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Schroder Long Dated Corporate Bond Class I - Accumulation (GBP)

Sell:403.30p Buy:403.30p Change: 3.60p (0.89%)
Prices as at 12 August 2020
Sell:403.30p
Buy:403.30p
Change: 3.60p (0.89%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 12 August 2020
Sell:403.30p
Buy:403.30p
Change: 3.60p (0.89%)
Prices as at 12 August 2020
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Funds in this sector invest mainly in 'investment grade bonds'. These are issued by companies that are more likely to be able to repay their debts to bondholders. As such, they tend to offer lower yields than bonds issued by companies that are less likely to be able to pay off their debts. Corporate bonds have generally performed well since the 2008 financial crisis. With interest rates on cash so low, they've appealed to income investors. This has pushed up bond prices, but means their yields have also fallen. Some suggest there is now less value in this area of the market. We think that with interest rates likely to stay lower for longer, a corporate bond fund could be a good addition to a diversified portfolio invested to generate income.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

11/08/15 to 11/08/16 11/08/16 to 11/08/17 11/08/17 to 11/08/18 11/08/18 to 11/08/19 11/08/19 to 11/08/20
Annual return 26.49% -1.84% -0.56% 15.83% 11.09%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Alix Stewart & Team
Manager start date: 1 August 2012
Manager located in: London

Alix Stewart is a Credit Portfolio Manager at Schroders, which involves managing the credit portfolio for Fixed Income clients. She joined Schroders in 2012 and is based in London. Alix was Head of UK Fixed Interest Interest at UBS Global Asset Management from 2011 to 2012, which involved managing the UK Fixed Interest strategy. She was a Global Credit Fund manager at UBS Global Asset Management from 2008 to 2011, which involved managing the Global Credit Fund strategy. She was a Fund Manager at SWIP from 2006 to 2008, which involved managing the High Alpha UK Retail Corporate Bond strategy. She was a Credit Portfolio Manager at Gartmore from 2004 to 2006, which involved managing the High Alpha UK Retail Corporate Bond strategy. Qualifications: BSc in Economic and Mathematics (Hons) from the University of Leeds.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account