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M&G Global Macro Bond

Ranked 32 out of 35 in - Global Flexible over 12 months
All calculations are in CHF 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 Switzerland View performance globally

Performance

Global Flexible over : 30/06/2017 - 30/06/2018
  • Rank 32/35 Total Return
  • Rank 28/35 Standard Deviation
  • Rank 29/35 Max Drawdown
Fund Name Currency Return
30 Mirabaud-Global Strategic Bond Fund-AH Cap CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.7%

31 StarCapital Argos I CHF Hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.8%

32 M&G Global Macro Bond CHF A-H Acc CHF

-3.9%

33 GAM Multibond - Diversified Income Bd-CHF A CHF

-3.9%

34 Amundi Funds II Strategic Income A No Dis Hdg CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-4.1%

Fund Name Currency Risk
26 Pharus SICAV - Target E CHF Cap

Currency exposure is hedged

Currency exposure is hedged

CHF

3.1

27 Solitaire Global Bond Fund -CHF H-

Currency exposure is hedged

Currency exposure is hedged

CHF

3.1

28 M&G Global Macro Bond CHF A-H Acc CHF

3.1

29 Schroder ISF Strategic Bond CHF Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

3.3

30 Carmignac Pfl Unconstrained Glbl Bd A CHF acc Hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

3.4

Fund Name Currency Loss
27 Amundi Funds II Strategic Income A No Dis Hdg CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-4.7%

28 GAM Multibond - Diversified Income Bd-CHF A CHF

-4.9%

29 M&G Global Macro Bond CHF A-H Acc CHF

-5.2%

30 Solitaire Global Bond Fund -CHF H-

Currency exposure is hedged

Currency exposure is hedged

CHF

-5.5%

31 DPAM L Bonds Uni Unconstrained B CHF Cap CHF

-5.5%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.2% -4.2%
2017 2.4% 1.2% 1.1% 0.4% -0.2%
2016 2.1% 3.5% 1.4% -0.6% -2.2%
2015 -5.5% 3.4% -6.7% 0.0% -2.0%
2014 5.1% 0.4% -1.6% 4.4% 2.0%
2013 -0.8% 7.7% -2.4% -4.4% -1.3%
2012 2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Switzerland

Fund Info

  • Launch date28/09/2012
  • Base currencyLC
  • ISIN GB00B7YR0N89

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment75

Charges

  • Annual management1.25%
  • 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).