Schroder All Maturities Corporate Bond

Ranked 17 out of 113 in - Sterling Corporate Bond over 12 months
All calculations are in GBP unless stated

Managed by

Alix Stewart

Corporate bond fund manager Alix Stewart currently works at Schroders. Armed with a degree in economics and mathematics from the University of Leeds, Alix began her financial career as an actuarial student at Scottish Mutual. She was appointed senior portfolio manager for corporate bonds at Gartmore in December 2003. She joined Scottish Widows Investment Partnership in January 2006, and later joined UBS. Outside of work, Alix is a keen football fan who counts ‘travelling with the Tartan Army,’ Persian cats and horse riding among her interests.

Objective

The Fund aims to provide capital growth and income by investing in fixed and floating rate securities issued by companies worldwide. The Fund invests at least 80% of its assets in fixed and floating rate investment grade securities (as measured by Standard & Poors or any other equivalent credit rating agencies) denominated in sterling (or in other currencies and hedged back into sterling) and issued by companies worldwide.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling Corporate Bond over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.1%
2018 -2.0% -1.5% -0.4% -0.3% 0.3%
2017 6.3% 2.7% 1.2% 0.1% 2.3%
2016 11.6% 2.9% 4.4% 7.6% -3.4%
2015 0.3% 3.0% -3.6% 0.5% 0.6%
2014 11.8% 2.8% 2.4% 2.2% 4.0%
2013 2.4% 1.7% -2.4% 2.4% 0.7%
2012 13.4% 3.0% 1.6% 5.8% 2.4%
2011 4.3% 1.8% 1.4% -1.5% 2.5%
2010 5.5% 4.0% -1.3% 4.8% -1.9%
2009 15.8% -1.6% 6.8% 8.6% 1.5%
2008 1.3% -0.6% -4.1% 1.5% 4.6%
2007 1.6% -0.3% -1.5% 0.5% 2.9%
2006 0.7% -0.6% -1.7% 3.4% -0.2%
2005 9.1% 0.1% 4.5% 1.4% 2.9%
2004 6.6% 0.3% -1.2% 3.5% 4.0%
2003 6.4% 1.6% 3.8% -0.2% 1.1%
2002 7.0% 0.1% 1.8% 4.4% 0.5%
2001 -0.6% 2.6% 3.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date07/02/2001
  • Share Class size260Mn
  • Base currencyGBP
  • ISIN GB0009569541

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.25%
  • 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).