Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Schroder ISF US Dollar Bond C Dis

Ranked 193 out of 357 in - US Dollar over 12 months
All calculations are in USD unless stated

Managed by

Wesley Sparks

Wesley Sparks, CFA is head of US taxable fixed income at Schroders Investment Management. He joined the firm in 2000 and prior to this, he was vice president and portfolio manager at Aeltus Investment Management Inc. Wesley graduated from the Wharton School at the University of Pennsylvania with an MBA in Finance and the Northwestern University with a BA in Economics.

Neil Sutherland

Armed with a qualification from the Ballymaloe Cookery School in Cork, Scottish-born Neil Sutherland may well have chosen a culinary career path. He also took an MA from the University of Dublin, having studied economics and politics and entered the investment management industry in 1996 with Newton. Sutherland enjoyed four years with the group, gaining valuable experience as a member of the global fixed income team. He subsequently joined Axa in 2001 and applies a contrarian and active investment style to his Axa Cautious Managed OEIC. Sutherland is a chartered financial analyst and keen sportsman who particularly enjoys tennis, golf and football.

Objective

To provide a return of capital growth and income primarily through investment in a portfolio of bonds and fixed and floating rate securities (including, but not limited to, asset-backed securities and mortgage-backed securities) denominated in USD and issued by governments, government agencies, supra-national and corporate issuers worldwide.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Dollar over : 31/10/2016 - 31/10/2017
  • Rank 193/357 Total Return
  • Rank 242/357 Standard Deviation
  • Rank 246/357 Max Drawdown
Fund Name Currency Return
192 Great Lakes Bond Fund;Institutional USD

1.7%

193 BBVA Leer Es Estar Adelante FMIV USD

1.6%

193 UBS (Lux) Strategy Fd - Fixed Income (USD) P-acc

Currency exposure is hedged

Currency exposure is hedged

USD

1.6%

193 Schroder ISF US Dollar Bond C Dis USD

1.6%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.7% 1.6% 1.1%
2016 2.7% 1.9% 2.7% 1.3% -3.1%
2015 -1.1% 1.1% -1.2% -0.5% -0.6%
2014 6.0% 2.2% 2.8% -0.1% 0.9%
2013 -2.1% 0.0% -3.5% 0.6% 0.7%
2012 6.6% 1.3% 2.1% 2.5% 0.5%
2011 7.0% 1.1% 1.7% 2.9% 1.3%
2010 5.8% 1.8% 3.2% 2.1% -1.4%
2009 8.7% 0.1% 3.0% 4.4% 1.1%
2008 5.4% 3.1% -2.1% 1.2% 3.2%
2007 6.0% 1.7% -0.9% 2.8% 2.3%
2006 3.5% -0.7% -0.7% 3.8% 1.2%
2005 2.9% -0.5% 3.1% -0.4% 0.6%
2004 5.2% 2.8% -2.7% 3.8% 1.4%
2003 4.8% 1.0% 3.1% -0.5% 1.2%
2002 10.1% 0.3% 3.1% 4.8% 1.6%
2001 7.4% 3.3% 1.3% 2.6% -0.1%
2000 10.2% 1.7% 1.6% 2.5% 4.1%
1999 -3.8% -2.7% -1.6% 0.3% 0.1%
1998 10.5% 1.0% 2.2% 6.4% 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. Finland
  4. France
  5. Germany
  6. Gibraltar
  7. Greece
  8. Iceland
  9. Italy
  10. Liechtenstein
  11. Luxembourg
  12. Netherlands
  13. Norway
  14. Peru
  15. Poland
  16. Singapore
  17. Spain
  18. Sweden
  19. Switzerland
  20. Taiwan
  21. United Kingdom

Fund Info

  • Launch date15/12/1997
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU0083284553

Purchase Info

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

Charges

  • Initial investment1

Related News

Winter moves: latest manager changes revealed

Our latest data has been crunched so without further ado we bring you all the latest changes to have hit our Citywire Global radar.

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