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SWIP Corporate Bond Plus A Inc

GBP Corporate Bond

5yr Total Return: 12.36%

BofA Merrill Lynch Sterling Corporate Bond TR: 16.38%

Discrete performance % over

Fund / BenchmarkJan '05
Dec '05
Jan '06
Dec '06
Jan '07
Dec '07
Jan '08
Dec '08
Jan '09
Dec '09
SWIP Corporate Bond Plus A Inc8.850.60-0.51-11.9617.15
BofA Merrill Lynch Sterling Corporate Bond TR8.780.890.70-8.5815.18

Total Returns on £1000 over

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Total Returns on £1000

Discrete Performance over

Discrete Performance

Asset Allocation at Dec-2009

Asset Allocation

Fund info:

ISIN
GB00B019GX02
Size (GBPxM)
1728.75
Launch Date
05 Jul 2004
Base Currency
GBX
Domicile
UK
Identity
UCITS
Legal Structure
OEIC
Registered for sale in
GBR

Risk:

Maximum Drawdown (%)
Standard Deviation
Sharpe Ratio

Lipper Leaders scorecard key:

UK score for 5 years period

Lipper Leaders Key

Objective:

The aim of this Fund is to provide a total return by investing in a portfolio of predominantly bonds. The Fund will predominantly invest in investment-grade sterling denominated corporate bonds. The Fund may also invest in government bonds, non-sterling investment-grade bonds, subinvestment- grade bonds, convertible bonds and preference shares denominated in any currency. The Fund may also invest in other transferable securities, money market instruments, deposits, cash and near cash, derivatives (for efficient portfolio management) and collective investment schemes, and may hold securities of any duration.