M&G Global Macro Bond Fund Sterling I IncRegister to Unlock Ratings |
Performance History | 30/06/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 3.7 | 4.4 | 8.8 | -4.0 | -4.1 |
![]() | +/-Cat | 3.6 | 1.3 | 4.4 | -1.9 | -1.7 |
![]() | +/-B’mrk | -1.2 | 1.7 | 3.0 | -0.2 | -0.1 |
Category: Global Flexible Bond | ||||||
Category Benchmark: Bloomberg Global Aggregate ... |
Key Stats | ||
NAV 04/07/2022 | GBX 125.02 | |
Day Change | -0.41% | |
Morningstar Category™ | Global Flexible Bond | |
IA (formerly IMA) Sector | Global Mixed Bond | |
ISIN | GB00B78PH601 | |
Fund Size (Mil) 04/07/2022 | GBP 1343.45 | |
Share Class Size (Mil) 04/07/2022 | GBP 355.54 | |
Max Initial Charge | - | |
Ongoing Charge 24/03/2022 | 0.63% |
Morningstar Research |
Analyst Report |
Manager Jim Leaviss is key to our positive view here. His willingness and ability to take conviction positions across the fixed-income spectrum make this a strong option for investors. The Morningstar Analyst Rating for the strategy's clean share... |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | High |
Parent | Average |
Process | Above Average |
Performance | |
Price |
Investment Objective: M&G Global Macro Bond Fund Sterling I Inc |
The Fund aims to provide a higher total return (the combination of capital growth and income) net of the Ongoing Charge Figure, than the average return of the IA Global Mixed Bond Sector over any five-year period. At least 80% of the Fund is invested, directly or indirectly through derivatives, in debt securities and in Asset-Backed Securities. These securities can be issued or guaranteed by governments and their agencies, public authorities, quasi-sovereigns, supranational bodies and companies from anywhere in the world, including Emerging Markets. These securities can be denominated in any currency. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Jim Leaviss 15/10/1999 | ||
Inception Date 16/12/2011 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Global Mixed Bond Sector TR GBP | Bloomberg Global Aggregate TR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for M&G Global Macro Bond Fund Sterling I Inc | 31/05/2022 |
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