Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

PFS TwentyFour Monument Bond A Acc

Ranked 100 out of 123 in - Global over 12 months
All calculations are in GBP unless stated

Objective

The Fund aims to provide an attractive level of income relative to prevailing interest rates whilst maintaining a strong focus on capital preservation. The fund will invest in a diversified portfolio of UK, European and Australian residential mortgage-backed securities (RMBS).

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/12/2014 - 31/12/2015
  • Rank 100/123 Total Return
  • Rank 9/123 Standard Deviation
  • Rank 45/123 Max Drawdown
Fund Name Currency Return
98 FP Russell Defensive Assets A Acc GBP

-2.1%

99 Franklin Global Aggregate Bond A (Qdis) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.1%

100 PFS TwentyFour Monument Bond A Acc GBP

-2.2%

101 Russell IC Global Credit GBPH-U Income

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.3%

102 NatWest Global Investment Grade Bond S2 GBP

-2.6%

102 Calamos Global High Income I GBP Dis GBP

-2.6%

Fund Name Currency Risk
7 BGF Fixed Income Gbl Opportunities D2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

1.4

8 WMP (Dub) Global Credit Buy&Maintain S GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

1.6

9 PFS TwentyFour Monument Bond A Acc GBP

1.6

10 UBAM Global Credit Opportunities APHC-GBP Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

1.8

11 Resolution (Irl) UK Fixed Income Fund GBP Ba GBP

1.9

Fund Name Currency Loss
43 Invesco Perpetual Glbl Financial Cap Acc GBP

-3.3%

44 F&C Macro Global Bond £ A GBP Inc GBP

-3.3%

45 PFS TwentyFour Monument Bond A Acc GBP

-3.3%

46 Amundi Fds Bond Global Aggregate - RHG (C)

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.3%

46 JPM Global ex-UK Bond A Acc GBP

-3.3%

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
2015 -2.2% 0.2% -1.2% -1.7% 0.6%
2014 4.7% 2.1% 2.1% 0.6% -0.2%
2013 5.0% 1.3% -0.1% 1.2% 2.5%
2012 15.4% 4.5% 0.1% 7.1% 3.0%
2011 -5.8% 0.5% 0.3% -4.8% -1.9%
2010 3.7% 2.5% -0.7% 1.5% 0.4%
2009 2.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date13/08/2009
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN GB00B3VH8W86

Purchase Info

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

Charges

  • Annual management1.15%
  • Initial investment5

Related News

TwentyFour AM to broaden Monument fund's mandate

Fixed income boutique aiming to give £225 million bond fund greater flexibility.

OakTree Wealth’s Brady: the party is over

OakTree Wealth Management founder Ian Brady traded emerging market exposure ahead of this summer slide for European and US equities, but is wary about the current run in risk assets.

Bond blow-out: The yield spike explained

In a guest Investment Line Mark Holman, manager of the Monument Bond Fund, explains why last week's yield spike is part of an ongoing trend in which US, German and Japanese debt yields have risen by almost 30%.

TwentyFour plans Dynamic Bond fund to protect against rate rises

TwentyFour is launching a flexible bond strategy which they hope will offer downside protection as bond prices fall on the back of rising interest rates.

Investment Line: House price tumble could be next bombshell for banks

QE has helped prop UK banks but a double dip in residential property prices would keep full loan payment rates at depressed levels, putting further strain on lenders' coffers and potentially funds investing in RMBS.  

Our report card on Psigma's private client performance

Citywire unveils Psigma's one, three and five-year private client performance figures.

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