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M&G Global Macro Bond

Ranked 17 out of 138 in - Global over 12 months
All calculations are in GBP 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 combination of income and growth of capital). 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.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 28/02/2016 - 28/02/2017
  • Rank 17/138 Total Return
  • Rank 101/138 Standard Deviation
  • Rank 98/138 Max Drawdown
Fund Name Currency Return
15 Legg Mason IF WA Global MultiStrat Bd A GBP Inc M

Currency exposure is hedged

Currency exposure is hedged

GBP

16.8%

15 Aberdeen Global High Yield Bond Fund A Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

16.8%

17 M&G Global Macro Bond A Inc GBP

16.4%

18 PIMCO GIS Diversified Income Dur Hdg I GBP H Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

15.7%

19 Legg Mason WA Global Multi Strat Pr Dis M H GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

15.7%

Fund Name Currency Risk
99 Marlborough Global Bond Inc GBP

7.9

100 Legg Mason Brandywine GlOpp FxdInc X GBP Dis M Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

10.6

101 M&G Global Macro Bond A Inc GBP

11.4

102 Oasis Crescent Global Income E GBP Inc GBP

11.6

103 Pioneer SICAV Strategic Income N No Dis GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

11.7

Fund Name Currency Loss
96 Royal London International Government Bond B Inc GBP

-3.6%

97 Wellington Global Bond GBP S Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.6%

98 M&G Global Macro Bond A Inc GBP

-3.7%

99 Pioneer SICAV Strategic Income N No Dis GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.7%

100 SEI SGMF Global Fixed Income Hdgd GBP Inst H

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.8%

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
2016 25.0% 6.9% 8.6% 4.0% 3.6%
2015 0.4% 3.8% -6.3% 2.4% 0.9%
2014 5.7% 0.6% -1.5% 4.5% 2.2%
2013 0.0% 8.1% -2.3% -4.3% -1.1%
2012 7.1% 2.4% 0.3% 2.0% 2.3%
2011 4.6% -1.5% 4.5% 0.4% 1.3%
2010 11.2% 5.4% 2.3% 3.5% -0.3%
2009 0.1% -5.0% -2.6% 9.3% -1.1%
2008 33.5% 9.2% -3.0% 4.4% 20.7%
2007 6.2% 0.5% -2.4% 2.3% 5.8%
2006 -1.7% -0.7% -1.5% 1.6% -1.1%
2005 5.1% -0.4% 3.2% 0.9% 1.3%
2004 4.3% -0.8% -1.2% 3.5% 2.9%
2003 8.3% 3.8% 3.1% 0.5% 0.7%
2002 2.8% 0.0% 0.2% 0.9% 1.7%
2001 -0.7% 2.0% -3.2% -0.7% 1.3%
2000 4.9% 1.2% 2.5% -0.7% 1.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. France
  3. Singapore
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date15/10/1999
  • Share Class size20Mn
  • Base currencyGBP
  • ISIN GB0031616708

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment100

Charges

  • Annual management1.25%
  • Initial investment3

Related News

M&G enters absolute return fray with double fund launch

Group targets cautious investors with two funds designed make money whatever stock market conditions prevail in the years ahead. 

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