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Schroder ISF Strategic Bond EUR Hedged A Acc

Ranked 29 out of 36 in - Global Flexible over 12 months
All calculations are in SEK unless stated

Managed by

Paul Grainger

Bob Jolly

Bob Jolly is a veteran portfolio manager and head of global macro strategy at Schroders having joined the company in 2011. Previously he worked as head of currency, UK fixed income and global sovereign portfolio management at UBS Global Asset Management. Prior to UBS, Jolly spent over two decades at Gartmore Investment Management where he became head of UK, global and structured fixed income portfolio construction. He also spent two years at SEI developing customised solutions for institutional pension fund clients. In his bond strategy he focuses on an active and fundamental approach. He is CFA charterholder, and is based in London.

Tom Sartain

Tom Sartain, CFA is a UK & European rates portfolio manager in the multi-sector team at Schroders Investment Management based in London. Thomas joined Schroders in 2005 as fund manager’s assistant on the global fixed income desk and prior to this, he was with the Royal Bank of Scotland. He graduated from the University of Reading with a BA (Hons) in Management and Business Administration.

Objective

To provide a total return primarily through investment in a portfolio of bonds and other fixed and floating rate securities (including ABS and MBS) denominated in various currencies issued by governments, government agencies, supra-national and corporate issuers worldwide and financial derivative instruments (including total return swaps). As part of its primary objective, the Fund also has the flexibility to implement long and short active currency positions either via currency forwards or via the above instruments. The full spectrum of available securities, including non-investment grade, may be utilised.

Showing fund performance in Sweden View performance globally

Performance

Global Flexible over : 30/06/2017 - 30/06/2018
  • Rank 29/36 Total Return
  • Rank 31/36 Standard Deviation
  • Rank 33/36 Max Drawdown
Fund Name Currency Return
27 BGF Strategic Global Bond E2 EUR hedged

Currency exposure is hedged

Currency exposure is hedged

SEK

5.4%

28 Carmignac Pfl Unconstrained Glbl Bd A EUR acc SEK

5.3%

29 Schroder ISF Strategic Bond EUR Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

SEK

5.2%

30 Franklin Strategic Income A (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

SEK

5.0%

31 Amundi Fds Bond Global Total Return - AE (C) SEK

4.9%

Fund Name Currency Risk
29 Schroder ISF Global Credit Dur Hdg EUR A Acc SEK

6.6

30 T Rowe Dynamic Global Bond Ih EUR Cap

Currency exposure is hedged

Currency exposure is hedged

SEK

7.1

31 Schroder ISF Strategic Bond EUR Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

SEK

7.7

32 Carmignac Pfl Unconstrained Glbl Bd A EUR acc SEK

7.9

33 UBS (Lux) Bond S - Global Dynamic (USD)(EURh) P-a

Currency exposure is hedged

Currency exposure is hedged

SEK

8.2

Fund Name Currency Loss
31 Threadneedle (Lux)-Global Strategic Bond AEH

Currency exposure is hedged

Currency exposure is hedged

SEK

-4.4%

32 Amundi Fds Bond Global Total Return - AE (C) SEK

-4.5%

33 Schroder ISF Strategic Bond EUR Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

SEK

-4.8%

34 Amundi Fds Bond Global Aggregate - AE (D)

Currency exposure is hedged

Currency exposure is hedged

SEK

-5.1%

35 Carmignac Pfl Unconstrained Glbl Bd A EUR acc SEK

-5.2%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 5.9% -1.5%
2017 2.0% -0.1% 1.3% -0.1% 0.9%
2016 6.4% -0.4% 2.4% 3.8% 0.5%
2015 -7.0% -2.6% -1.0% -1.4% -2.2%
2014 9.4% 2.5% 2.7% 2.8% 1.0%
2013 4.1% -1.9% 5.9% -2.3% 2.6%
2012 2.8% 2.3% -1.1% -2.0% 3.7%
2011 -3.4% 0.0% 1.7% -2.0% -3.0%
2010 -5.3% -3.5% -2.7% 1.4% -0.6%
2009 4.0% 3.6% 0.6% -3.3% 3.2%
2008 13.2% 3.4% -6.5% 2.3% 14.5%
2007 7.8% 4.0% -0.1% -0.9% 4.7%
2006 -2.9% 0.2% -2.6% 0.5% -1.0%
2005 8.4% 1.4% 7.2% -1.1% 0.9%
2004 0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Bulgaria
  4. Czech Republic
  5. Denmark
  6. Finland
  7. France
  8. Germany
  9. Gibraltar
  10. Greece
  11. Hong Kong
  12. Hungary
  13. Iceland
  14. Italy
  15. Luxembourg
  16. Macau
  17. Malta
  18. Netherlands
  19. Norway
  20. Poland
  21. Portugal
  22. Singapore
  23. Spain
  24. Sweden
  25. Switzerland
  26. United Kingdom

Fund Info

  • Launch date30/09/2004
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN LU0201323531
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Initial investment3.00%

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