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M&G Global Macro Bond

Ranked 6 out of 131 in - Global over 3 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 : 30/01/2016 - 30/04/2016
  • Rank 6/131 Total Return
  • Rank 40/131 Standard Deviation
  • Rank 1/131 Max Drawdown
Fund Name Currency Return
4 Legg Mason IF Western Asst Glo MultiStrat Bd A Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

7.8%

5 M&G Feeder of Global Macro Bond GBP I-H Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

7.5%

6 M&G Global Macro Bond Sterling A-H Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

7.4%

7 Franklin Multi-Sector Credit Income I (acc) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

7.3%

8 M&G Global Government Bond A Inc GBP

7.1%

Fund Name Currency Risk
38 M&G Feeder of Global Macro Bond GBP I-H Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

2.6

39 PIMCO Select Global Bond Ret GBP Acc GBP

2.6

40 M&G Global Macro Bond Sterling A-H Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

2.6

41 T Rowe Global Unconstrained Bond Ih Acc GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

2.6

42 Legg Mason Brandywine Gl Inc Opt A D M Hdg + e GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

2.7

Fund Name Currency Loss
1 FP Octopus Fixed Income B Acc GBP

0%

1 GAM Star Dynamic Global Bond GBP Acc GBP

0%

1 FP CAF Fixed Interest A Acc GBP

0%

1 RBC Funds (Lux) Global Bond O GBP Dis H

Currency exposure is hedged

Currency exposure is hedged

GBP

0%

1 Henderson High Alpha Credit I Acc Gross GBP

0%

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 3.9%
2015 -1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date07/08/2015
  • Base currencyGBP
  • ISIN GB00BVYJ0W14
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment100

Charges

  • Annual management1.25%
  • Initial investment3

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