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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Alix Stewart

Alix Stewart

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About Alix Stewart

Corporate bond fund manager Alix Stewart currently works at Schroders. Armed with a degree in economics and mathematics from the University of Leeds, Alix began her financial career as an actuarial student at Scottish Mutual. She was appointed senior portfolio manager for corporate bonds at Gartmore in December 2003. She joined Scottish Widows Investment Partnership in January 2006, and later joined UBS. Outside of work, Alix is a keen football fan who counts ‘travelling with the Tartan Army,’ Persian cats and horse riding among her interests.

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Citywire Rating: A rated

2015

  • FRated A in Feb 2015
  • MRated AA in Mar 2015
  • ARated A in Apr 2015
  • MRated A in May 2015
  • JRated A in Jun 2015
  • JRated A in Jul 2015
  • ARated A in Aug 2015
  • SRated A in Sep 2015
  • ORated A in Oct 2015
  • NRated A in Nov 2015
  • DRated A in Dec 2015

2016

  • JRated A in Jan 2016
  • FRated A in Feb 2016
  • MRated A in Mar 2016
  • ARated A in Apr 2016
  • MRated A in May 2016
  • JRated A in Jun 2016
  • JRated AA in Jul 2016
  • ARated AA in Aug 2016
  • SRated AA in Sep 2016
  • ORated AA in Oct 2016
  • NRated A in Nov 2016
  • DRated A in Dec 2016

2017

  • JRated A in Jan 2017
  • FRated A in Feb 2017
  • MRated A in Mar 2017
  • ARated AA in Apr 2017
  • MRated A in May 2017
  • JRated AA in Jun 2017
  • JRated AA in Jul 2017
  • ARated A in Aug 2017
  • SRated AA in Sep 2017
  • ORated AA in Oct 2017
  • NRated AA in Nov 2017
  • DRated AA in Dec 2017

2018

  • JRated AA in Jan 2018
  • FRated AA in Feb 2018
  • MRated AA in Mar 2018
  • ARated AA in Apr 2018
  • MRated AA in May 2018
  • JRated AA in Jun 2018
  • JRated AA in Jul 2018
  • ARated AA in Aug 2018
  • SRated AA in Sep 2018
  • ORated AA in Oct 2018
  • NRated AA in Nov 2018
  • DRated AA in Dec 2018

2019

  • JRated AA in Jan 2019
  • FRated A in Feb 2019
  • MRated A in Mar 2019
  • ARated A in Apr 2019
  • MRated A in May 2019
  • JRated A in Jun 2019
  • JRated A in Jul 2019
  • ARated A in Aug 2019
  • SRated A in Sep 2019
  • ORated Plus in Oct 2019
  • NRated A in Nov 2019
  • DRated A in Dec 2019

2020

  • JRated A in Jan 2020
  • FRated A in Feb 2020
  • MRated A in Mar 2020

Performance

Bonds - Global Corporates
over : 28/02/2019 - 29/02/2020

Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2020 Annual Q1 Q2 Q3 Q4
2019 13.0% 4.8% 3.8% 2.7% 1.2%
2018 1.0% -0.9%
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..