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Schroder Gilt and Fixed Interest

Ranked 14 out of 32 in - UK Gilt over 12 months
All calculations are in GBP unless stated

Managed by

Paul Grainger

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 : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.1%
2017 1.5% 1.7% -1.5% -0.7% 2.2%
2016 9.8% 4.6% 5.4% 4.3% -4.5%
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 7.6% -3.3% 3.3% 5.3% 2.2%
1995 17.6% 3.6% 1.2% 5.0% 6.8%
1994 -10.4% -9.0% -4.6% 0.9% 2.4%
1993 22.4% 3.8% 1.6% 7.5% 8.0%
1992 15.3% 1.0% 6.3% -0.3% 7.8%
1991 14.3% 5.7% -0.3% 7.8% 0.7%
1990 6.4% -8.6% 6.9% 0.9% 8.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/10/1989
  • Share Class size116Mn
  • Base currencyGBP
  • ISIN GB0007647489

Purchase Info

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

Charges

  • Annual management0.50%
  • Initial investment0.5

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