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Omnis Sterling Corporate Bond A GBP Inc

Ranked 14 out of 120 in - Sterling Corporate Bond over 3 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 Fund aims to achieve a return consisting of both income and capital growth which after all fees and expenses exceeds that of the ICE Bank of America Merrill Lynch Sterling Corporate Bond TR Index over the medium to long term (defined as 5 to 10 years). The Fund intends to invest at least 80% in sterling denominated and sterling hedged corporate bond securities, rated BBB or higher.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling Corporate Bond over : 31/12/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.0%
2018 -0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/09/2018
  • Share Class size327Mn
  • Base currencyGBP
  • ISIN GB00BF0XDJ37

Purchase Info

  • Min. initial investment10Mn

Charges

  • Annual management0.43%
  • 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).