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M&G Global Macro Bond

Ranked 11 out of 35 in - Global Flexible over 12 months
All calculations are in SEK 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 Sweden View performance globally

Performance

Global Flexible over : 31/01/2017 - 31/01/2018
  • Rank 11/35 Total Return
  • Rank 3/35 Standard Deviation
  • Rank 7/35 Max Drawdown
Fund Name Currency Return
9 PIMCO GIS Diversified Income Inst EUR Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

SEK

8.5%

10 Legg Mason WA Global Multi Strat A Acc H EUR

Currency exposure is hedged

Currency exposure is hedged

SEK

7.9%

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

Currency exposure is hedged

Currency exposure is hedged

SEK

7.7%

12 Threadneedle (Lux)-Global Strategic Bond AEH

Currency exposure is hedged

Currency exposure is hedged

SEK

7.5%

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

7.3%

Fund Name Currency Risk
1 Nordea 1 - Flexible Fixed Income BP EUR SEK

1.6

2 Schroder ISF Strategic Bond EUR Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

SEK

3.9

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

Currency exposure is hedged

Currency exposure is hedged

SEK

4.0

4 Carmignac Pfl Unconstrained Glbl Bd A EUR acc SEK

4.2

5 BGF Fixed Income Gbl Opportunities A2 EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

SEK

4.3

Fund Name Currency Loss
5 BGF Strategic Global Bond E2 EUR hedged

Currency exposure is hedged

Currency exposure is hedged

SEK

-1.6%

6 Vontobel Fd TwentyFour Strat Income Fd H EUR

Currency exposure is hedged

Currency exposure is hedged

SEK

-1.7%

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

Currency exposure is hedged

Currency exposure is hedged

SEK

-1.8%

8 Morgan Stanley Global Fixed Income Opps AHX EUR

Currency exposure is hedged

Currency exposure is hedged

SEK

-1.9%

9 Schroder ISF Global Credit Income EUR Hgd A Acc

Currency exposure is hedged

Currency exposure is hedged

SEK

-1.9%

9 Threadneedle (Lux)-Global Strategic Bond AEH

Currency exposure is hedged

Currency exposure is hedged

SEK

-1.9%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 6.2% 1.1% 2.1% 0.9% 2.0%
2016 8.3% 4.8% 3.5% 2.1% -2.3%
2015 -3.8%

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

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