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

Schroder Gilt and Fixed Interest

Ranked 12 out of 35 in - UK Gilt over 12 months
All calculations are in GBP unless stated

Managed by

Tom Sartain

Tom Sartain, CFA is a UK & European rates portfolio manager in the multi-sector team at Schroders Investment Management based in London. Thomas joined Schroders in 2005 as fund manager’s assistant on the global fixed income desk and prior to this, he was with the Royal Bank of Scotland. He graduated from the University of Reading with a BA (Hons) in Management and Business Administration.

Objective

The fund's investment objective is to achieve a high level of income with the potential for capital growth, from investment in a diversified portfolio of sterling denominated fixed interest securities. Investments will include British and other government securities, corporate obligations, Eurobonds, local authority loans, money market deposits and other sterling denominated fixed interest securities. Investment will be in directly held transferable securities. The fund may also invest in collective investment schemes, warrants and money market instruments.

Showing fund performance in United Kingdom View performance globally

Performance

UK Gilt over : 31/03/2015 - 31/03/2016

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 4.6%
2015 0.3% 2.0% -3.4% 2.8% -1.0%
2014 13.2% 2.2% 1.1% 3.4% 5.9%
2013 -4.7% 0.5% -3.8% 0.3% -1.7%
2012 2.8% -1.6% 3.3% 1.6% -0.6%
2011 13.7% -0.3% 1.7% 6.7% 5.1%
2010 5.6% 1.1% 3.4% 3.5% -2.4%
2009 -0.8% -0.4% -1.7% 3.3% -2.0%
2008 11.4% 1.7% -6.1% 4.9% 11.2%
2007 4.8% -0.5% -2.3% 3.7% 4.0%
2006 0.1% -0.6% -1.6% 3.4% -1.0%
2005 7.7% 0.2% 4.7% 0.6% 2.0%
2004 5.3% 1.3% -1.3% 3.0% 2.3%
2003 2.6% 1.6% 1.5% -1.1% 0.6%
2002 8.1% -0.5% 2.7% 5.4% 0.3%
2001 3.3% 0.9% -2.2% 4.4% 0.2%
2000 10.2% 1.9% 1.3% 1.2% 5.5%
1999 -2.6% -0.1% -2.9% -1.7% 2.2%
1998 20.3% 4.4% 1.4% 8.7% 4.6%
1997 15.8% 1.6% 5.0% 6.2% 2.3%
1996 7.9% -3.1% 3.3% 5.3% 2.2%
1995 6.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/10/1989
  • Share Class size142Mn
  • Base currencyGBP
  • ISIN GB0007647489

Purchase Info

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

Charges

  • Annual management0.50%
  • Initial investment0

Related News

Santander hires ex-Schroders bond man Scammell

David Scammell, who left Schroders earlier this year, has joined Santander Asset Management as a senior sovereign bond fund manager.

Schroders' interest rate chief Scammell exits

David Scammell, head of UK and European interest rate strategies, has left the asset manager. 

Hold or Fold?: The gilt and fixed interest funds of M&G and Schroder under review

Our advisers weigh up two gilt and fixed interest funds, and find that M&G’s established position gives it the edge over Schroders’, which has suffered long-term outperformance. Tim Cooper reports.

Bond manager Argyle quits Schroders

Schroders is to lose another bond fund manager with the departure of Andrew Argyle next month.

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