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INTERVIEW: Talking Fixed Income With UK's Stratton Street

Tom Burroughes, Group Editor , London , 15 August 2012

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The UK-based investment house with a total of over $1 billion of assets under management, Stratton Street, explains its approach in overseeing the Wealthy Nations Bond Fund.

Editor’s note: The UK-based investment house with a total of over $1 billion of assets under management, Stratton Street, explains its approach in overseeing the Wealthy Nations Bond Fund.

Who is/are the manager/s of the fund?

The fixed income groups investment process and philosophy has been built over time by the collaboration of Andy Seaman and Mark Johns, who have worked together since the mid 1990s. Day-to-day fund management is supplemented with input from Freddie Coldham and Parita Ghalay. Andy and Mark have been with Stratton Street Capital since its formation in June 2005. This was the successor to MSG & Partners Ltd, which received its initial approval from IMRO [the Investment Management Regulatory Association, a predecessor of the Financial Services Authority] in May 2001.

How old is the fund? Its size of AuM, target returns, fees?

Current fixed income assets under management and advice total $1.15 billion. The largest fund, the New Capital Wealthy Nations Bond Fund, where they act as the advisor, has $850 million in its portfolio. Launched in September 2009, its current portfolio gives a gross yield of over 5.5 per cent and has achieved a compound gross return of 10.23 per cent. Total fees including expenses are approximately 1.33 per cent making a net return of 8.90 per cent.

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