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St. James's Place Strategic Income L Acc

Ranked 113 out of 129 in - Conservative GBP over 12 months
All calculations are in GBP unless stated

Managed by

Mike Hodgson

Mike Hodgson is currently Head of Risk Managed Investments and Structuring at Schroders. He has more than 20 years of experience in financial markets. His career began at J Henry Schroder & Co. Limited as Principal Interest Rate Derivatives Trader and Global Head of Structured Products and Equity Derivatives (from 1987 – 2000). He then went on to work for Citigroup in 2000 as their European Head of New Product Development. In 2004, he joined ABN AMRO Bank NV / Royal Bank of Scotland NV as Global Head of Equity Derivatives Structuring and then Head of Fund Derivatives Trading and Structuring before returning to Schroders in 2011 as Head of Risk Managed Investments and Structuring.

Gary Kirk

Gary Kirk is one of the founding partners of TwentyFour, and a portfolio manager. He sits on the firm’s Investment Committee, which sets the overall risk bias for the portfolios managed by the firm. Gary’s main responsibility is managing the firm’s Unconstrained Fixed Income team with funds including the Dynamic Bond Fund and Select Monthly Income Fund. Gary has over 28 years of experience in fixed income markets gained across a variety of senior roles in asset management and investment banking, including leadership positions at Daiwa Capital, Royal Bank of Canada, CDC and Wachovia Bank.

Polina Kurdyavko

Polina Kurdyavko holds an MSc (Hons) in Finance from the People’s Friendship University of Russia, Moscow. She is the portfolio manager of the BlueBay Corporate Bond Fund. Polina joined BlueBay in July 2005 from UBS. Prior to this, Polina was with Alliance Capital where she started as an emerging markets equity analyst and then moved on to pioneer emerging markets quantitative research at Alliance. Polina and is a CFA charterholder

Jim Wiant

Objective

The fund invests mainly in bonds that are issued by companies in both developed and emerging economies, and also invests into government bonds and the shares of different companies. There is no restriction on the credit rating of the bonds that the fund may hold.

Showing fund performance in United Kingdom View performance globally

Performance

Conservative GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.7%
2018 -7.2% -2.1% -1.2% 1.5% -5.5%
2017 8.0% 3.9% 0.4% 2.2% 1.2%
2016 15.1% 2.8% 3.3% 5.6% 2.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/11/2015
  • Share Class size1,348Mn
  • Base currencyGBP
  • ISIN GB00BYRGT346

Purchase Info

  • Min. initial investment1,500
  • Min. regular additional investment0

Charges

  • Annual management1.35%

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