Standard Life Inv Strategic Bond

Ranked 40 out of 58 in - Sterling Strategic Bond over 12 months
All calculations are in GBP unless stated

Managed by

Daniel McKernan

Daniel McKernan is head of sterling investment grade credit at Standard Life Investments and lead manager on the firm's sterling corporate bond portfolios. McKernan joined Standard Life in 2013 from SWIP, where he served as the head of UK and European credit. McKernan was previously director, portfolio manager and a member of BlackRock’s Fixed Income Portfolio Management Group. He joined BlackRock following the merger with Merrill Lynch Investment Managers (MLIM) in 2006. At MLIM, he was a portfolio manager specializing in the management of Sterling credit portfolios. McKernan earned a BSc with honours in banking and international finance from City University, London in 1990.

Objective

The fund aims to provide a return from a combination of income and capital growth investing mainly in bonds including government and corporate bonds, sub investment grade bonds and inflation linked bonds issued anywhere in the world. The fund is actively managed by our investment teams who may also invest a proportion of the fund's assets in other bonds, derivatives and/or money market instruments to try to take advantage of opportunities they have identified.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling Strategic Bond over : 31/05/2018 - 31/05/2019
  • Rank 40/58 Total Return
  • Rank 19/58 Standard Deviation
  • Rank 36/58 Max Drawdown
Fund Name Currency Return
38 Sanlam Strategic Bond P GBP Acc GBP

2.1%

39 Architas MM Strategic Bond R Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

2.1%

40 Standard Life Inv Strategic Bond Ret Acc GBP

2.0%

41 AXA Framlington Managed Income R Acc Gross GBP

1.9%

42 Santander Strategic Bond II Gr GBP

1.7%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.7%
2018 -3.6% -0.5% -1.4% 0.0% -1.6%
2017 5.7% 2.4% 1.5% 0.4% 1.4%
2016 5.1% 0.9% 1.6% 4.5% -1.9%
2015 0.4% 2.4% -2.0% -1.2% 1.1%
2014 4.4% 2.3% 2.1% -0.5% 0.5%
2013 6.3% 1.3% -0.3% 2.9% 2.2%
2012 16.2% 5.5% 0.6% 5.3% 3.9%
2011 4.9% 1.7% 1.6% -1.6% 3.2%
2010 6.8% 3.0% 1.2% 6.0% -3.4%
2009 4.5% 7.3% 0.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2019

Top 10 Holdings

Stock Size
No name available 5.96%
SLI Glo SICAV Emerging Market Debt Z Acc GBP H 4.63%
US Treasury 1.38% 15-Feb-2044 2.65%
Pennon Group PLC PERP 1.45%
Deutsche Bank AG 1.875% 28-Feb-2020 1.27%
Global Switch 4.375% 13-Dec-2022 1.13%
Lloyds Banking Group PLC PERP 1.09%
Santander Group 3.625% 14-Jan-2026 1.07%
Anheuser Busch Inbev NV 2.250% 24-May-2029 1.00%
Virgin Money Holdings (UK) PLC PERP 0.99%
30/04/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date05/02/2009
  • Share Class size143Mn
  • Base currencyGBX
  • ISIN GB00B3D8LV94

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment10,000

Charges

  • Annual management1.15%
  • Initial investment4.00%

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