFS TwentyFour Dynamic Bond A Ret Acc

5.0%

15 Aviva Investors Global Fixed Income Hedged SC 3

Currency exposure is hedged

Currency exposure is hedged

4.9%

16 Scottish Widows Cautious Portfolio A Acc

4.8%

Fund Name Loss
8 CS (Lux) Global Securitized Bond Fund IBH GBP

Currency exposure is hedged

Currency exposure is hedged

-0.9%

9 Dimensional Global Short Fixed Income GBP Dis

-0.9%

10 PFS TwentyFour Dynamic Bond A Ret Acc

-0.9%

11 Hermes Multi Strategy Credit F GBP Dist Hedged

Currency exposure is hedged

Currency exposure is hedged

-1.0%

12 FP Russell Defensive Assets A Acc

-1.1%

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 4.4% -0.6%
2014 6.4% 3.0% 3.4% -0.8% 0.8%
2013 10.1% 2.1% -1.2% 4.1% 5.0%
2012 23.8% 10.8% -1.3% 6.8% 6.0%
2011 -2.4% 3.1% 0.1% -8.9% 3.8%
2010 2.1% -0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date19/04/2010
  • Share Class size13Mn
  • Base currencyGBP
  • ISIN GB00B5KPRZ34

Purchase Info

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

Charges

  • Annual management1.3%
  • Initial investment5

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