Sterling Strategic Bond

- Jupiter Merian Global Strategic Bond ★
- Royal London Sterling Extra Yield Bond
- Axa Framlington Managed Income
- M&G UK Inflation Linked Corporate Bond
- Invesco Monthly Income Plus
Jupiter Merian Global Strategic Bond ★
Management group: Jupiter
Category: Sterling Strategic Bond
Related benchmark used: IA Sterling Strategic Bond
One-year total return: -2.11
Five-year total return: 21.11
Assets/Market capitalisation: £237m
Name of manager(s)/management team(s): Mark Nash
Start date of longest serving manager(s)/management team(s): August 2016
Royal London Sterling Extra Yield Bond
Management group: Royal London
Category: Sterling Strategic Bond
Related benchmark used: IA Sterling Strategic Bond
One-year total return: -3.84
Five-year total return: 19.02
Assets/Market capitalisation: £1.6bn
Name of manager(s)/management team(s): Eric Holt & Rachid Semaoune
Start date of longest serving manager(s)/management team(s): April 2003
Axa Framlington Managed Income
Management group: Axa
Category: Sterling Strategic Bond
Related benchmark used: IA Sterling Strategic Bond
One-year total return: -6.51
Five-year total return: 12.75
Assets/Market capitalisation: £334m
Name of manager(s)/management team(s): George Luckraft & Jamie Forbes-Wilson
Start date of longest serving manager(s)/management team(s): March 2006
M&G UK Inflation Linked Corporate Bond
Management group: M&G
Category: Sterling Strategic Bond
Related benchmark used: IA Sterling Strategic Bond
One-year total return: -0.07
Five-year total return: 7.72
Assets/Market capitalisation: £1.2bn
Name of manager(s)/management team(s): Ben Lord & Matthew Russell
Start date of longest serving manager(s)/management team(s): September 2010
Invesco Monthly Income Plus
Management group: Invesco
Category: Sterling Strategic Bond
Related benchmark used: IA Sterling Strategic Bond
One-year total return: -8.4
Five-year total return: 11.5
Assets/Market capitalisation: £2.1bn
Name of manager(s)/management team(s): Ciaran Mallon & Rhys Davies
Start date of longest serving manager(s)/management team(s): October 2013
