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M&G Global Macro Bond

Ranked 59 out of 112 in - Global over 12 months
All calculations are in GBP

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.

Performance

Global over : 31/12/2013 - 31/12/2014
  • Rank 59/112 Total Return
  • Rank 81/112 Standard Deviation
  • Rank 85/112 Max Drawdown
Fund Name Return
57 Investec Global Bond A Inc Net GBP

5.9%

58 Goldman Sachs Glo Fix Inc Pf (Hdg) P GBP-H

Currency exposure is hedged

Currency exposure is hedged

5.7%

59 M&G Global Macro Bond X Inc

5.7%

59 PIMCO GIS Global Advantage Inst GBP (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged

5.7%

61 Templeton Global Total Return Bond A Inc

5.6%

Fund Name Risk
79 Schroder ISF Strategic Bond GBP Hedged C Acc

Currency exposure is hedged

Currency exposure is hedged

1.1

79 BNY Mellon Global Bond C GBP Inc

1.1

81 Legg Mason Global Multi Strategy Bond A Inc

Currency exposure is hedged

Currency exposure is hedged

1.1

81 M&G Global Macro Bond X Inc

1.1

83 Scottish Widows International Bond A Acc

1.1

83 Pioneer SICAV Global Aggregate Bond N No Dis GBP

1.1

Fund Name Loss
83 Pioneer SICAV Global Aggregate Bond N No Dis GBP

-1.5%

83 Schroder ISF Global Unconstrained Bd GBP Hdg C Acc

Currency exposure is hedged

Currency exposure is hedged

-1.5%

85 M&G Global Macro Bond X Inc

-1.6%

86 PIMCO GIS Capital Securities Inst GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

-1.6%

87 Ruffer Sicav-Ruffer Fixed Income-C-GBP-Dist

-1.6%

Total Return

Quarterly Performance

to 31/12/2014 Annual Q1 Q2 Q3 Q4
2014 5.7% 0.6% -1.5% 4.5% 2.2%
2013 -0.1% 8.1% -2.3% -4.3% -1.2%
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 33.4% 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% 3.1% 0.9% 1.3%
2004 4.0% -0.8% -1.2% 3.5% 2.5%
2003 8.2% 3.5% 3.3% 0.5% 0.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Spain
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date15/10/1999
  • Share Class size1,210Mn
  • Base currencyGBP
  • ISIN GB0031960254

Purchase Info

  • Min. initial investment500
  • Min. additional investment0

Charges

  • Annual management1.3%
  • Initial investment0

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