Sterling Bonds
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Rank:
46 of 68
Sterling Strategic Bond
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Objective
The objective of the Fund is to provide income and growth. The Fund is actively managed and may invest at least 80% in investment grade and sub-investment grade bonds (corporate and government) that are listed or traded in an OECD country. These are bonds with a credit rating from a nationally recognised statistical rating organisation (NRSRO) or non-rated bonds that are deemed equivalent by the Manager. The Fund will have a net exposure of at least 80% to Sterling.
Managed by:
Colin Reedie
Colin Reedie is the head of active strategies at LGIM, responsible for the global fixed income team and members of its active equities team. He also has overall portfolio management responsibilities for the Global Credit and Absolute Return Bond funds. Reedie joined LGIM in 2005 from Henderson Global Investors, where he was head of investment-grade credit fund management. He has more than 30 years’ experience in bond markets, specialising in non-government debt, and he has previously worked for Henderson Global Investors, Scottish Widows and Scottish Amicable.
Matthew Rees
Showing manager performance globally. You can view performance in individual jurisdictions.
Performance
Sterling Strategic Bond
31/01/2023 - 31/01/2024
Rank | Fund Name | Currency | Return |
---|---|---|---|
44 | MGTS Progeny Dynamic Bond GBP Inc | GBP | 3.9% |
44 | Artemis Strategic Bond R Quarterly Acc | GBP | 3.9% |
46 |
| GBP | 3.8% |
47 | EdenTree Responsible and Sust Stlg Bd A | GBP | 3.4% |
48 | Jupiter Strategic Bond L Acc | GBP | 3.2% |
View full league table
Rank | Fund Name | Currency | Risk |
---|---|---|---|
25 | CT Strategic Bond Rtl Inc GBP | GBP | 5.8% |
26 | Invesco Tactical Bond UK Acc | GBP | 6% |
27 |
| GBP | 6.2% |
28 | Royal London GMAP Cnsrv M GBP Acc | GBP | 6.4% |
28 | Aviva Investors Managed Hi Inc 1 GBP Inc | GBP | 6.4% |
View full league table
Rank | Fund Name | Currency | Loss |
---|---|---|---|
45 | Artemis Strategic Bond R Quarterly Acc | GBP | -4.1% |
46 | HL Multi-Manager Strategic Bond A Acc | GBP | -4.2% |
47 |
| GBP | -4.3% |
48 | Fidelity Strategic Bond | GBP | -4.5% |
49 | Liontrust Strategic Bond B Gross Acc | GBP | -4.6% |
View full league table
Total Returns
Month by month Performance
Quarterly Performance
to 01/01/2024 | Annual | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|---|
2023 | 6.1% | -1.6% | 0.7% | 0.8% | 6.2% |
2022 | -4.1% | -5.2% | -5.6% | 1.4% | 5.6% |
2021 | 2.5% | 1.9% | 1.3% | 0.1% | -0.8% |
2020 | 12.5% | -7.9% | 11.2% | 3% | 6.6% |
2019 | 8.4% | 3.4% | 2.1% | 1.4% | 1.3% |
2018 | -5.8% | -2% | -3.1% | 0.8% | -1.5% |
2017 | 4.3% | 0.8% | 0.1% | 2.3% | 1.1% |
2016 | -0.2% | 0.8% | 0.8% | -0.1% | -1.6% |
2015 | 1.3% | 2.4% | -0.1% | 1.4% | -2.3% |
2014 | 3.9% | 2.7% | 2.8% | -0.7% | -0.9% |
2013 | 6.4% | 2.3% | -0.6% | 2.1% | 2.5% |
2012 | 16.3% | 6.6% | -0.1% | 5.1% | 3.8% |
2011 | -1.7% | 3.5% | -0.1% | -7.4% | 2.7% |
2010 | 10.4% | 6.2% | -1.8% | 7.3% | -1.4% |
2009 | 44.6% | 5.8% | 14.9% | 14.4% | 4% |
2008 | 0.3% | -2% | -0.1% | -1.3% | 3.9% |
2007 | 0.1% | 0.6% |
Returns Vs Risk
Asset Allocation
Breakdown
31/01/2024
Top 10 Holdings
Stock | Size |
---|---|
United States Treasury Notes 1.15973% | 2.99% |
AA Bond Co Ltd. 8.45% | 1.78% |
United States Treasury Notes 2% | 1.18% |
Permanent TSB Group Holdings PLC 6.625% | 1.17% |
BPCE SA 2.5% | 1% |
Energy Transfer LP 9.66933% | 0.99% |
Volkswagen Financial Services N.V. 6.5% | 0.97% |
ING Groep N.V. 4.25% | 0.93% |
Barclays PLC 7.09% | 0.91% |
IBM International Capital Pte. Ltd. 5.3% | 0.91% |
31/01/2024
Registered For Sale In
- United Kingdom
Fund Info | |
---|---|
Launch date | 1st May 2007 |
ISIN | GB00B1TWMW95 |
Base Currency | GBP |
Investments and Charges | |
---|---|
Minimum Initial Investment | 1m GBP |
Minimum Regular Additional Investment | 20,000 GBP |
Annual Management Charge | 0.63% |
Fund Size | |
---|---|
B Inc Share Class | 183.450m GBP |
Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).
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