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M&G Global Macro Bond

Ranked 30 out of 42 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 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 Flexible over : 31/10/2016 - 31/10/2017
  • Rank 30/42 Total Return
  • Rank 27/42 Standard Deviation
  • Rank 26/42 Max Drawdown
Fund Name Currency Return
28 TCW Funds - MetWest Unconstrained Bond Fnd IGHG-QD

Currency exposure is hedged

Currency exposure is hedged

GBP

1.6%

29 Fidelity Funds - Flexible Bond Fund A-GBP GBP

1.6%

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

Currency exposure is hedged

Currency exposure is hedged

GBP

1.4%

31 Carmignac Pfl Unconstrained Glbl Bd W GBP acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

1.3%

31 AB SICAV I-Diversified Yield Plus Pf I2 GBP GBP

1.3%

Fund Name Currency Risk
25 Waverton Global Bond A GBP GBP

2.4

26 Amundi Fds Bond Global Aggregate - RHG (C)

Currency exposure is hedged

Currency exposure is hedged

GBP

2.5

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

Currency exposure is hedged

Currency exposure is hedged

GBP

2.5

28 Barings Strategic Bond A GBP Inc GBP

2.5

29 Nordea 1 - Flexible Fixed Income HBC GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

2.7

29 Fidelity Funds - Flexible Bond Fund A-GBP GBP

2.7

Fund Name Currency Loss
24 Waverton Global Bond A GBP GBP

-1.3%

25 AB SICAV I-Diversified Yield Plus Pf I2 GBP GBP

-1.5%

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

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.5%

27 MFS Meridian Funds-Global Opportunistic Bd IH1 GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.5%

28 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 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.4% 1.4% 0.7%
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).