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PFS TwentyFour Dynamic Bond A Ret Acc

Ranked 33 out of 114 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 : 30/04/2014 - 30/04/2015
  • Rank 33/114 Total Return
  • Rank 40/114 Standard Deviation
  • Rank 29/114 Max Drawdown
Fund Name Return
31 Capital Group Global Bond (LUX) A GBP

6.5%

32 PIMCO Select Global Bond Ret GBP Acc

6.5%

33 PFS TwentyFour Dynamic Bond A Ret Acc

6.4%

34 JPM Aggregate Bond C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

6.4%

35 BGF World Bond X2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

6.4%

Fund Name Risk
40 Waverton Global Bond A GBP

0.8

40 PFS TwentyFour Dynamic Bond A Ret Acc

0.8

42 Russell IC Global Credit GBPH-U Income

Currency exposure is hedged

Currency exposure is hedged

0.9

Fund Name Loss
29 PFS TwentyFour Dynamic Bond A Ret Acc

-0.8%

30 JPM Aggregate Bond C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

-0.8%

30 Wellington Global Bond S Hedged GBP

Currency exposure is hedged

Currency exposure is hedged

-0.8%

30 Aviva Investors Global Aggregate MoM 1

-0.8%

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 4.4%
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 size12Mn
  • 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).