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BARCLAYS STERLING BOND B S2 - Fund overview

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Overview of BARCLAYS STERLING BOND B S2

The fund aims to provide a high income from fixed interest securities. There is a strong emphasis on preservation of capital - the portfolio is diversified across 200-odd holdings to minimise the effect of default risk.

Standard Initial Charge

2.50% 0.00%

Fund summary

Sector  £ Strategic Bond
Product type  OEIC
Launched  March, 2002
Size  £424m
Yield 3.8%
Charging basis  –
Dividends paid  15/10, 15/1, 15/4, 15/7.
Bid price 62.48p

Fund Charges

Standard Initial charge 2.50%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.00%
Total expense ratio 1.20%
Reduction in yield (10yr) 1.20%

Bestinvest says


No information available.

Portfolio

barclays sterling bond b s2   asset allocation illustration
Allocation Proportion
Equity 0%
High yield bonds 0%
Quality bonds 99%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 1%
barclays sterling bond b s2   equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
barclays sterling bond b s2   equity capitalisation illustration
Allocation Proportion
Large Caps 32%
Mid Caps 67%
Small Caps 1%

Investment process


The aim of the trust is to provide a high income from a managed portfolio investing in sterling fixed interest securities including British Government stocks, consistent with security of capital. Gilts normally comprise between 15 -20% of the portfolio.
The corporate bond element of the portfolio is mainly invested in high quality bonds typically AA rated, although the manager will invest in unrated issues if they pass rigorous selection criteria.
The portfolio is largely guided by the the top-down house view.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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