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Schroder Sterling Corporate Bond C Inc

Ranked 30 out of 113 in - Sterling Corporate Bond over 12 months
All calculations are in GBP unless stated

Managed by

Alix Stewart

Corporate bond fund manager Alix Stewart currently works at Schroders. Armed with a degree in economics and mathematics from the University of Leeds, Alix began her financial career as an actuarial student at Scottish Mutual. She was appointed senior portfolio manager for corporate bonds at Gartmore in December 2003. She joined Scottish Widows Investment Partnership in January 2006, and later joined UBS. Outside of work, Alix is a keen football fan who counts ‘travelling with the Tartan Army,’ Persian cats and horse riding among her interests.

Objective

The Fund aims to achieve a high income return together with capital growth by investing primarily in fixed income instruments including bonds, notes of fixed and variable interest, preference shares, convertible and other securities issued by government, quasi-government, supranational, bank and corporate entities, and derivative instruments.

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

Performance

Sterling Corporate Bond over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.9% 1.5% 1.0%
2016 11.7% 2.8% 4.4% 8.0% -3.8%
2015 -0.4% 2.8% -3.9% 0.1% 0.7%
2014 10.8% 2.4% 2.3% 1.9% 3.8%
2013 2.4% 1.9% -2.0% 2.3% 0.2%
2012 13.6% 4.0% 1.1% 5.3% 2.6%
2011 5.0% 1.6% 2.4% -1.0% 2.0%
2010 10.0% 5.3% 1.7% 4.6% -1.7%
2009 11.0% -3.3% 4.9% 7.0% 2.3%
2008 -3.3% -1.8% -3.1% -1.4% 3.1%
2007 2.6% -0.2% -2.3% 2.2% 2.9%
2006 0.1% -0.7% -1.4% 2.7% -0.4%
2005 8.2% 0.2% 4.4% 1.0% 2.4%
2004 5.9% 0.6% -1.6% 3.6% 3.2%
2003 6.6% 1.8% 3.9% -0.2% 0.9%
2002 7.8% 0.5% 2.4% 3.8% 1.0%
2001 6.8% 2.2% -0.6% 3.2% 2.0%
2000 9.8% 1.9% 0.3% 3.0% 4.3%
1999 -0.6% 0.8% -2.1% -1.9% 2.6%
1998 15.5% 3.8% 1.1% 4.1% 5.8%
1997 12.9% 1.5% 4.6% 4.9% 1.3%
1996 7.9% -3.2% 4.4% 3.7% 3.0%
1995 6.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date06/05/1999
  • Share Class size37Mn
  • Base currencyGBP
  • ISIN GB0007220584

Purchase Info

  • Min. initial investment25,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0

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