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You are here: Manager factsheet

Eric Holt
Royal London Asset Mgmt (IRL), Royal London Unit Tst Mgrs Ltd, RLUM (CIS) Ltd
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Manager profile
Eric Holt – Senior Fund Manager Eric has extensive knowledge of investment grade and high yield corporate bonds, gained over a career spanning more than 40 years. He manages the Ethical Bond Fund and the Sterling Extra Yield Bond Fund as well as having a wider role within the team. He joined RLAM in 1999 following Royal London’s acquisition of United Assurance, where he had worked for the previous 20 years. Eric is a graduate of Nottingham University with a degree in mathematics and is an associate of the Institute and Faculty of Actuaries.
Total return for Eric Holt
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Eric Holt

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Eric Holt 12.0 6.3 -13.3 5.3 2.5 7.2 1.9 8.0 8.9 3.0
Peer Group Composite 9.7 3.0 -13.8 1.8 4.4 7.5 -0.7 3.9 7.8 2.2
Over / Under 2.3 3.3 0.5 3.5 -1.9 -0.3 2.6 4.1 1.1 0.8
Performance vs peer group composite: Eric Holt
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Royal London Sterling Extra Yield Bond Co-managed IA Sterling Strategic Bond since Apr 11 2003 to present
Royal London Sterling Credit Co-managed (deputy) IA Sterling Corporate Bond since Sep 01 2008 to present
Royal London Ethical Bond Lead manager IA Sterling Strategic Bond since Jun 01 2009 to present
Royal London Short Duration Credit Co-managed (deputy) IA Sterling Strategic Bond since Nov 08 2013 to present
Royal London Investment Grade Short Dated Credit Co-managed (deputy) IA Sterling Corporate Bond since Dec 07 2015 to present
Royal London Global Bond Opportunities Co-managed IA Global Mixed Bond since Dec 08 2015 to present
Royal London Corporate Bond Monthly Income Trust Co-managed (deputy) IA Sterling Corporate Bond since Jun 30 2024 to present
Funds managed previously
Fund Periods
Royal London Index Linked since Feb 15 1990 to Dec 01 2002
Royal London UK Government Bond since Jun 01 1996 to Nov 30 2002
Royal London Strategic Bond Trust since Sep 29 2006 to fund close
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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