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Threadneedle UK Short-Dated Corp Bd Inst Inc Gross

Ranked 2 out of 8 in - Sterling Short Term over 12 months
All calculations are in GBP

Managed by

Alasdair Ross

Alasdair Ross was born in 1978 in London. He joined 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 objective of the Fund is to achieve a long-term total return. The policy of the Fund is to invest principally in investment-grade Sterling denominated corporate bonds, predominantly those with a maturity of up to 5 years. In addition, the Fund may invest in non-Sterling investment-grade bonds, government bond, sub-investment-grade bonds, convertible bonds and preference shares, of any maturity. The Fund may also invest in other transferable securities, collective investment schemes, money market instruments, deposits, cash and near cash.

Performance

Sterling Short Term over : 31/10/2013 - 31/10/2014

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 3.1% 1.0% 0.9% 0.5% 0.7%
2013 2.5% 1.2% -0.6% 1.3% 0.5%
2012 7.8% 2.3% 0.4% 3.2% 1.6%
2011 3.2% 0.8% 1.8% -0.5% 1.0%
2010 3.8% 1.4% 0.6% 2.3% -0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. United Kingdom

Fund Info

  • Launch date28/01/2010
  • Share Class size153Mn
  • Base currencyGBP
  • ISIN GB00B56PS091

Purchase Info

  • Min. initial investment500,000
  • Min. additional investment0

Charges

  • Annual management0.4%
  • Initial investment5

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 GBP).