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Threadneedle Global Bond Ret Net Inc GBX

Ranked 109 out of 112 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Dave Chappell

Dave Chappell currently works for Columbia Threadneedle. He is a Senior Portfolio Manager in the interest rate and currency team within Fixed Income and is at the core of US and UK rate and economic forecasting for Columbia Threadneedle. Dave manages a broad range of US and UK fixed income mandates for numerous insurance companies. He also manages a number of global government portfolios.Dave joined Columbia Threadneedle in 1997 when Scudder Investments became part of Threadneedle Asset Management Limited. He joined Scudder Investments as a fixed income dealer, and in 1997 became an Insurance Asset Portfolio Manager.He started his career in 1987 at Royal Bank of Scotland as an Operations Supervisor before moving to Irving Trust company as an Operations Manager.

Adrian Hilton

Adrian Hilton joined Columbia Threadneedle Investments in June 2016 as a Fixed Income portfolio manager in the Interest Rates & Currencies team. Prior to this, he spent eight years as a portfolio manager at Brevan Howard Asset Management, where he traded Emerging Markets local rates and currencies. Adrian began his career at the Bank of England in 2000, holding various positions in the Sterling Markets and Foreign Exchange divisions.  He became a portfolio manager in the Bank’s Reserves Management team in 2005 before leaving to join Aberdeen Asset Management in 2007 as a portfolio manager in that firm’s global rates team.  At Aberdeen, he contributed to absolute return rates strategies before joining Brevan Howard in September 2008 at the launch of Brevan Howard’s UCITS absolute return rates strategy. Adrian holds a BA (Hons) in History from the University of Birmingham.

Objective

The Fund aims to achieve a total return comprising primarily income with some capital growth, by investing in a managed portfolio of fixed income securities quoted on markets worldwide.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/11/2016 - 30/11/2017
  • Rank 109/112 Total Return
  • Rank 108/112 Standard Deviation
  • Rank 98/112 Max Drawdown
Fund Name Currency Risk
107 Scottish Widows International Bond A Acc GBP

7.1

108 Threadneedle Global Bond Ret Net Inc GBX GBP

7.2

109 Nikko AM World Bank Green A GBP GBP

8.2

110 Templeton Global Total Return Bond W Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

9.0

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 -0.3% -1.6% -2.0%
2016 18.1% 8.7% 10.1% 3.5% -4.7%
2015 1.5% 3.8% -7.8% 4.9% 1.1%
2014 6.9% 2.6% -0.2% 2.0% 2.4%
2013 -7.2% 3.2% -3.6% -3.5% -3.3%
2012 -1.8% -1.3% 2.5% -0.9% -2.0%
2011 5.6% -1.5% 2.5% 4.9% -0.2%
2010 5.3% 5.3% 0.8% 1.7% -2.4%
2009 -9.9% -4.0% -10.8% 8.5% -3.0%
2008 51.5% 10.4% -4.3% 4.8% 36.9%
2007 5.5% -1.0% -4.4% 5.4% 5.7%
2006 -5.3% -1.0% -3.5% 2.1% -2.8%
2005 6.3% -0.1% 3.3% 1.8% 1.2%
2004 2.3% -1.6% -2.2% 4.8% 1.4%
2003 6.9% 6.0% 3.2% -0.5% -1.8%
2002 8.0% 1.0% 2.4% 1.8% 2.6%
2001 4.4% 3.7% -1.9% 2.1% 0.5%
2000 10.1% 1.2% 4.8% -0.7% 4.5%
1999 -5.2% -1.2% -1.2% -2.8% -0.1%
1998 9.3% 1.6% 1.1% 3.7% 2.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Hong Kong
  9. Ireland
  10. Italy
  11. Luxembourg
  12. Netherlands
  13. Peru
  14. Portugal
  15. Singapore
  16. Spain
  17. Switzerland
  18. United Kingdom

Fund Info

  • Launch date14/11/1997
  • Share Class size418Mn
  • Base currencyGBP
  • ISIN GB0001533685

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment500

Charges

  • Annual management1.25%
  • Initial investment3.75

Related News

Columbia Threadneedle Global Bond manager exits

Columbia Threadneedle fixed income fund manager Martin Harvey has left the company.

Threadneedle hires Aberdeen global currency head

Matthew Cobon, formerly head of global currencies at Aberdeen Asset Management, has joined Threadneedle's global bond team.

RWC hires Threadneedle absolute return bond duo

(Update) Threadneedle has put Quentin Fitzsimmons in charge of its £2 billion absolute return fund after incumbents Peter Allwright and Stuart Frost defected to RWC Partners.

S&P piles plaudits on Global Bond sector

Standard & Poor’s Fund Services has awarded four popular Global Bond funds the second highest rating in its latest review of the £3 billion sector.

Plaudits for Threadneedle Global Bond

Standard & Poor’s Fund Services has awarded the Threadneedle Global Bond unit trust its second highest award after a period of solid performance.

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