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Smith & Williamson Short Dated Corporate Bond A

Ranked 5 out of 7 in - Sterling Short Term over 12 months
All calculations are in GBP

Managed by

Christopher Lynas

Fixed Income specialist Christopher Lynas focuses on credit and duration management for his Fixed Interest fund and various segregated portfolios. Born in Northern Ireland in September 1964, Lynas studied Chemistry at Imperial College, London and started out in the City with Hoare Govett in 1986, firstly in the back office and then the dealing desk, before he was promoted to private client manager. In July 1990 he joined Smith & Williamson and is a director at the group.

Ian Kenny

Born in Surrey in 1975, Ian Kenny gained a BSc in Human Geography and an MSc in International Business & Economic Development from the University of Reading. He is a member of the CFA Institute, Chartered Institute for Securities & Investment (CISI) and Association of Chartered Certified Accountants (ACCA). Ian joined Smith & Williamson in September 1997 where he was responsible for unit trust accountancy. He is currently an associate director and manages short dated corporate bond funds.

Objective

The investment objective of the fund is to achieve income returns greater than UK Base Rate through investment predominantly, in a variety of short-dated investment grade corporate bonds.

Performance

Sterling Short Term over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 1.5% 0.9% 0.6% -0.1%
2013 -1.7% 0.0% -1.9% 0.6% -0.4%
2012 4.2% 1.3% 1.0% 1.8% 0.1%
2011 3.6% -0.5% 1.9% 1.7% 0.6%
2010 5.1% 2.6% 1.1% 2.1% -0.8%
2009 4.5% -0.1% 3.4% 1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date29/04/2009
  • Share Class size14Mn
  • Base currencyGBP
  • ISIN IE00B3VFH812

Purchase Info

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

Charges

  • Annual management1.0%
  • Initial investment5

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