Fact sheet: F&C Inst All Stks Corp Bd

Fund information

Fund name
F&C Institutional All Stocks Corporate Bond 3 Gr Acc
Fund company manager
F&C (BMO Global Asset Manageme
Fund type
OEIC
Fund manager(s)
Rebecca Seabrook
since 06/11/2012
Fund objective
The Fund seeks to outperform the Merrill Lynch Sterling Non-Gilts Index by 1% per annum gross of fees over rolling three-year periods. The Fund will invest in predominantly Sterling corporate debt securities. The Fund may also invest in money market instruments and units of collective investment schemes. Derivatives may be used for efficient portfolio management.
Benchmark
BofA Merrill Lynch Sterling Non-Gilts
Investment style
Active
Investment method
Fixed Interest

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

3.7 %

1 Year rank in sector

50/92

Sector

UT Sterling Corporate Bond

Yield

2.5

Fund size

£ 151.9 m

FE Risk score

40

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund0.61 %0.92 %3.7 %18.01 %0 %
Sector0.41 %1.21 %3.81 %15.73 %26.88 %
Rank within sector37 / 9751 / 9750 / 9229 / 85 /
Quartile th2 nd3 rd3 rd2 nd th

Calendar performance

YTD-20172016201520142013
Fund3.29 %10.58 %0.17 %12.18 %0.98 %
Sector3.71 %9.08 %-0.3 %10.06 %0.21 %
Rank within sector64 / 9522 / 8833 / 8616 / 8235 / 76
Quartile th3 rd1 st2 nd1 st2 nd

Risk statistics

Alpha0.2
Beta1.12
Sharpe0.39
Volatility6.11
Tracking error0.91
Information ratio0.85
R-Squared0.99

Price movement

52 week high133.7
52 week low124.2
Current bid price0
Current offer price0
Current mid price131.7

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-