Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Schroder ISF Strategic Bond CHF Hedged A Acc

Ranked 23 out of 33 in - Global Flexible over 12 months
All calculations are in CHF 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 Switzerland View performance globally

Performance

Global Flexible over : 30/04/2017 - 30/04/2018
  • Rank 23/33 Total Return
  • Rank 26/33 Standard Deviation
  • Rank 11/33 Max Drawdown
Fund Name Currency Return
21 Kames Strategic Global Bond A Acc CHF Hedged

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.6%

22 Legg Mason WA Global Multi Strat Pr Acc Hgd CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.7%

23 Schroder ISF Strategic Bond CHF Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.7%

24 M&G Global Macro Bond CHF A-H Acc CHF

-0.8%

25 UBAM Unconstrained Bond APHC CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.9%

Fund Name Currency Risk
24 GAM Star Tactical Opportunities CHF Inst Acc CHF

2.4

24 PIMCO GIS Diversified Income Inst CHF Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

2.4

26 Schroder ISF Strategic Bond CHF Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

2.4

27 Legg Mason WA Global Multi Strat Pr Acc Hgd CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.5

28 M&G Global Macro Bond CHF A-H Acc CHF

2.8

Fund Name Currency Loss
9 Vontobel Fund - Bd Global Aggregate H hed CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.7%

10 Amundi Fds Bond Global Aggregate - IHC (C)

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.8%

11 Schroder ISF Strategic Bond CHF Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.9%

12 T Rowe Dynamic Global Bond Qh CHF Cap

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.9%

12 Kames Strategic Global Bond A Acc CHF Hedged

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.9%

12 BGF Fixed Income Gbl Opportunities D2 CHF Hedged

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.9%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.9%
2017 -1.2% 0.2% 0.4% -0.5% -1.2%
2016 1.2% -1.4% 0.4% 1.4% 0.9%
2015 -4.4% -0.4% -1.1% -2.9% -0.1%
2014 1.8% 1.4% 0.1% 3.3% -2.9%
2013 0.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Bulgaria
  4. Finland
  5. Germany
  6. Gibraltar
  7. Hungary
  8. Iceland
  9. Luxembourg
  10. Malta
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date31/07/2013
  • Base currencyUSD
  • ISIN LU0952333416
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Initial investment3

Related News

Schroders' Jolly: why I'm long UK and short US bonds

The Citywire AA-rated manager makes significant shift following strong words by Bank of England governor on possible rates rise.

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