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Schroder ISF Strategic Bond CHF Hedged A Acc

Ranked 28 out of 29 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.

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 Switzerland View performance globally

Performance

Global Flexible over : 31/12/2016 - 31/12/2017
  • Rank 28/29 Total Return
  • Rank 15/29 Standard Deviation
  • Rank 23/29 Max Drawdown
Fund Name Currency Return
25 UBAM Unconstrained Bond APHC CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.2%

26 Carmignac Pfl Unconstrained Glbl Bd A CHF acc Hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.3%

27 Vontobel Fund - Bd Global Aggregate H hed CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.5%

28 Schroder ISF Strategic Bond CHF Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.2%

29 T Rowe Dynamic Global Bond Qh CHF Cap

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.7%

Fund Name Currency Risk
13 EdR Fund Bond Allocation A CHF Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

1.5

14 Credit Suisse (Lux) AgaNola Glbl Val Bd Fd FBH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

1.5

15 Schroder ISF Strategic Bond CHF Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

1.5

16 GAM Multibond - Diversified Income Bd-CHF A CHF

1.6

17 Nordea 1 - Flexible Fixed Income HBI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

1.7

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

1.7

Fund Name Currency Loss
21 Credit Suisse (Lux) AgaNola Glbl Val Bd Fd FBH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.4%

22 Vontobel Fund - Bd Global Aggregate H hed CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.4%

23 Schroder ISF Strategic Bond CHF Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.9%

24 Carmignac Pfl Unconstrained Glbl Bd A CHF acc Hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.1%

25 Man GLG Flexible Bond D H CHF Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.2%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
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. Finland
  3. France
  4. Germany
  5. Gibraltar
  6. Iceland
  7. Luxembourg
  8. Malta
  9. Spain
  10. Sweden
  11. Switzerland
  12. 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).