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UBS Corporate Bond UK Plus A Acc Gross

Ranked 91 out of 107 in - Sterling Corporate Bond over 36 months
All calculations are in GBP unless stated

Managed by

Vivek Acharya

Vivek Acharya is a portfolio manager in the global bond team at UBS Asset Management based in London. He contributes to the management of a range of global credit and global aggregate strategies. Acharya joined UBS Asset Management in October 2011. He previously worked at Western Asset Management from 2005 to 2011. Most recently, he was an analyst and junior portfolio manager, assisting in the running of a range of UK, European and global investment grade strategies utilising cash and synthetic strategies. Acharya holds the Investment Management Certificate (IMC).

Objective

To seek to generate a return greater than the return provided by UK investment grade corporate bonds, derived from investment in UK and global securities. The Fund invests in government bonds, non-government bonds (including bonds issued by local authorities, supra-nationals, agencies and corporate entities); fixed rate, variable rate, inflation-linked, index-linked and non-sterling bonds (including emerging market debt); secured and unsecured debt securities (including floating rate notes); and investment grade and high yield bonds; and may express views on exchange rates.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling Corporate Bond over : 31/03/2016 - 31/03/2019
  • Rank 91/107 Total Return
  • Rank 16/107 Standard Deviation
  • Rank 22/107 Max Drawdown
Fund Name Currency Return
89 UBS (Lux) Bond Fund - GBP P-acc GBP

11.1%

90 BMO Responsible Sterling Corporate Bond 1 Inc GBP

11.0%

91 UBS Corporate Bond UK Plus A Acc Gross

Currency exposure is hedged

Currency exposure is hedged

GBP

10.9%

92 Smith & Williamson Fixed Interest Fund A Inc GBP

10.8%

93 Legg Mason IF WA Retirement Income Bond A Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

10.6%

Fund Name Currency Risk
14 Jupiter Corporate Bond GBP

3.4

15 Quilter Inv Investment Grade Corporate A Inc GBP

3.4

16 UBS Corporate Bond UK Plus A Acc Gross

Currency exposure is hedged

Currency exposure is hedged

GBP

3.4

17 Marlborough Bond Income A GBP

3.5

17 SVS Brown Shipley Sterling Bond A Inc GBP

3.5

Fund Name Currency Loss
20 Liontrust Monthly Income Bond P Gross Inc GBP

-3.5%

21 BlackRock Corporate Bond A Inc GBP

-3.5%

22 UBS Corporate Bond UK Plus A Acc Gross

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.7%

23 Rathbone Ethical Bond R Acc GBP

-3.8%

24 Smith & Williamson Fixed Interest Fund A Inc GBP

-3.8%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.9%
2018 -3.3% -1.6% -0.5% 0.0% -1.2%
2017 6.4% 3.1% 0.8% 0.4% 1.8%
2016 5.1% 2.4% 2.7% 0.0% 0.0%
2015 -1.5% 2.7% -4.3% -0.2% 0.4%
2014 9.5% 2.2% 1.8% 2.1% 3.1%
2013 -1.8% 1.0% -3.4% 1.3% -0.7%
2012 15.1% 3.4% 2.0% 6.5% 2.5%
2011 3.0% 2.4% 0.2% -2.5% 2.9%
2010 11.2% 6.4% 0.3% 6.1% -1.8%
2009 24.7% -2.4% 11.6% 11.8% 2.5%
2008 -16.1% -4.8% 1.3% -3.5% -9.9%
2007 -4.8% 0.2% -0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date06/03/2007
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN GB00B1QK7H68
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.10%
  • Initial investment3.50%

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