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Threadneedle European Corp Bd Ret Net Acc GBP

Ranked 7 out of 15 in - Euro Corporates over 12 months
All calculations are in GBP unless stated

Managed by

Alasdair Ross

Alasdair Ross was born in 1978 in London. He joined Columbia Threadneedle in 2003 as an investment analyst. Prior to this, he was on the commercial graduate programme at BP plc. Alasdair earned his degree in Politics, Philosophy and Economics from Oxford University and is a Chartered Financial Analyst and holds memberships of UKSIP and the CFA Institute. Outside of fund management his interests include golf, tennis, soccer, chess and reading.

Objective

The aim of the Fund is to achieve total return. The Fund will invest in a managed portfolio of fixed interest securities which are primarily Euro denominated. The portfolio will consist primarily of a broad range of investment grade corporate fixed interest investments in companies domiciled in Europe or which have significant European operations.

Showing fund performance in United Kingdom View performance globally

Performance

Euro Corporates over : 31/03/2017 - 31/03/2018
  • Rank 7/15 Total Return
  • Rank 14/15 Standard Deviation
  • Rank 15/15 Max Drawdown
Fund Name Currency Return
5 Vontobel Fund EUR Corporate Bond Mid Yield HN Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

3.5%

6 Fidelity Funds - Euro Corporate Bond Y-QDIST-GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

3.3%

7 Threadneedle European Corp Bd Ret Net Acc GBP GBP

3.2%

8 OYSTER European Corporate Bonds R GBP D HP

Currency exposure is hedged

Currency exposure is hedged

GBP

3.1%

9 BGF Euro Corporate Bond A2 GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

2.8%

Fund Name Currency Loss
11 EdR Investment Grade Credit A-GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.5%

12 Morgan Stanley Euro Corporate Bond AX GBP GBP

-4.8%

13 Capital Group Euro Corporate Bond (LUX) B GBP GBP

-5.0%

14 Aberdeen Euro Corporate Bond A Inc GBP

-5.2%

15 Threadneedle European Corp Bd Ret Net Acc GBP GBP

-5.3%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.9%
2017 5.2% 0.1% 2.8% 1.4% 1.0%
2016 22.6% 10.0% 6.8% 6.3% -1.7%
2015 -6.4% -5.2% -4.6% 3.5% -0.1%
2014 0.9% 1.9% -1.0% -1.3% 1.4%
2013 4.8% 4.8% 0.1% -1.0% 0.9%
2012 12.7% 6.0% -3.0% 4.1% 5.2%
2011 -1.8% 3.9% 3.5% -7.1% -1.7%
2010 2.0% 4.3% -9.0% 9.6% -1.9%
2009 14.5% -6.3% 4.1% 17.0% 0.4%
2008 10.7% 5.9% -1.6% -5.3% 12.1%
2007 6.5% 1.8% -2.3% 3.3% 3.7%
2006 -2.5% -0.1% -2.0% 0.7% -1.1%
2005 -0.3% -2.1% 0.1% 2.3% -0.6%
2004 6.5% -3.0% -0.6% 5.2% 5.1%
2003 15.7% 8.1% 3.8% 1.6% 1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Ireland
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Portugal
  12. Singapore
  13. Spain
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date22/10/2002
  • Share Class size169Mn
  • Base currencyGBP
  • ISIN GB0032133448

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment500

Charges

  • Annual management1.00%
  • Initial investment3.75

Related News

Threadneedle launches global corporate bond fund for A-rated Ross

The low yield environment has encouraged Threadneedle to launch the fund for Alasdair Ross.

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