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M&G Global Macro Bond

Ranked 22 out of 32 in - Global Flexible over 12 months
All calculations are in EUR 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 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. The fund manager selects investments based on an assessment of macroeconomic factors such as economic growth, interest rates and inflation. This analysis determines which areas of the global bond markets the manager believes the fund should invest in to achieve its objective

Showing fund performance in Ireland View performance globally

Performance

Global Flexible over : 31/05/2017 - 31/05/2018
  • Rank 22/32 Total Return
  • Rank 23/32 Standard Deviation
  • Rank 24/32 Max Drawdown
Fund Name Currency Return
20 BGF Strategic Global Bond E2 EUR hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.4%

21 PIMCO GIS Diversified Income Inst EUR Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.6%

22 M&G Global Macro Bond EUR C-H Inc

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.6%

23 Carmignac Pfl Unconstrained Glbl Bd A EUR acc EUR

-1.6%

24 Janus Henderson HF Total Return Bond A2 EUR EUR

-1.7%

Fund Name Currency Risk
21 PIMCO GIS Diversified Income Dur Hdg E EUR H Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

2.4

22 Anima Hybrid Bond I EUR

2.9

23 M&G Global Macro Bond EUR C-H Inc

Currency exposure is hedged

Currency exposure is hedged

EUR

2.9

24 Legg Mason WA Global Multi Strat A Acc H EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

3.0

25 London & Capital Global Growth Fixed Inc X EUR Inc EUR

3.2

Fund Name Currency Loss
22 Mirabaud-Global Strategic Bond Fund-AH Cap EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.3%

23 Franklin Strategic Income A (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.4%

24 M&G Global Macro Bond EUR C-H Inc

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.6%

25 Manulife AM Strategic Fixed Income R EUR Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.7%

26 Janus Henderson Glo Flex Income UEURacc(Hedged)

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.9%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.5%
2017 3.5% 1.5% 1.3% 0.6% 0.1%
2016 3.5% 3.9% 1.6% -0.2% -1.8%
2015 -1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date07/08/2015
  • Base currencyEUR
  • ISIN GB00BVYJ0V07
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment50,000

Charges

  • Annual management0.65%
  • Initial investment1.25

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