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MI TwentyFour Dynamic Bond I Inst AccGr

Ranked 5 out of 59 in - Sterling Strategic Bond over 12 months
All calculations are in GBP unless stated

Managed by

Mark Holman

Mark Holman is one of the founding partners of TwentyFour, and serves as the firm’s CEO. He sits on the firm’s Executive Committee, which has overall responsibility for the day-to-day running of the firm, as well as the Board of Directors, which sets the overall strategy and direction of the business. Holman is also a key member of the firm’s Unconstrained Fixed Income team, which manages strategies including the Dynamic Bond Fund. He is a member of the firm’s Investment Committee. Holman has over 25 years of experience in fixed income markets gained across a variety of senior roles asset management and investment banking, including positions at Barclays Capital, Lehman Brothers and Morgan Stanley.

Gary Kirk

Gary Kirk is one of the founding partners of TwentyFour, and a portfolio manager. He sits on the firm’s Investment Committee, which sets the overall risk bias for the portfolios managed by the firm. Gary’s main responsibility is managing the firm’s Unconstrained Fixed Income team with funds including the Dynamic Bond Fund and Select Monthly Income Fund. Gary has over 28 years of experience in fixed income markets gained across a variety of senior roles in asset management and investment banking, including leadership positions at Daiwa Capital, Royal Bank of Canada, CDC and Wachovia Bank.

Felipe Villarroel

Felipe Villarroel joined TwentyFour in 2011 and is a portfolio manager in the Unconstrained Fixed Income team. Villarroel’s main responsibility is managing funds including the Dynamic Bond Fund and Global Unconstrained Bond. He is also a member of the Investment Committee. Prior to joining TwentyFour, he worked as an asset allocation and strategy analyst at Celfin Capital in Chile, now part of the BTG Pactual group. There, Felipe took an active role in developing the team’s strategic view of the global macro economy and asset classes. He graduated from Pontificia Universidad Catolica de Chile with a Bachelor’s degree in economics and business administration before obtaining a master’s in finance from the London Business School. He is also a CFA charterholder.

Eoin Walsh

Eoin Walsh is one of the founding partners of TwentyFour and a portfolio manager. Eoin’s main responsibility is managing the firm’s Unconstrained Fixed Income team with funds including the Dynamic Bond Fund and Select Monthly Income Fund. He also sits on the firm’s Investment Committee. Eoin has over 18 years of experience in fixed income markets and prior to joining TwentyFour was a portfolio manager at Citigroup Alternative Investments, managing over $75bn of fixed income assets.

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.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling Strategic Bond over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 9.2% 3.4% 2.5% 1.8% 1.3%
2016 6.7% -0.9% 1.4% 5.1% 1.0%
2015 4.9% 4.8% -0.2% -0.9% 1.1%
2014 8.3% 3.5% 3.8% -0.4% 1.2%
2013 12.6% 2.6% -0.7% 4.6% 5.6%
2012 26.9% 11.5% -0.6% 7.4% 6.6%
2011 -0.5% 3.7% 0.7% -8.7% 4.4%
2010 2.4% 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date19/04/2010
  • Share Class size269Mn
  • Base currencyGBP
  • ISIN GB00B5VNH238

Purchase Info

  • Min. initial investment50Mn
  • Min. regular additional investment50,000

Charges

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