MoneyAM Fund Centre

Quick Stats

Fund Objective

The fund aims to provide income and capital growth in excess of the FTSE Gilts All Stocks index (after fees have been deducted) over a 3 to 5 year period by investing in bonds issued by governments worldwide. The fund is actively managed and invests at least 95% of its assets in bonds denominated in sterling (or in other currencies and hedged back into sterling) issued by governments, government agencies and supra-nationals worldwide. The fund invests at least 80% of its assets in bonds issued by the UK government. The fund may also invest directly or indirectly in securities (including in other asset classes), countries, regions, industries or currencies, collective investment schemes (including Schroder funds) and money market instruments, and hold cash. The fund may use derivatives with the aim of achieving investment gains, reducing risk or managing the fund more efficiently. The fund may use leverage and take short positions.

Fund Managers

Paul Grainger

Paul Grainger joined Schroders in 2015 as a Senior Portfolio Manager in the Fixed Income team, based in London. His earlier career began in 1995 within the BZW Securities graduate training programme where he rotated through Fixed Income sales and trading and into asset management at Barclays Global Investors. In 1999 he moved to Gartmore as a Senior Portfolio Manager and then moved to F&C Asset Management in 2003. In 2006 he moved to Wellington Management as a Portfolio Manager and latterly in 2014, co-founded a financial technology firm named yoyoDATA before moving to Schroders in 2015. Paul graduated from Exeter University in 1995 with a B.A. in Economics and European Studies and he is a Member of the United Kingdom Society of investment professionals and a CFA Charterholder.

Bob Jolly

Bob Jolly is a veteran portfolio manager and head of global macro strategy at Schroders having joined the company in 2011. Previously he worked as head of currency, UK fixed income and global sovereign portfolio management at UBS Global Asset Management. Prior to UBS, Bob spent over two decades at Gartmore Investment Management becoming head of UK, global and structured fixed income portfolio construction.

Global Multi-Sector Team

Schroders' global multi-sector team is led by Bob Jolly, head of global macro, and Gareth Isaac, a fixed income fund manager.

James Ringer