BlackRock Sterling Strategic Bond A Acc

Ranked 20 out of 59 in - Sterling Strategic Bond over 12 months
All calculations are in GBP unless stated

Managed by

Simon Blundell

Based in London, Simon Blundell joined BlackRock in 2011 having spent three years at Aviva Investors where he was Head of Institutional Credit Portfolio Management. He manages the Blackrock Corporate Bond Fund using a fundamental investment style. Before joining Aviva, Simon worked at ABN Amro Asset Management and HSBC Asset Management, and he started his career in investments at Morgan Grenfell in 1994. An IMC holder, outside of fund management he enjoys golf and football.

Ben Edwards

Ben Edwards, director, is a member of the Sterling Bond Portfolio team at Blackrock. Prior to joining BlackRock in 2010, Edwards was at Legal and General Investment Management from 2003 to 2009 where he was, most recently, a portfolio manager, responsible for both institutional and retail sterling corporate bond portfolios. He began his career as an analyst at M&G in 2002. Edwards earned a Business degree from the Queensland University of Technology (Aust.) in 2000 and a post-graduate qualifications degree in Finance from the Financial Services Institute of Australia in 2002.

Objective

The fund aims to generate income returns with the prospect of capital growth through an actively managed portfolio of predominantly fixed income securities.The Fund will invest mainly in a range of sterling denominated investment grade non-government fixed income securities. The full spectrum of available securities, including non-investment grade, emerging market and government fixed income securities, may be utilised. Fund may also invest in equity securities, collective investment schemes, cash, near cash, and deposits, derivatives and forward transactions for investment purposes as well as for efficient portfoliomanagement (including, but not limited to, forward currency transactions, futures, credit default swaps, credit default swap indices, and interest rate swaps).

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 3.7%
2018 -2.4% -1.0% -0.4% 0.3% -1.4%
2017 6.0% 2.0% 1.5% 0.7% 1.7%
2016 5.5% 0.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
iShares Euro High Yld Corporate Bd UCITS ETF 9.34%
BAT Capital 2.125% 15-Aug-2025 2.17%
General Electric Co 4.125% 19-Sep-2035 2.07%
HSBC Holdings PLC 2.175% 27-Jun-2023 2.01%
Time Warner Cbl 5.750% 02-Jun-2031 2.01%
British Telecommunications PLC 3.125% 21-Nov-2031 1.79%
Walgreens Boots Alliance Inc 3.600% 20-Nov-2025 1.77%
TESCO PROPERTY FINANCE PLC 7.623% 13-Jul-2039 1 1.73%
Verizon Communications Inc 2.875% 15-Jan-2038 1.73%
RWE Finance 6.250% 03-Jun-2030 1.65%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date17/05/2016
  • Share Class size123Mn
  • Base currencyGBP
  • ISIN GB00BZ6DDG44

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment5.00%

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).