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Insight Buy and Maintain Bond S Acc

Ranked 19 out of 114 in - Sterling Corporate Bond over 12 months
All calculations are in GBP unless stated

Managed by

Adam Mossakowski

Objective

To generate a total return, comprising both income and capital growth, by investing primarily in sterling based bonds issued by companies located anywhere in the world, but mainly in the UK and Europe. However it will typically also own some bonds, based in sterling or other currencies, issued by governments. The Fund will seek to invest in investment grade bonds. The Fund's benchmark is iBoxx Sterling Corporate & Collateralised ex-T1&UT2 (1% Issuer Cap; 25% Sector Cap) Index. The Fund will also invest in cash and other cash-like investments. Significant use will also be made of derivatives. This Fund may not be appropriate for investors who plan to withdraw their money within 5 years.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.3%
2018 -2.0% -1.4% -0.6% -0.1% 0.0%
2017 3.0% -0.3% 0.7% 0.3% 2.3%
2016 15.4% 3.7% 4.8% 6.1% 0.0%
2015 0.4% 3.4% -4.3% 1.0% 0.6%
2014 13.5% 2.9% 2.1% 3.2% 4.7%
2013 2.3% 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date06/06/2013
  • Share Class size293Mn
  • Base currencyGBP
  • ISIN IE00B9BBKB57

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

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

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