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M&G Global Macro Bond

Ranked 123 out of 139 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 : 31/05/2016 - 31/05/2017
  • Rank 123/139 Total Return
  • Rank 23/139 Standard Deviation
  • Rank 56/139 Max Drawdown
Fund Name Currency Return
121 London&Capital Glbl Conservative Fxd Inc I GBP Acc GBP

1.1%

122 T Rowe Global Unconstrained Bond Ih GBP Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

1.1%

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

Currency exposure is hedged

Currency exposure is hedged

GBP

0.9%

124 Vanguard Global Short-Term Bond GBP Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

0.8%

125 JPM Aggregate Bond C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

0.8%

Fund Name Currency Risk
21 BNY Mellon Targeted Return Bd Fd GBP W Acc H

Currency exposure is hedged

Currency exposure is hedged

GBP

2.1

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

Currency exposure is hedged

Currency exposure is hedged

GBP

2.2

23 BNY Mellon Global Opportunistic Bond I GBP Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

2.2

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

Currency exposure is hedged

Currency exposure is hedged

GBP

2.2

25 Dimensional Global Short Fixed Income GBP Dis GBP

2.2

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

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.0%

55 Templeton Global Bond A (Mdis) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.0%

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

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.1%

57 PIMCO GIS Capital Securities Inst GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.1%

58 Resolution (Irl) UK Fixed Income Fund GBP Ba GBP

-2.1%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 1.4%
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).