M&G Global Macro Bond
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 combination of income and growth of capital). 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.
Performance
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Rank 74/114 Total Return
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Rank 23/114 Standard Deviation
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Rank 48/114 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 72 | Franklin Global Sukuk A (acc) USD | USD | 2.3% |
| 73 | Wellington Absolute Return Bd and Curr S C U USD | USD | 2.1% |
| 74 | M&G Global Macro Bond A USD Acc | USD | 1.9% |
| 75 |
Goldman Sachs Glo Fix Inc Pf (Hdg) R Acc USD-H
Currency exposure is hedged Currency exposure is hedged |
USD | 1.9% |
| 76 |
AXA WF Global Aggregate Bonds A C USD H
Currency exposure is hedged Currency exposure is hedged |
USD | 1.9% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 21 | Legg Mason WA Short Duration HI Bd A Dis D USD | USD | 2.0 |
| 22 | BNY Mellon Targeted Return Bd Fd USD A Acc | USD | 2.2 |
| 23 | M&G Global Macro Bond A USD Acc | USD | 2.2 |
| 24 | BNY Mellon Global Opportunistic Bond A USD | USD | 2.2 |
| 25 | T Rowe Global Unconstrained Bond A USD Cap | USD | 2.2 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 46 | Pioneer Funds Strategic Income A No Dis USD | USD | -1.8% |
| 47 |
NEW CAPITAL FUND LUX-Global Dynamic USD (hedged) A
Currency exposure is hedged Currency exposure is hedged |
USD | -1.8% |
| 48 | M&G Global Macro Bond A USD Acc | USD | -1.8% |
| 49 |
JPM Global Bond Opportunities A Acc USD
Currency exposure is hedged Currency exposure is hedged |
USD | -1.8% |
| 50 | Templeton Global Bond A (Mdis) USD | USD | -1.9% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2017 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2017 | 1.8% | ||||
| 2016 | 4.2% | 4.0% | 1.8% | 0.1% | -1.6% |
| 2015 | -4.4% | -1.5% | -0.5% | -0.9% | -1.6% |
| 2014 | 0.0% | 1.3% | 0.9% | -0.7% | -1.4% |
| 2013 | 2.4% | 1.2% | -1.5% | 1.6% | 1.2% |
| 2012 | 12.5% | 6.1% | -2.1% | 6.0% | 2.3% |
| 2011 | 4.6% | 2.1% | 4.1% | -2.1% | 0.5% |
| 2010 | 6.8% | -1.5% | 1.5% | 9.6% | -2.5% |
| 2009 | 6.4% | -0.6% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- Austria
- Belgium
- Denmark
- Finland
- France
- Germany
- Ireland
- Italy
- Luxembourg
- Netherlands
- Norway
- Portugal
- Singapore
- Spain
- Sweden
- Switzerland
Fund Info
- Launch date30/04/2009
- Base currencyUSD
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ISIN GB00B65PCY96
Purchase Info
- Min. initial investment1,000
- Min. regular additional investment75
Charges
- Annual management1.25%
- Initial investment4