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M&G Global Macro Bond

Ranked 17 out of 46 in - Global Flexible 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 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 United Kingdom View performance globally

Performance

Global Flexible over : 31/01/2017 - 31/01/2018
  • Rank 17/46 Total Return
  • Rank 34/46 Standard Deviation
  • Rank 38/46 Max Drawdown
Fund Name Currency Return
15 Janus Henderson HF Total Return Bond Z2 HGBP

Currency exposure is hedged

Currency exposure is hedged

GBP

4.4%

16 JPM Global Bond Opportunities A Gross Acc GBP

4.4%

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

Currency exposure is hedged

Currency exposure is hedged

GBP

4.2%

18 BGF Fixed Income Gbl Opportunities D2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

4.1%

19 GAM Multibond - Diversified Income Bd-GBP C

Currency exposure is hedged

Currency exposure is hedged

GBP

3.8%

Fund Name Currency Risk
32 GAM Multibond - Diversified Income Bd-GBP C

Currency exposure is hedged

Currency exposure is hedged

GBP

1.7

33 GAM Star Tactical Opportunities GBP Inst Acc GBP

1.8

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

Currency exposure is hedged

Currency exposure is hedged

GBP

1.9

35 MFS Meridian Funds-Global Opportunistic Bd IH1 GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

2.2

36 Schroder ISF Strategic Bond GBP Hedged C Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

2.2

Fund Name Currency Loss
36 MFS Meridian Funds-Global Opportunistic Bd IH1 GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.0%

37 Schroder ISF Strategic Bond GBP Hedged C Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.0%

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

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.1%

39 Janus Henderson Global Flexible Income U GBP Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.4%

40 Carmignac Pfl Unconstrained Glbl Bd W GBP acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.6%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 3.8% 1.4% 1.4% 0.7% 0.2%
2016 3.4% 3.9% 1.6% -0.2% -1.9%
2015 -1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Singapore
  2. Switzerland
  3. 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

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).