Baillie Gifford Sterling Aggregate Bond B Acc

Ranked 7 out of 59 in - Sterling Strategic Bond over 12 months
All calculations are in GBP unless stated

Managed by

Philip Annen

Duncan Sutherland

Duncan Sutherland graduated BSc in Economics from Durham University in 1999. He worked for four years at Scottish Widows Investment Partnership before joining Baillie Gifford in 2008. Duncan is an Investment Manager in the Investment Grade Team and is a CFA Charterholder.

Objective

The objective is to produce a total return, before charges and expenses payable out of the Sub-fund, in excess of the combined total return of 50% of the FTSE Actuaries UK Conventional Gilts All Stock Index and of the 50% Bank of America Merrill Lynch Sterling non Gilt Index or any successor or substitute indices, by 1% per annum over rolling 3-year periods. There is no guarantee that a positive return will be achieved over rolling 3-year periods or any time period and capital may be at risk. The Sub-fund will mainly be invested in a diversified portfolio of government, quasi-government and non government, investment grade bonds. The Sub-fund may also be invested in other assets including sub-investment grade bonds and foreign currencies. The Sub-fund may invest in transferable securities, money market instruments, collective investment schemes, deposits, cash and near cash. Currency forwards and derivatives will be used, in keeping with the Sub-fund's objective, with the intention of either protecting or enhancing the return on the Sub-fund.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling Strategic Bond over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.8%
2018 -1.1% -0.5% -0.2% -1.1% 0.7%
2017 2.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date04/09/2017
  • Share Class size1,030Mn
  • Base currencyGBX
  • ISIN GB00BYM0D409

Purchase Info

  • Min. initial investment25Mn
  • Min. regular additional investment0

Charges

  • Annual management0.35%
  • Initial investment0.00%

Related News

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