Asset Allocator 100 Club  

100 Club 2024: Sterling Corporate Bond

100 Club 2024: Sterling Corporate Bond
 

Winner: Rathbone Ethical Bond

The shortlisted companies are:

NB Corporate Hybrid Bond
Schroder Sterling Corporate Bond
Royal London Sterling Credit
Rathbone Ethical Bond
CT Sterling Short Dated Corporate Bond

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NB Corporate Hybrid Bond

Management group: Neuberger Berman
Category: Sterling Corporate Bond
Related benchmark used: IA Sterling Corporate Bond
One-year total return: 9.28
Five-year total return: 4.61
Assets/Market capitalisation: £1.6bn
Name of manager(s)/management team(s): David M Brown, Antonio Serpico, Sergejs Prala & Linus Claesson
Start date of longest serving manager(s)/management team(s): November 19, 2011

Schroder Sterling Corporate Bond

Management group: Schroders
Category: Sterling Corporate Bond
Related benchmark used: IA Sterling Corporate Bond
One-year total return: 8.77
Five-year total return: 12.28
Assets/Market capitalisation: £672mn
Name of manager(s)/management team(s): Daniel Pearson & Julien Houdain
Start date of longest serving manager(s)/management team(s): April 1, 2021

Royal London Sterling Credit

Management group: Royal London
Category: Sterling Corporate Bond
Related benchmark used: IA Sterling Corporate Bond
One-year total return: 8.28
Five-year total return: 5.63
Assets/Market capitalisation: £2.5bn
Name of manager(s)/management team(s): Paola Binns
Start date of longest serving manager(s)/management team(s): September 1, 2008

Rathbone Ethical Bond

Management group: Rathbones
Category: Sterling Corporate Bond
Related benchmark used: IA Sterling Corporate Bond
One-year total return: 7.77
Five-year total return: 5.89
Assets/Market capitalisation: £1.9bn
Name of manager(s)/management team(s): Bryn Jones, Stuart Chilvers & Christie Goncalves
Start date of longest serving manager(s)/management team(s): November 1, 2004

CT Sterling Short Dated Corporate Bond

Management group: Columbia Threadneedle
Category: Sterling Corporate Bond
Related benchmark used: IA Sterling Corporate Bond
One-year total return: 7.15
Five-year total return: 5.57
Assets/Market capitalisation: £286mn
Name of manager(s)/management team(s): Alasdair Ross
Start date of longest serving manager(s)/management team(s): December 9, 2016