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SWIP Strategic Bond

Ranked 21 out of 57 in - Sterling Strategic Bond over 12 months
All calculations are in GBP

Managed by

Roger Webb

Cumbrian-born Roger Webb casts his eye across a wide range of criteria when selecting corporate bonds, including sector trends and business and financial profiles. Webb applies this strategy to the Norwich Higher Income Plus fund, Norwich Distribution and Norwich Managed High Income funds. He is also responsible for a significant amount of money held in pension funds. Webb started out in Norwich Union‘s venture capital division and then moved into bond fund management with NU’s Spanish operation, Plus Ultra. He returned to the UK in 1996 managing gilt portfolios before moving to NU’s corporate bond team in 1997.

Luke Hickmore

Objective

The Fund aims to provide a total return by investing in a portfolio of global debt instruments. At any time the Fund will have at least 80% of its assets in sterling denominated securities, non-sterling denominated securities hedged back to sterling or in any combination of both.

Performance

Sterling Strategic Bond over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 5.7% 2.6% 2.5% 0.5%
2013 5.3% 2.1% -1.5% 2.8% 1.9%
2012 17.3% 6.0% 0.6% 4.7% 5.0%
2011 1.8% 4.0% 0.9% -5.5% 2.7%
2010 4.0% 4.9% -0.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Spain
  2. United Kingdom

Fund Info

  • Launch date14/06/2010
  • Share Class size137Mn
  • Base currencyGBP
  • ISIN GB00B3TZSB32

Purchase Info

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

Charges

  • Annual management1.3%
  • Initial investment3.75

Related News

Don't hold out for ECB-led QE next week

Strategic bond manager Luke Hickmore expects a downside surprise from next week's central bank meeting.

Swip: why corporate bonds look attractive in an inflationary world

Swip bond manager Luke Hickmore analyses the threat inflation poses to his asset class.

Swip’s Luke Hickmore on the inflation and interest rate dilemma

Luke Hickmore, fund manager on the Swip Strategic Bond fund, believes interest rates are to be hiked within 12 months.

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