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M&G Global Macro Bond

Ranked 36 out of 41 in - Global Flexible over 12 months
All calculations are in EUR unless stated

Managed by

Jim Leaviss

Jim Leaviss' financial career started at the Bank of England in 1992 as a money market trader and an economist. He joined M&G in 1997 where he is a fund manager and head of retail fixed interest. His investment style is characterised by a top-down approach, with active management of duration and the yield curve. Jim graduated from Manchester University gaining a BA in economics and is a member of UKSIP. Outside of work he enjoys music and cycling.

Objective

The Fund's objective is to maximise long term total return. The Fund invests mainly in debt instruments on a global basis which include, but are not limited to, variable rate securities, fixed interest securities, sovereign debt and corporate debt. The Fund's exposure to debt instruments may be gained through the use of derivatives. The Fund may also invest in other assets including collective investment schemes, money market instruments, cash and near cash, deposits, other transferable securities and derivatives. The fund manager selects investments based on an assessment of macroeconomic factors such as economic growth, interest rates and inflation. This analysis determines which areas of the global bond markets the manager believes the fund should invest in to achieve its objective

Showing fund performance in Belgium View performance globally

Performance

Global Flexible over : 31/08/2017 - 31/08/2018
  • Rank 36/41 Total Return
  • Rank 24/41 Standard Deviation
  • Rank 33/41 Max Drawdown
Fund Name Currency Return
34 BGF Strategic Global Bond E2 EUR hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.3%

35 Schroder ISF Strategic Bond EUR Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.7%

36 M&G Global Macro Bond EUR C-H Inc

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.7%

37 Janus Henderson Glo Flex Income IEURacc(Hedged)

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.2%

38 Legg Mason WA Global Multi Strat A Acc H EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-7.0%

Fund Name Currency Risk
22 DPAM L Bonds Uni Unconstrained B EUR Cap EUR

2.7

23 Edmond de Rothschild Fund Bd Allocation A EUR Acc EUR

2.7

24 M&G Global Macro Bond EUR C-H Inc

Currency exposure is hedged

Currency exposure is hedged

EUR

2.9

25 PIMCO GIS Diversified Income Dur Hdg E EUR H Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

3.1

26 NN (L) First Cl. Yield Opportunities P Cap EUR EUR

3.1

Fund Name Currency Loss
31 ABN AMRO MMF FoM Flexible Bonds AH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.2%

32 Amundi Fds Bond Global Aggregate - AE (D)

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.4%

33 M&G Global Macro Bond EUR C-H Inc

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.5%

34 Schroder ISF Strategic Bond EUR Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.5%

35 Templeton Global Total Return I (Mdis) EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.9%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.5% -4.0%
2017 3.5% 1.5% 1.3% 0.6% 0.1%
2016 3.5% 3.9% 1.6% -0.2% -1.8%
2015 -1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Ireland
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Portugal
  13. Spain
  14. Sweden
  15. Switzerland

Fund Info

  • Launch date07/08/2015
  • Base currencyEUR
  • ISIN GB00BVYJ0V07
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment50,000

Charges

  • Annual management0.65%
  • Initial investment1.25%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).