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Rathbone Strategic Bond Fund Institutional Class Acc (0P0000UAFM)

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1.55 0.00    0%
29/04 - Delayed Data. Currency in GBP ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 77.27M
Type:  Fund
Market:  United Kingdom
Issuer:  Rathbone Unit Trust Management Limited
ISIN:  GB00B6ZS2486 
Asset Class:  Bond
Rathbone Strategic Bond Fund Institutional Class A 1.55 0.00 0%

0P0000UAFM Overview

 
On this page you'll find an in-depth profile of Rathbone Strategic Bond Fund Institutional Class Acc. Learn about the key management, total assets, investment strategy and contact information of 0P0000UAFM among other information.
Category

Global Flexible Bond - GBP Hedged

Total Assets

77.27M

Expenses

Inception Date

Oct 03, 2011

Investment Strategy

The objective of the fund is to deliver a greater total return than the IA Sterling Strategic Bond sector, after fees, over any rolling five-year period. The manager aim to deliver this return with a lower volatility than the IA Sterling Strategic Bond sector. To meet the objective, the fund manager will invest in government and corporate bonds, with no restriction on their credit quality. Up to 10% of the fund can be invested directly in contingent convertible bonds. The fund will also use a mixture of specialist funds and direct investment in bonds, with no limits on either.

Contact Information

Address 8 Finsbury Circus
London, EC2M 7AZ
United Kingdom
Phone 020 7399 0399
Fax 020-7399-0057

Top Executives

Name Title Since Until
Stuart Chilvers - 2016 Now
Biography Stuart is the lead fund manager of the Rathbone High Quality Bond Fund. He works with our head of fixed income, Bryn Jones, assisting in the management of the Rathbone Ethical Bond Fund and the Rathbone Strategic Bond Fund as well. Stuart joined Rathbones in September 2017 and was made an Assistant Fund Manager in January 2020, then Fund Manager in January 2022. Previously, he gained three years’ industry experience at Brown Shipley. He graduated from Bath University with a first-class Bachelor’s degree in Mathematics. He is a CFA Charterholder and also holds the CISI Chartered Wealth Manager qualification, having won the CISI Financial Markets & CISI Chartered Wealth Manager Qualification awards at the annual CISI awards in 2016 & 2017 respectively. He was named in the 2018 Citywire Top 30 under 30 investment management awards
Bryn Jones Portfolio Manager 2011 Now
Biography "Bryn joined Rathbones in November 2004 and heads up the fixed income team. He has over 25 years’ investment industry experience in equity and fixed income markets. Bryn is a WMA representative and sits on the IA fixed income advisory committee."
Noelle Cazalis Portfolio Manager 2016 2023
Biography Noelle joined Rathbones in July 2011 and was made manager in October 2018. Before this, she spent some time as a financial analyst for the Bank of France in Paris and five months in Cambodia, where she undertook due diligence on the Cambodian banking sector for the French Embassy. Noelle has achieved two master’s degrees with distinction in 2010, from the University of Montesquieu in Bordeaux - a Magistere of International Finance, and a Master’s in Banking, Finance and Financial Assets Trading. Noelle is a CFA (Chartered Financial Analyst) charter-holder. She was named in the 2016 Citywire Top 30 Under 30 investment management awards.
David Coombs Head 2011 2019
Biography David heads up the team responsible for managing the Rathbone Multi-Asset Portfolios. He joined Rathbones in 2007 after spending 19 years with Baring Asset Management where he managed multi-asset funds and segregated mandates. His career began with Hambros Bank in 1984
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