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
OIC
Fund manager
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

Quick stats

1 Year return

9.23 %

1 Year rank in sector

42/90

Sector

UT Sterling Corporate Bond

Yield

2.6

Fund size

£ 136.9 m

FE Risk score

36

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.07 %5.24 %9.32 %23.69 %0 %
Sector1.01 %5.18 %8.82 %20.08 %34.21 %
Rank within sector42 / 9750 / 9542 / 9016 / 84 /
Quartile th2 nd3 rd2 nd1 st th

Calendar performance

YTD-20172016201520142013
Fund4 %10.58 %0.17 %12.18 %0.98 %
Sector4.12 %9.08 %-0.3 %10.06 %0.21 %
Rank within sector56 / 9521 / 8832 / 8616 / 8335 / 77
Quartile th3 rd1 st2 nd1 st2 nd

Risk statistics

Alpha0.33
Beta1.12
Sharpe0.57
Volatility6.05
Tracking error0.92
Information ratio1.1
R-Squared0.99

Price movement

52 week high132.6
52 week low121
Current bid price0
Current offer price0
Current mid price132.6

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-