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Schroder Adv Beta Global Corporate Bond X Acc

Ranked 101 out of 107 in - Sterling Corporate Bond over 36 months
All calculations are in GBP unless stated

Managed by

Anthony Earnshaw

Objective

At least 80% of the Funds assets (excluding cash) will invest in a portfolio of investment grade bonds and other fixed and floating rate securities denominated in either euros, sterling or US dollars and issued by corporate issuers worldwide. At the time of purchase, all bonds will be of investment grade. Investment grade securities are rated by S&P as BBB- or higher, or an equivalent rating by another rating agency. Securities denominated in currencies other than sterling will be hedged back to sterling. The Fund may also invest in other transferable securities, deposits, collective investment schemes, warrants and money market instruments, and may hold cash.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling Corporate Bond over : 31/03/2016 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.4%
2018 -2.5% -1.9% -0.7% 0.4% -0.4%
2017 4.3% 0.9% 1.8% 0.7% 0.9%
2016 3.4% 1.8% -3.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date21/03/2016
  • Share Class size188Mn
  • Base currencyGBP
  • ISIN GB00BYSYLP34

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).