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Smith & Williamson Fixed Interest Fund A Inc

Ranked 106 out of 113 in - Sterling Corporate Bond over 12 months
All calculations are in GBP unless stated

Managed by

John Anderson

John Anderson acquired his taste for fixed interest investments in 1984 with British Rail Pension funds, where he worked as a trainee fund manager. In 1986 he got his first senior fund management role with Co-operative Bank and went on to become an investment director at the group and an instrumental figure in the establishment of Co-operative Investment Management, the fund management arm of the group. Anderson joined National Provident Institution (NPI) in 1992 and was quickly promoted to head of fixed interest and treasury, a position he held for five years before joining BWD Rensburg Unit Trust Managers. He then joined Gartmore in July 2009 where he spent nearly two years before joining JP Morgan in April 2011. John joined the fixed income team at Smith and Williamson in 2014. Born in September 1960, Anderson is a graduate in Business Studies from Thames Valley University.


The objective of the Fund is to achieve a high income through investing primarily in bonds. The The Manager may invest in transferable securities, including warrants, in UK and other exchanges as well as collective investment schemes, money market instruments, deposits and cash and near cash. The Managers policy in order to achieve the Fund's objective will be to invest primarily in corporate bonds, other fixed interest securities (including gilts and permanent interest bearing securities (PIBs) without geographic restriction and preference shares in UK and European Community companies.

Showing fund performance in United Kingdom View performance globally


Sterling Corporate Bond over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.3% -0.3% -0.1%
2016 9.1% 2.8% 3.0% 5.4% -2.2%
2015 -1.7% 2.4% -3.8% 0.3% -0.5%
2014 10.5% 2.6% 3.1% 1.2% 3.2%
2013 -3.3% 1.4% -5.4% 0.8% 0.0%
2012 9.8% 0.5% 3.4% 3.2% 2.3%
2011 15.0% 0.6% 2.6% 5.1% 6.0%
2010 9.0% 4.2% 2.7% 5.9% -3.9%
2009 8.8% -0.5% 2.8% 8.1% -1.7%
2008 -3.0% -1.2% -0.8% -0.9% -0.1%
2007 2.1% 0.3% -1.1% 1.7% 1.3%
2006 -3.2% -1.9% -4.8% 4.7% -1.0%
2005 9.0% 0.1% 5.7% 1.6% 1.3%
2004 7.6% 0.1% -1.2% 3.7% 5.0%
2003 6.0% 0.0% 6.2% -1.2% 1.1%
2002 7.4% -0.6% 3.3% 3.3% 1.2%
2001 3.4% -0.7% 0.4% 2.4% 1.3%
2000 9.0% 0.9% 0.4% 1.7% 5.9%
1999 -1.2% -2.5% -0.2% -2.2% 3.7%
1998 19.7% 2.4% 4.4% 4.6% 7.0%
1997 14.2% 3.9% 2.9% 3.7% 3.2%
1996 7.1% -1.7% 2.9% 2.7% 3.1%
1995 3.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/05/1995
  • Share Class size45Mn
  • Base currencyGBP
  • ISIN GB0008193038

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0


  • Annual management1.00%
  • Initial investment5

Related News

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John Anderson took over the Fixed Interest Trust last August and has adopted a more flexible approach. 

S&W hires ex-JPM veteran for fixed income trust

John Anderson managed JPMorgan's Sterling Corporate Bond fund.

Smith & Williamson launches global bond fund for Lynas

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Smith & Williamson AAA-rated duo: the perfect fund for these times?

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Smith & Williamson opens eight funds to wealth managers

Smith & Williamson Investment Management made eight more of its fund range more accessible to wealth managers through the introduction of institutional share classes.  

Bond managers come unstuck in tough 2007

It has been far from a vintage year in the UK corporate bond sector with even the best in the field, John Anderson’s Rensburg Corporate Bond fund, returning just 5.8% during 2007

Sectorwatch: Nucleus powers ahead in corporate bonds

UK Corporate Bond managers have endured another tricky year, with the average manager in the sector posting a negative return of -0.14%.

Smith & Williamson may split Fixed Interest fund

Smith & Williamson’s Nucleus Fixed Interest fund may be split in half next year having combined two very different mandates over the past 12 months.

Sector Watch: Corporate bonds suffer bumpy quarter

Many of the leading UK corporate bond managers’ failed to capitalize on May’s equity downturn, despite the sector being seen as a safe haven in times of market turmoil.

Party's over for bonds, says S&W manager

'Bonds are not where the party is,' says Smith & Williamson bond fund manager Chris Lynas, adding his voice to the debate over whether investors should be piling into fixed interest funds, writes Phil Cain.


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