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Capital Group Global Bond (LUX) C GBP

Ranked 3 out of 130 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Mark Brett

Mark A. Brett is a fixed-income portfolio manager at Capital Group. As a fixed-income investment analyst, he covers currency research. He has 36 years of investment experience and has been with Capital Group for 21 years. Prior to joining Capital, Mark was an economist and strategist with Barclays de Zoete Wedd (formerly de Zoete and Bevan) in London. In addition, he was a director of BZW Capital Markets Ltd. and a member of the London Stock Exchange. Currently, he is a member of the CFA Institute U.K. and is a fellow of the Chartered Institute for Securities and Investment. Mark is based in London.

Thomas Hogh

Thomas Høgh is a fixed-income portfolio manager at Capital Group. He has 28 years of investment experience and has been with Capital Group for 24 years. Earlier in his career, as a fixed-income investment analyst at Capital, Thomas covered Yankee bonds, as well as various non-U.S. bond markets. Prior to joining Capital, Thomas held a number of positions at Privatbanken (now Nordea). He holds an MBA in finance, international business and management from Columbia Business School. He also holds a master’s degree in international economics and a bachelor’s degree in economics, both from the University of Copenhagen, Denmark. Thomas is based in London.

Robert Neithart

Robert Neithart is a fixed-income portfolio manager at Capital Group and chairman of the Fixed Income Management Committee and of Capital Strategy Research, Inc. Neithart manages a number of bond funds for the firm and his investment responsibilities cover global multi-currency fixed income, emerging market debt and global high income portfolios. He holds a bachelor’s degree in economics from Occidental College in Los Angeles and is a CFA Charter Holder.

Objective

To provide, over the long term, a high level of total return consistent with prudent investment management. The Fund invests primarily in Investment Grade Bonds of governmental, supranational and corporate issuers from around the world, denominated in various currencies. These are usually listed or traded on other Regulated Markets.

Showing fund performance in Investment Trust Insider View performance globally

Performance

Global over : 30/04/2018 - 30/04/2019
  • Rank 3/130 Total Return
  • Rank 111/130 Standard Deviation
  • Rank 84/130 Max Drawdown
Fund Name Currency Return
1 Oasis Crescent Global Income E GBP Inc GBP

9.3%

2 Thesis PM A Acc GBP

7.5%

3 Capital Group Global Bond (LUX) C GBP GBP

7.0%

3 StrattonStreet UCITS-Next Gen Gl Bond Fd UI QDGBP

Currency exposure is hedged

Currency exposure is hedged

GBP

7.0%

5 StrattonStreet UCITS-NFA Global Bond Fd UI QDGBP GBP

6.9%

Fund Name Currency Risk
109 Franklin Multi-Sector Credit Income I (acc) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

5.3

110 Threadneedle Global Bond Ret Net Inc GBX GBP

5.3

111 Capital Group Global Bond (LUX) C GBP GBP

5.4

112 Man GLG Flexible Bond I H GBP Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

5.4

113 HSBC GIF Global Bond AC GBP GBP

5.5

Fund Name Currency Loss
82 BMO Global Total Return Bond I Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.8%

83 Aviva Investors Global Aggregate MoM 1 SC 2 GBP

-3.0%

84 Capital Group Global Bond (LUX) C GBP GBP

-3.0%

85 DWS Invest Global Bonds GBP IDH

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.0%

86 MGI Global Bond I-1 GBP GBP

-3.1%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 0.2%
2018 5.2% -1.7% 2.8% 0.3% 3.8%
2017 -1.7% 1.7% -1.3% -1.5% -0.6%
2016 20.9% 9.1% 8.9% 4.7% -2.8%
2015 2.1% 3.9% -7.9% 5.1% 1.4%
2014 7.8% 1.6% -0.1% 2.5% 3.6%
2013 -4.9% 4.9% -3.9% -3.2% -2.5%
2012 0.2% -1.9% 2.7% 0.6% -1.1%
2011 6.7% -0.9% 3.8% 2.7% 0.9%
2010 8.9% 7.2% -0.4% 2.4% -0.4%
2009 -3.1% -2.3% -9.3% 10.8% -1.4%
2008 40.9% 8.8% -3.8% 5.4% 27.8%
2007 7.0% 0.7% -3.2% 5.1% 4.5%
2006 -6.6% -1.7% -3.7% 0.8% -2.2%
2005 4.2% -1.3% 3.9% 0.5% 1.1%
2004 3.7% -0.9% -2.0% 3.6% 2.9%
2003 5.8% 5.5% 0.9% 1.3% -1.9%
2002 8.8% 0.8% 4.0% 0.0% 3.7%
2001 2.3% 2.3% -0.7% 2.9% -2.1%
2000 5.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Hong Kong
  3. Korea
  4. Luxembourg
  5. Singapore
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date02/08/2000
  • Base currencyUSD
  • ISIN LU0152896436

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0.00%

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