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Threadneedle Strategic Bond Class Z - Income (GBP)

Sell:102.40p Buy:102.40p Change: 0.12p (0.12%)
Prices as at 3 July 2020
Sell:102.40p
Buy:102.40p
Change: 0.12p (0.12%)
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 3 July 2020
Sell:102.40p
Buy:102.40p
Change: 0.12p (0.12%)
Prices as at 3 July 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

Strategic bond funds have the freedom to invest across the fixed-interest spectrum, from traditional government and corporate bonds to higher-risk high-yield bonds. They can also invest up to 20% of the fund overseas and potentially benefit from currency movements. But this relies on the skill of the fund manager in making the right calls. Given the huge flexibility fund managers in this sector have, each fund should be judged on its own merits. Some focus on generating an income while others try to grow investors' money, or shelter it when times get tougher.

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

03/07/15 to 03/07/16 03/07/16 to 03/07/17 03/07/17 to 03/07/18 03/07/18 to 03/07/19 03/07/19 to 03/07/20
Annual return 2.62% 6.87% 0.21% 5.41% 3.46%

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: Ryan Staszewski
Manager start date: 1 December 2018
Manager located in: London

Ryan Staszewski joined the company in 2012 and is currently an investment grade portfolio manager within the Fixed Income team in London with responsibility for European credit portfolios. Previously, he worked as a credit analyst, undertaking fundamental analysis across a number of sectors within the investment grade universe. Prior to joining the company, Ryan worked as a sell-side publishing analyst at JP Morgan, where he was voted the No.2 utilities analyst by industry peers in the Euromoney 2012 fixed income survey. Prior to JP Morgan, Ryan was a buy-side credit analyst at Aviva Investors. Ryan has a degree in Economics and Finance from Curtin University, Western Australia. He also holds the Chartered Financial Analyst designation.

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