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Mirabaud-Global Strategic Bond Fund-AH Cap EUR

Ranked 28 out of 35 in - Global Flexible over 12 months
All calculations are in EUR unless stated

Managed by

Andrew Lake

Andrew Lake, Head of Fixed Income, is the lead manager of Mirabaud - Global High Yield Bonds, the co-lead manager of Mirabaud - Global Strategic Bond fund and manages a team of five in charge of fixed income. He has experience in the asset management industry since 1998 and prior to joining Mirabaud Asset Management in 2013, Andrew was head of high yield portfolio management at Aviva Investors. He has managed high yield funds at Merrill Lynch Investment Managers where he was responsible for high yield in London and F&C Investments where he co-managed the institutional high yield product. He has a history degree from the University of York, an MBA from the Booth School of Business at the University of Chicago and is a qualified barrister. Colchester born, he is currently based in London and outside of work enjoys skiing, tennis and shooting.

Fatima Luis

Fatima Luis is a portfolio manager and analyst at Mirabaud Asset Management. Fatima joined Mirabaud in 2013 after leaving F&C Asset Management, where she worked as the lead manager on several of the company’s bond portfolios.

Objective

The objective of the Sub-Fund is to seek an attractive total return through a high level of current income and long-term appreciation. The Sub-Fund aims to seek out the best investment opportunities across the business cycle within the global fixed income universe. The Sub-Fund will adopt an active asset allocation approach and will invest across a broad range of fixed income instruments and debt securities denominated in any currency, issued by sovereign or corporate issuers worldwide, regardless of their credit rating and of the overall portfolio duration.

Showing fund performance in Portugal View performance globally

Performance

Global Flexible over : 31/07/2017 - 31/07/2018
  • Rank 28/35 Total Return
  • Rank 8/35 Standard Deviation
  • Rank 21/35 Max Drawdown
Fund Name Currency Return
26 Jupiter JGF Dynamic Bond L EUR Q Inc EUR

-2.8%

27 Fidelity Funds - Flex Bond A-ACC-EUR (EUR/GBP) H

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.9%

28 Franklin Strategic Income A (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.1%

28 Mirabaud-Global Strategic Bond Fund-AH Cap EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.1%

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

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.5%

Fund Name Currency Risk
6 Franklin Strategic Income A (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

EUR

1.4

6 Fidelity Funds - Gl Strat Bond A-ACC-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

1.4

8 Mirabaud-Global Strategic Bond Fund-AH Cap EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.5

9 PIMCO GIS Income E EUR Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

EUR

1.5

10 Amundi Funds II Strategic Income A No Dis Hdg EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.6

10 Fidelity Funds - Flex Bond A-ACC-EUR (EUR/GBP) H

Currency exposure is hedged

Currency exposure is hedged

EUR

1.6

Fund Name Currency Loss
19 Fidelity Funds - Flex Bond A-ACC-EUR (EUR/GBP) H

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.4%

20 Fidelity Funds - Global Income A-ACC-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.5%

21 Mirabaud-Global Strategic Bond Fund-AH Cap EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.7%

22 Franklin Strategic Income A (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.8%

23 Schroder ISF Strategic Bond EUR Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.0%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.9% -1.5%
2017 2.6% 1.1% 1.2% 0.5% -0.3%
2016 4.0% 1.4% 1.5% 1.5% -0.5%
2015 -2.0% 2.0% -1.2% -2.9% 0.1%
2014 3.0% 1.4% 2.4% -0.3% -0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Ireland
  4. Italy
  5. Luxembourg
  6. Portugal
  7. Spain
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date01/10/2013
  • Share Class size94Mn
  • Base currencyEUR
  • ISIN LU0963986467
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.20%

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