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Bonds - UK Gilt
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- Bonds - UK Gilt
Rank:
10 of 29
UK Gilt
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Objective
The Fund’s investment objective is to achieve a total return over the medium term, which should be considered as a period of 3–5 years, by predominantly investing in UK government bonds, also known as gilts. At least 80% of the Fund will be invested in UK Government bonds, which are fixed-income securities issued by the UK Government, also known as gilts.
Managed by:
Craig Inches 
Craig Inches is head of rates and cash at Royal London Asset Management (RLAM). He joined RLAM in 2009 from Scottish Widows Investment Partnership as an investment director. Inches has a degree in investment analysis from Stirling University, an actuarial mathematics and statistics degree from Heriot-Watt University and is an associate of the UK Society of Investment Professionals.
Ben Nicholl
Ben Nicoll is a portfolio manager at Royal London Asset Management (RLAM), where he's responsible for quantitative bond modelling within RLAM’s rates and cash business. He previously worked within RLAM’s far east equity and asset allocation teams. Nicoll has a degree in economics from the University of York and is a CFA charterholder.
Showing manager performance globally. You can view performance in individual jurisdictions.
Performance
UK Gilt
28/02/2023 - 29/02/2024
| Rank | Fund Name | Currency | Return |
|---|---|---|---|
| 08 | Insight Inv UK Govt All Mat Bd P Acc | GBP | 1.2% |
| 09 | As Of Prcd (Nt) UK CvtlGltAllStksIdxSbFd | GBP | 1.1% |
| 10 | Royal London UK Government Bond Z Inc | GBP | 1% |
| 11 | NFU Mutual UK Government Bond I | GBP | 0.9% |
| 12 |
| GBP | 0.8% |
View full league table
| Rank | Fund Name | Currency | Risk |
|---|---|---|---|
| 17 | Schroder Gilt and Fixed Int A Acc GBP | GBP | 8.8% |
| 18 | Royal London UK Government Bond Z Inc | GBP | 8.8% |
| 19 | abrdn UK Government Bond I Inc | GBP | 8.9% |
| 20 | CT Sterling Bond Retail Inc | GBP | 9.1% |
View full league table
| Rank | Fund Name | Currency | Loss |
|---|---|---|---|
| 08 | St James's Place Gilts L Acc | GBP | -4.5% |
| 09 | Fidelity UK Gilt WInc | GBP | -5.6% |
| 10 | Royal London UK Government Bond Z Inc | GBP | -5.7% |
| 11 | Insight Inv UK Govt All Mat Bd P Acc | GBP | -5.9% |
| 11 | FTF Franklin UK Gilt W Acc | GBP | -5.9% |
View full league table
Total Returns
Month by month Performance
Quarterly Performance
| to 01/01/2024 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2023 | 4.8% | 2.2% | -5.6% | -0.2% | 8.7% |
| 2022 | -22.1% | -7% | -7.8% | -11.2% | 2.4% |
| 2021 | -5% | -6.8% | 1.5% | -1.4% | 1.9% |
| 2020 | 9% | 6.6% | 2.9% | -0.8% | 0.1% |
| 2019 | 6.8% | 3.4% | 1.6% | 5.6% | -3.7% |
| 2018 | 0% | -0.1% | 0.3% | -1.6% | 1.5% |
| 2017 | 1.8% | 1.6% | -1.3% | -0.5% | 2.1% |
| 2016 | 9.8% | 4.4% | 5.5% | 3.6% | -3.8% |
| 2015 | 0.7% | 1.9% | -3.1% | 2.6% | -0.6% |
| 2014 | 12.3% | 1.8% | 1.5% | 2.8% | 5.8% |
| 2013 | -3.8% | 0.2% | -3.1% | 0.1% | -1.1% |
| 2012 | 2.9% | -1.8% | 3.8% | 0.9% | 0% |
| 2011 | 15.7% | -0.3% | 2.5% | 6.8% | 6.1% |
| 2010 | 3.6% | -2% |
Returns Vs Risk
Asset Allocation
Breakdown
31/01/2024
Top 10 Holdings
| Stock | Size |
|---|---|
| United Kingdom of Great Britain and Northern Ireland 4.125% | 19.36% |
| United Kingdom of Great Britain and Northern Ireland 0.5% | 12.71% |
| United Kingdom of Great Britain and Northern Ireland 3.5% | 7.81% |
| United Kingdom of Great Britain and Northern Ireland 1.75% | 6.83% |
| United Kingdom of Great Britain and Northern Ireland 1.125% | 4.75% |
| United Kingdom of Great Britain and Northern Ireland 1.25% | 3.71% |
| United Kingdom of Great Britain and Northern Ireland 1.5% | 3.57% |
| United Kingdom of Great Britain and Northern Ireland 3.75% | 3.37% |
| United Kingdom of Great Britain and Northern Ireland 1.625% | 3.19% |
| United Kingdom of Great Britain and Northern Ireland 0.375% | 3.12% |
31/01/2024
Registered For Sale In
- United Kingdom
| Fund Info | |
|---|---|
| Launch date | 30th April 2010 |
| ISIN | GB00B63M5F42 |
| Base Currency | GBP |
| Investments and Charges | |
|---|---|
| Minimum Initial Investment | 3m GBP |
| Minimum Regular Additional Investment | 50,000 GBP |
| Annual Management Charge | 0.25% |
| Fund Size | |
|---|---|
| B Inc Share Class | 247.646m GBP |
Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).
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