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Schroder ISF Global Bond GBP I Acc

Ranked 85 out of 112 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Paul Grainger

Bob Jolly

Bob Jolly is a veteran portfolio manager and head of global macro strategy at Schroders having joined the company in 2011. Previously he worked as head of currency, UK fixed income and global sovereign portfolio management at UBS Global Asset Management. Prior to UBS, Jolly spent over two decades at Gartmore Investment Management where he became head of UK, global and structured fixed income portfolio construction. He also spent two years at SEI developing customised solutions for institutional pension fund clients. In his bond strategy he focuses on an active and fundamental approach. He is CFA charterholder, and is based in London.

James Lindsay-Fynn

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 aims to provide a return of capital growth and income primarily through investment in a portfolio of bonds and other fixed and floating rate securities (including, but not limited to, ABS and MBS) denominated in various currencies issued by governments, government agencies, supranational and corporate issuers worldwide. The Fund also has the flexibility to implement active currency positions through currency forwards or via the above instruments. A maximum of 20% of the net assets of the Fund can be invested in securities with a credit rating below investment grade.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/11/2016 - 30/11/2017
  • Rank 85/112 Total Return
  • Rank 92/112 Standard Deviation
  • Rank 95/112 Max Drawdown
Fund Name Currency Return
83 Invesco Bond C Acc GBP GBP

-0.3%

84 Goldman Sachs Glo Strat Inc Bond Pf P GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.4%

85 Schroder ISF Global Bond GBP I Acc GBP

-0.4%

86 GAM Star Cat Bond GBP Acc GBP

-0.5%

87 European Wealth Sterling Bond A Acc GBP GBP

-0.7%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.2% -0.4% -1.8%
2016 23.7% 8.5% 10.1% 5.4% -1.7%
2015 0.8% 3.2% -7.5% 3.9% 1.5%
2014 8.0% 2.1% 0.2% 3.8% 1.8%
2013 -3.6% 5.0% -2.6% -3.6% -2.3%
2012 0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. Finland
  4. France
  5. Germany
  6. Gibraltar
  7. Greece
  8. Iceland
  9. Ireland
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Poland
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date19/09/2012
  • Base currencyGBP
  • ISIN LU0823954150

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Initial investment0

Related News

Schroders' Gartside welcomes Greece deal

Schroders global bond manager Nick Gartside has welcomed news that EU leaders are nearing a deal on Greek aid and has reemphasised his bullish view on the country's debt.

Investment Line: How to play the Greek debt crisis

The great Hellenic debt headache continues to be a source of volatility but it is also throwing up a number of investment opportunities

Greece: the euro's Lehman moment

The crisis that has overtaken the Greek economy has spooked investors and raised broader fears about the future of the eurozone. But some very credible people are buying Greek bonds. Are they right?

Greece is Europe's best bet for Schroders' Gartside

Bond manager Nick Gartside is not impressed by the current state of major European economies but is buying bonds in the one country where he sees an opportunity - troubled Greece.

The UK set for big inflation shock, warns Schroders bond manager

Inflation will start to rise during 2010 and will go higher than most people expect, says Schroders global bond manager Nick Gartside.

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