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SMT OAKLEY STRATEGIC BOND - Fund performance

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Find rated £ strategic bond funds


 

Discrete years

Cumulative

  08/09 09/10 10/11 11/12 12/13 1 mth 3 mths 6 mths 1 yr 3 yrs 5 yrs
Absolute 89.7 120.6 107.7 98.2 107.4 99.0 100.3 102.5 107.4 114.0 123.0
Relative to "IMA £ STRATEGIC BOND" 0.0 -1.0 +1.0 -4.0 -3.0 0.0 -2.0 -1.0 -3.0 -7.0 -8.0
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Sector percentile ranking (1=best, 100=worst)   79 93 93

Table based on bid-to-bid data to May 31, 2013 with net dividends reinvested. Source: Lipper

Statistical

Volatility 4% (over last 3 years)
Relative Volatility 0.88
Correlation to Benchmark 86%
Correlation to FTSE All Share Index 67%

 

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. Restricted advice can be provided as part of other services offered by Bestinvest. This will be on a fee basis and is restricted to advice on portfolio management. 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.

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