Register for full access to Citywire’s Fund Manager database, news and analysis. Registration is free and only takes a minute.

Schroder GAIA Global Macro Bond GBP Hedged C Acc

Ranked 11 out of 20 in - Global Macro over 12 months
All calculations are in GBP

Managed by

Bob Jolly

Bob Jolly is a veteran portfolio manager and head of global macro strategy at Schroders having joined the company in 2011. Previously he worked as head of currency, UK fixed income and global sovereign portfolio management at UBS Global Asset Management. Prior to UBS, Jolly spent over two decades at Gartmore Investment Management where he became head of UK, global and structured fixed income portfolio construction. He also spent two years at SEI developing customised solutions for institutional pension fund clients. In his bond strategy he focuses on an active and fundamental approach. He is CFA charterholder, and is based in London.

Objective

The Fund will implement a set of strategies using financial derivative instruments, debt instruments, other fixed and floating rate securities as well as cash, deposits, money market instruments, convertibles and Investment Funds. Financial derivative instruments will actively be used to take long and short exposures to credit markets, interest rates, foreign exchange and volatility contracts and to various sectors within these markets. Debt instruments and other fixed and floating rate securities may be denominated in various currencies, issued by governments or corporate issuers worldwide.

Performance

Global Macro over : 30/11/2013 - 30/11/2014
  • Rank 11/20 Total Return
  • Rank 15/20 Standard Deviation
  • Rank 16/20 Max Drawdown
Fund Name Return
9 EV Intl (Ireland) Global Macro A2 GBP

Currency exposure is hedged

Currency exposure is hedged

4.1%

10 CF Eclectica Absolute Macro A GBP Acc

3.1%

11 Schroder GAIA Global Macro Bond GBP Hedged C Acc

Currency exposure is hedged

Currency exposure is hedged

2.7%

12 GMO Global Real Return GBP A

2.4%

13 Jupiter JGF Strategic Total Return I GBP

1.8%

Fund Name Loss
14 JPM Multi-Asset Macro A Net Acc

-5.3%

15 DB Platinum TT International Fund I2C-G

Currency exposure is hedged

Currency exposure is hedged

-6.2%

16 Schroder GAIA Global Macro Bond GBP Hedged C Acc

Currency exposure is hedged

Currency exposure is hedged

-6.7%

17 MLIS Graham Cap Systematic Macro UCITS GBP B Acc

-9.2%

18 HSBC GIF Global Macro L1C GBP

-9.4%

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 1.6% 0.1% 7.8%
2013 1.7% 2.4% 1.1% -2.4% 0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. Finland
  4. France
  5. Germany
  6. Greece
  7. Iceland
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date01/10/2012
  • Base currencyGBP
  • ISIN LU0827488064
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment292,000
  • Min. additional investment0

Charges

  • Annual management1.0%
  • Initial investment1

Related News

Schroders to launch US long/short equity fund

The Alt Ucits launch for Boston-based Sirios will be Schroders' third externally managed fund on its alternatives GAIA platform.

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