Asset Allocator 100 Club  

100 Club 2024: Sterling Strategic Bond

100 Club 2024: Sterling Strategic Bond
 

Winner: Schroder Strategic Credit

The shortlisted companies are:

Titan Hybrid Capital Bond
Royal London Sterling Extra Yield
Schroder Strategic Credit
L&G Strategic Bond
Axa Framlington Managed Income

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Titan Hybrid Capital Bond

Management group: Titan Asset Management
Category: Sterling Strategic Bond
Related benchmark used: IA Sterling Strategic Bond
One-year total return: 14.93
Five-year total return: 22.7
Assets/Market capitalisation: £206mn
Name of manager(s)/management team(s): Peter Doherty
Start date of longest serving manager(s)/management team(s): August 31, 2016

Royal London Sterling Extra Yield

Management group: Royal London
Category: Sterling Strategic Bond
Related benchmark used: IA Sterling Strategic Bond
One-year total return: 10.74
Five-year total return: 21.01
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 11, 2003

Schroder Strategic Credit

Management group: Schroders
Category: Sterling Strategic Bond
Related benchmark used: IA Sterling Strategic Bond
One-year total return: 10.67
Five-year total return: 17.73
Assets/Market capitalisation: £718mn
Name of manager(s)/management team(s): Peter Harvey
Start date of longest serving manager(s)/management team(s): April 4, 2006

L&G Strategic Bond

Management group: Legal & General
Category: Sterling Strategic Bond
Related benchmark used: IA Sterling Strategic Bond
One-year total return: 9.79
Five-year total return: 26.05
Assets/Market capitalisation: £545mn
Name of manager(s)/management team(s): Colin Reedie & Matthew Rees
Start date of longest serving manager(s)/management team(s): January 1, 2019

Axa Framlington Managed Income

Management group: Axa Investment Managers
Category: Sterling Strategic Bond
Related benchmark used: IA Sterling Strategic Bond
One-year total return: 9.19
Five-year total return: 16.08
Assets/Market capitalisation: £269mn
Name of manager(s)/management team(s): George Luckraft & Jamie Forbes-Wilson
Start date of longest serving manager(s)/management team(s): March 23, 2006