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Sierra Strategic Income Fund;R

Ranked 108 out of 357 in - US Dollar over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks total return and to limit volatility and downside risk. The Fund invests in Underlying Funds that in turn invest in a wide variety of fixed income instrument of any maturity, including domestic and foreign bonds, and other income-generating underlying assets.

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

Performance

US Dollar over : 31/08/2016 - 31/08/2017
  • Rank 108/357 Total Return
  • Rank 132/357 Standard Deviation
  • Rank 118/357 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 1.7% 1.4%
2016 6.2% 2.2% 3.1% 2.1% -1.2%
2015 -0.8% 1.5% -1.9% -0.4% 0.0%
2014 6.7% 3.0% 3.4% -0.2% 0.4%
2013 0.4% 1.4% -1.2% -0.6% 0.8%
2012 9.4% 2.9% 0.8% 3.7% 1.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date21/12/2011
  • Share Class size529Mn
  • Base currencyUSD
  • ISIN US66537Y4888

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment1,000

Charges

  • Annual management0.70%

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