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

Threadneedle Strlng Med&Long Dtd Corp Bnd 2 Inc Gr

Ranked 11 out of 107 in - Sterling Corporate Bond over 36 months
All calculations are in GBP unless stated

Managed by

John Hampton

John Hampton graduated from the City of London University with a BSc in Mathematics. He began his career in 1985 at Liverpool Victoria, joining LV= Asset Management when it was incorporated in 1997 and was a UK equity fund manager. John joined the fixed interest team in 2003 and is currently a principal fund manager responsible for running fixed interest portfolios. He is an Associate of the Society of Investment Professionals.

Objective

The objective of the Fund is to achieve a long-term total return.The policy of the Fund is to invest principally in investment grade Sterling denominated corporate bonds, predominately those with a maturity of more than 5 years. In addition, the Fund may invest in, non-Sterling investment grade bonds, sub-investment grade bonds, convertible bonds and preference shares, of any maturity.The Fund may also invest in other transferable securities, collective investment schemes, money market instruments, deposits, cash and near 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 5.5%
2018 -2.9% -1.7% -0.3% -0.6% -0.4%
2017 5.9% 2.5% 0.6% 0.0% 2.7%
2016 15.2% 4.1% 5.8% 8.7% -3.7%
2015 1.2% 4.3% -5.0% 2.0% 0.1%
2014 16.6% 3.1% 3.3% 3.4% 5.8%
2013 1.5% 2.0% -3.8% 3.1% 0.4%
2012 17.1% 3.5% 2.8% 7.2% 2.7%
2011 8.5% 2.2% 2.1% 0.6% 3.5%
2010 2.4% 7.1% -3.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/12/2016
  • Share Class size299Mn
  • Base currencyGBP
  • ISIN GB00BD8GM715

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment0

Charges

  • Annual management0.40%
  • Initial investment0.40%

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