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Royal London Sterling Extra Yield Bond A

Ranked 2 out of 56 in - Sterling Strategic Bond over 12 months
All calculations are in GBP

Managed by

Eric Holt

Born in 1951 in the English town of Rochdale, north of Manchester, Eric Holt obtained his degree in mathematics from Nottingham University. He began his career in 1979 with Refuge Assurance, which was subsequently acquired by Royal London. As head of credit, Eric has increased his focus on the increased volatility and limited liquidity since the recent credit crunch. He adopts a top-down view in portfolio management with cash used tactically and currency forwards playing a limited part in his strategy. Eric is an associate of the Institute of Actuaries and outside of work he enjoys motorcycling, scuba diving and walking.

Objective

The Fund's objective is to achieve a high level of income. The Fund seeks to achieve a gross redemption yield of 1.25 times the gross redemption yield of the FTSE Actuaries British Government 15 Year index.

Performance

Sterling Strategic Bond over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 8.2% 4.4% 3.0% 0.5%
2013 11.8% 5.8% -0.6% 3.0% 3.3%
2012 22.8% 6.7% 0.8% 6.8% 6.9%
2011 4.3% 6.4% 3.2% -5.8% 0.7%
2010 19.1% 8.2% 0.7% 7.4% 1.8%
2009 26.2% -15.8% 14.1% 19.7% 9.8%
2008 -33.1% -6.7% 0.1% -7.1% -22.9%
2007 1.9% 1.2% -0.2% -0.3% 1.3%
2006 5.7% 1.6% -0.5% 2.8% 1.7%
2005 12.2% 1.8% 4.6% 2.6% 2.7%
2004 14.1% 2.3% 0.6% 5.4% 5.2%
2003 11.5% 4.5% 2.4% 4.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date14/04/2003
  • Share Class size337Mn
  • Base currencyGBP
  • ISIN IE0032571485

Purchase Info

  • Min. initial investment100,000
  • Min. additional investment0

Charges

  • Annual management0.8%
  • Initial investment0

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