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Standard Life Inv UK Ethical Corporate Bd

Ranked 53 out of 120 in - Sterling Corporate Bond over 12 months
All calculations are in GBP unless stated

Managed by

Mark Munro

Edinburgh-based Mark Munro joined Scottish Widows Investment Partnership (SWIP) in 2006 where he manages fixed income funds. He started out as an equity analyst before moving over to credit and becoming a portfolio manager. He studied Law at Edinburgh University and is a CFA Charterholder. Outside of fund management Mark enjoys golf and football.

Objective

The fund aims to provide a level of income, before charges, above that available on UK Government bonds by investing predominantly in investment grade bonds. In addition to excluding such companies which fail to meet the prescribed ethical standards, the Fund will seek to include companies whose business activities are regarded as making a positive contribution to society.

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

Performance

Sterling Corporate Bond over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.1% 0.7% -0.1%
2016 9.8% 2.1% 4.2% 6.3% -2.9%
2015 0.2% 3.7% -4.1% 0.9% -0.2%
2014 10.0% 2.5% 2.4% 1.7% 3.1%
2013 1.3% 0.8% -2.4% 2.2% 0.7%
2012 16.3% 4.5% 1.5% 6.2% 3.2%
2011 4.6% 2.1% 1.3% -1.9% 3.0%
2010 7.4% 4.2% 0.8% 6.1% -3.7%
2009 6.4% -3.5% 3.9% 6.5% -0.4%
2008 -2.0% -2.5% -1.2% -0.2% 2.0%
2007 1.2% -0.2% -2.2% 1.5% 2.2%
2006 -1.0% -0.7% -1.7% 2.6% -1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/11/2005
  • Share Class size388Mn
  • Base currencyGBP
  • ISIN GB00B0LNNH51

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.00%
  • Initial investment4

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