Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Sanlam Strategic Bond P GBP Acc

Ranked 9 out of 59 in - Sterling Strategic Bond over 12 months
All calculations are in GBP unless stated

Managed by

Craig Veysey

Nottingham-born Craig Veysey is currently based in London and joined Sanlam in 2009 where he is head of fixed income. Craig is an ASIP and CFA Charterholder, and graduated from the University of Liverpool with a degree in economics and the University of Exeter with a degree in Finance and Investment. He joined Sanlam from Scottish Widows and has also previously worked at WestLB Mellon, HSBC and Tilney. Outside of fund management Craig's interests include tennis, football, chess, music and the theatre.

Objective

The Investment Objective of the Fund is to provide a total return for investors, through a monthly income generation that can either be distributed or reinvested, with the potential for capital growth. The Fund will invest globally in debt securities, and cash and cash equivalents. The Fund will invest primarily in investment grade debt securities. The Fund may also invest in instruments such as bonds and preference shares to ensure that the Fund retains its ability to deal with redemptions as they fall due.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling Strategic Bond over : 31/01/2018 - 31/01/2019
  • Rank 9/59 Total Return
  • Rank 36/59 Standard Deviation
  • Rank 30/59 Max Drawdown
Fund Name Currency Loss
28 Threadneedle Strategic Bond 1 Net Inc GBX GBP

-3.2%

29 Kames Strategic Bond Acc A GBP

-3.2%

30 Sanlam Strategic Bond P GBP Acc GBP

-3.3%

31 MI TwentyFour Dynamic Bond I Inst AccGr

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.3%

32 Janus Henderson Preference & Bond A Inc GBP

-3.4%

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -1.7% -0.3% 0.6% -0.8% -1.2%
2017 13.5% 4.0% 3.8% 2.3% 2.7%
2016 10.4% 1.4% 2.1% 5.8% 0.8%
2015 2.7% 5.3% -1.8% -0.3% -0.4%
2014 10.8% 2.4% 3.7% 1.2% 3.1%
2013 0.9% 2.7% -4.3% 0.1% 2.5%
2012 1.8% 5.3% 1.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. Jersey
  3. United Kingdom

Fund Info

  • Launch date01/03/2012
  • Share Class size60Mn
  • Base currencyGBP
  • ISIN IE00B7MKQ201

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

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

Related News

Aviva scraps plan to cancel preference shares after backlash

Aviva has abandoned its plan to cancel high yield preference shares amid investor anger.

Aviva stands firm on prefs threat as anger mounts

Aviva says 'irredeemable' status does not mean they can't be cancelled, as fund managers accuse insurer of treating investors unfairly.

AA-rated Veysey's pick of the fallen angels

The fund recently added 5% exposure to UK gilts

Sanlam hires Rathbones man for AA-rated bond team

Sanlam Four has recruited an assistant manager from Rathbones to work alongside Citywire AA-rated Craig Veysey.

Sanlam Four adds Strategic Bond fund to range

Sanlam Private Wealth’s head of fixed income Craig Veysey is to move over to the group’s asset management boutique, Sanlam Four, and take his Strategic Bond fund with him.

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