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Schroder ISF Strategic Bond EUR Hedged A Acc

Ranked 27 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.

James Lindsay-Fynn

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 : 31/10/2016 - 31/10/2017
  • Rank 27/36 Total Return
  • Rank 2/36 Standard Deviation
  • Rank 15/36 Max Drawdown
Fund Name Currency Return
25 Carmignac Pfl Unconstrained Glbl Bd A EUR acc SEK

-0.9%

26 Franklin Flexible Alpha Bond I (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

SEK

-1.4%

27 Schroder ISF Strategic Bond EUR Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

SEK

-1.5%

28 AB SICAV I-Diversified Yield Plus Pf A2 EUR H

Currency exposure is hedged

Currency exposure is hedged

SEK

-1.6%

29 BGF Strategic Global Bond E2 EUR hedged

Currency exposure is hedged

Currency exposure is hedged

SEK

-2.0%

Fund Name Currency Risk
1 Nordea 1 - Flexible Fixed Income BP EUR SEK

2.8

2 Schroder ISF Strategic Bond EUR Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

SEK

4.2

3 T Rowe Dynamic Global Bond Ih EUR Cap

Currency exposure is hedged

Currency exposure is hedged

SEK

4.7

4 Carmignac Pfl Unconstrained Glbl Bd A EUR acc SEK

4.7

5 UBAM Unconstrained Bond IPC EUR SEK

4.8

Fund Name Currency Loss
13 Man GLG Flexible Bond D EUR Acc SEK

-4.3%

14 UBAM Unconstrained Bond IPC EUR SEK

-4.3%

15 Schroder ISF Strategic Bond EUR Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

SEK

-4.4%

16 Legg Mason WA Global Multi Strat A Acc H EUR

Currency exposure is hedged

Currency exposure is hedged

SEK

-4.4%

17 Morgan Stanley Global Fixed Income Opps AHX EUR

Currency exposure is hedged

Currency exposure is hedged

SEK

-4.5%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 -0.1% 1.3% -0.1%
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. Denmark
  5. Finland
  6. France
  7. Germany
  8. Gibraltar
  9. Greece
  10. Hong Kong
  11. Iceland
  12. Italy
  13. Luxembourg
  14. Macau
  15. Malta
  16. Netherlands
  17. Norway
  18. Poland
  19. Portugal
  20. Singapore
  21. Spain
  22. Sweden
  23. Switzerland
  24. 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

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Asset management firm set to launch diversified, top down strategy for multi-sector income team.

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