Stopford sees focal shift as driver of bond fund success

clock

Investec manager points to change of focus as performance catalyst since taking reins of the group's Strategic Bond fund in 2006.

John Stopford, co-head of fixed income at Investec Asset Management, has delivered 26.4% for investors in the past three years, compared to the average Strategic Bond fund return of 20.8%. Here, he talks about how he changed the focus of his £320m Strategic Bond fund after becoming manager in 2006, his views on the UK bond market, the ongoing European sovereign debt crisis, and where best to find value in emerging markets. How have you managed the Strategic Bond fund since you took over in 2006, and what have you done differently to improve performance? The fund used to be a fairly stan...

To continue reading this article...

Join Investment Week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Bonds

Four graphs explaining... fixed income

Four graphs explaining... fixed income

Four experts write

Investment Week
clock 08 August 2022 • 3 min read
Arthur Lau of PineBridge Investments

Asia Fixed Income: on a firm foundation

US interest rates little impact

Arthur Lau
clock 20 July 2022 • 3 min read
Mark Holman, portfolio manager at TwentyFour Asset Management

TwentyFour's Holman: How to prep your bond portfolio for recession

The first half of 2022 was one of the most painful periods in living memory for financial markets.

Mark Holman
clock 19 July 2022 • 4 min read
Trustpilot