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