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Schroder Corporate Bond

Ranked 13 out of 108 in - Sterling Corporate Bond over 12 months
All calculations are in GBP

Managed by

Alix Stewart

Corporate bond fund manager Alix Stewart currently works at Schroders. Armed with a degree in economics and mathematics from the University of Leeds, Alix began her financial career as an actuarial student at Scottish Mutual. She was appointed senior portfolio manager for corporate bonds at Gartmore in December 2003. She joined Scottish Widows Investment Partnership in January 2006, and later joined UBS. Outside of work, Alix is a keen football fan who counts ‘travelling with the Tartan Army,’ Persian cats and horse riding among her interests.

Objective

To achieve a high level of income from a diversified portfolio of fixed interest securities. It will invest in fixed interest securities, principally corporate bonds and convertible bonds issued by UK companies, as well as British Government securities. The scheme may also include euro sterling issues, preference shares, non sterling denominated fixed interest securities, and other fixed interest issues.

Performance

Sterling Corporate Bond over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 7.5% 2.8% 2.2% 2.3%
2013 3.4% 1.7% -2.5% 2.7% 1.5%
2012 15.9% 4.8% 1.0% 6.6% 2.7%
2011 -3.4% 3.4% -0.6% -7.7% 1.9%
2010 5.3% 5.9% -5.3% 5.9% -1.0%
2009 20.4% -2.5% 9.2% 10.8% 2.1%
2008 -4.8% -3.7% -4.6% 0.4% 3.2%
2007 1.4% 0.1% -2.4% 1.1% 2.5%
2006 0.9% -0.5% -1.4% 2.6% 0.2%
2005 7.9% 0.2% 4.7% 0.7% 2.1%
2004 6.0% 0.5% -1.3% 3.5% 3.4%
2003 6.8% 0.6% 4.3% 0.4% 1.4%
2002 6.2% 0.2% 1.7% 3.1% 1.2%
2001 6.3% 1.8% -0.6% 2.8% 2.2%
2000 6.6% 0.2% -0.3% 1.8% 4.8%
1999 -0.8% -0.2% -1.4% -1.8% 2.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date15/02/1999
  • Share Class size53Mn
  • Base currencyGBP
  • ISIN GB0004433594

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment50

Charges

  • Annual management1.0%
  • 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).