Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Mirabaud-Global Strategic Bond Fund-AH Cap EUR

Ranked 24 out of 31 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 : 30/04/2017 - 30/04/2018
  • Rank 24/31 Total Return
  • Rank 8/31 Standard Deviation
  • Rank 21/31 Max Drawdown
Fund Name Currency Return
22 Nordea 1 - Flexible Fixed Income E EUR EUR

-1.2%

23 AXA WF Global Strategic Bonds E C EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.2%

24 Mirabaud-Global Strategic Bond Fund-AH Cap EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.5%

25 T Rowe Dynamic Global Bond Ih EUR Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.6%

26 Jupiter JGF Dynamic Bond L EUR Q Inc EUR

-2.1%

Fund Name Currency Risk
6 T Rowe Dynamic Global Bond Ih EUR Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

1.4

7 Morgan Stanley Global Fixed Income Opps AH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.5

8 Mirabaud-Global Strategic Bond Fund-AH Cap EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.5

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

Currency exposure is hedged

Currency exposure is hedged

EUR

1.5

9 Jupiter JGF Dynamic Bond L EUR Q Inc EUR

1.5

Fund Name Currency Loss
19 Amundi Fds Bond Global Hybrid - SE (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.5%

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

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.5%

21 Mirabaud-Global Strategic Bond Fund-AH Cap EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.5%

22 Jupiter JGF Dynamic Bond L EUR Q Inc EUR

-2.6%

23 PIMCO GIS Diversified Income E EUR Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.7%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.9%
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 size119Mn
  • 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).