Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Schroder Fixed Income-Professional

Ranked 31 out of 75 in - Australian Dollar over 12 months
All calculations are in AUD unless stated

Managed by

Stuart Dear

Stuart Dear joined Schroders in October 2012 as a fund manager and has portfolio management responsibility for Schroders absolute return fixed income strategies, including the Schroder Cash Plus Strategy as well as Core Strategies. As a senior member of the investment team, Dear has an important role in the development and implementation of overall fixed income investment strategy across the team’s product set. Dear joined from Aberdeen Asset Management where he held the position of senior portfolio manager, Fixed Income where he had responsibility for a range of fixed income portfolios as well being a member of the rates, relative value and inflation linked strategy teams. Dear has over 15 years fixed income investment experience gained at both Aberdeen and Credit Suisse Asset Management. Dear holds a Bachelor of Economics (Hons) from the University of Sydney and is a CFA charterholder.

Simon Doyle

Simon Doyle is head of fixed income and multi-asset at Schroders Investment Management. He is responsible for Schroder’s Australian fixed income and multi-asset investment capability. Simon joined Schroders in 2003 as head of strategy and prior to this, he spent 15 years at AMP Henderson where he worked in a number of economic and strategy related roles. Simon graduated from Macquarie University with an MA in Applied Finance and the University of Sydney with a BA in Economics.

Kellie Wood

Kellie Wood joined Schroders in March 2007 and is the co-portfolio manager responsible for the Schroder Fixed Income Core-Plus Strategy. As a senior member of the fixed income team, Wood has an important role in the development and implementation of fixed income strategy across the team’s product set. Wood joined Schroders following seven years as a Director with UBS Global Asset Management’s portfolio management and fixed income investment team. She has a solid background in bond market strategy, portfolio management and execution. Wood holds a Masters in Applied Finance from Macquarie University and a Bachelors degree (Hons) in Economics and Finance from the University of Wollongong.

Objective

To outperform the Bloomberg AusBond Composite 0+Yr Index after fees over the medium term. The Fund may invest in a selection of Australian and global fixed interest securities such as government and quasi-government bonds, corporate bonds across the credit spectrum, subordinated securities, asset backed securities, developing market bonds, cash and cash equivalents.

Performance

Australian Dollar over : 31/07/2017 - 31/07/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.9% 0.8%
2017 3.3% 1.2% 0.9% -0.2% 1.4%
2016 2.6% 1.2% 2.5% 0.9% -2.0%
2015 1.6% 1.9% -1.7% 1.3% 0.1%
2014 8.4% 1.4% 2.7% 0.8% 3.1%
2013 2.8% 0.4% 0.8% 1.0% 0.7%
2012 8.7% 1.4% 3.7% 2.5% 0.8%
2011 10.7% 2.5% 2.4% 3.3% 2.1%
2010 6.6% 1.4% 3.0% 2.7% -0.6%
2009 5.8% 0.0% 0.6% 3.4% 1.7%
2008 11.7% 1.7% 0.5% 4.9% 4.3%
2007 3.8% 1.5% 0.3% 1.7% 0.3%
2006 4.3% 0.7% 0.4% 2.2% 0.9%
2005 6.2% 0.5% 2.9% 1.2% 1.6%
2004 7.6% 2.4% 0.5% 2.5% 2.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia
  2. New Zealand

Fund Info

  • Launch date18/12/2003
  • Share Class size79Mn
  • Base currencyAUD
  • ISIN AU60SCH00166

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment0

Charges

  • Annual management0.28%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).