Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Schroder GAIA Global Macro Bond GBP Hedged C Acc

Ranked 20 out of 21 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.


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.


Global Macro over : 31/07/2014 - 31/07/2015
  • Rank 20/21 Total Return
  • Rank 14/21 Standard Deviation
  • Rank 19/21 Max Drawdown
Fund Name Loss
17 Crown Alpha Generix Global Macro UCITS L GBP


18 Digital World Active Allocation GBP

Currency exposure is hedged

Currency exposure is hedged


19 Schroder GAIA Global Macro Bond GBP Hedged C Acc

Currency exposure is hedged

Currency exposure is hedged


20 H2O Allegro H-I

Currency exposure is hedged

Currency exposure is hedged


21 HSBC GIF Global Macro L1C GBP


Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 -0.7% -0.7%
2014 1.0% 1.6% 0.1% 7.8% -7.9%
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


  • 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).