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Schroder GAIA Global Macro Bond GBP Hedged C Acc

Ranked 2 out of 19 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 : 30/09/2013 - 30/09/2014
  • Rank 2/19 Total Return
  • Rank 13/19 Standard Deviation
  • Rank 3/19 Max Drawdown
Fund Name Return
1 MLIS Graham Cap Systematic Macro UCITS GBP B Acc

13.8%

2 Schroder GAIA Global Macro Bond GBP Hedged C Acc

Currency exposure is hedged

Currency exposure is hedged

10.5%

3 JPM Multi-Asset Macro A Net Acc

8.5%

4 M&G Episode Macro GBP T-H Net Acc (Hgd)

Currency exposure is hedged

Currency exposure is hedged

8.4%

5 Bellevue F (Lux) BB Global Macro HI GBP

8.3%

Fund Name Risk
11 DB Platinum TT International Fund I2C-G

Currency exposure is hedged

Currency exposure is hedged

1.4

12 HSBC GIF Global Macro L1C GBP

1.4

13 Schroder GAIA Global Macro Bond GBP Hedged C Acc

Currency exposure is hedged

Currency exposure is hedged

1.7

14 JPM Multi-Asset Macro A Net Acc

2.0

15 GAM Star Global Rates GBP Acc

2.2

Fund Name Loss
1 Jupiter JGF Strategic Total Return I GBP

-0.4%

2 Jupiter Strategic Reserve Acc

-0.5%

3 Schroder GAIA Global Macro Bond GBP Hedged C Acc

Currency exposure is hedged

Currency exposure is hedged

-0.6%

4 M&G Episode Macro GBP T-H Net Acc (Hgd)

Currency exposure is hedged

Currency exposure is hedged

-1.1%

5 Pictet-Absolute Return Glo Diversified-HI GBP

Currency exposure is hedged

Currency exposure is hedged

-1.2%

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 9.6% 1.6% 0.1% 7.8%
2013 1.7% 2.4% 1.1% -2.4% 0.8%
2012 0.5% 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

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