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BMO Global Absolute Return Bond F Acc GBP Hedged

Ranked 4 out of 13 in - Absolute Return GBP over 12 months
All calculations are in GBP unless stated

Managed by

Keith Patton

Keith Patton joined BMO Global Asset Management in 2012 and plays a leading role in managing multi asset strategies and developing unconstrained fixed income solutions across the group. Patton has over 28 years’ fixed income and asset allocation experience holding senior positions in some of the leading investment managers, including Deutsche Asset Management and Aberdeen Asset Management. Prior to joining BMO Global Asset Management and after a brief period at Brevan Howard (the macro hedge fund) he became the global head of fixed income for UBS Wealth Management in Zurich and a member of the global asset allocation committee within the investment office. Patton graduated in 1989 from South Bank University in London with a BA (Hons) in business studies (specialising in finance).

Ian Robinson

Ian Robinson is global co-head of income and head of credit EMEA at BMO Global Asset Management, having joined the group in 2002. Prior to this, Robinson worked at WestLB Asset Management as a fund manager in the Global Fixed Income and Currencies team. In 1996, Robinson joined MGM Assurance as a fixed income fund manager, having started his career with Whittingdale in 1992. Robinson obtained an MSc (Eng) in integrated management systems in 1990, having graduated from the University of Birmingham in 1989 with a first class BSc (Hons) in software engineering. He holds the IIMR.

Objective

The investment objective of this sub-fund is to deliver a return through a combination of income and capital growth. Sub-fund seeks to deliver an absolute return irrespective of bond market direction.

Showing fund performance in United Kingdom View performance globally

Performance

Absolute Return GBP over : 30/04/2018 - 30/04/2019
  • Rank 4/13 Total Return
  • Rank 6/13 Standard Deviation
  • Rank 8/13 Max Drawdown
Fund Name Currency Return
2 Newton Global Dynamic Bond GBP Inc GBP

1.4%

3 Royal London Duration Hedged Credit Z Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

1.4%

4 BMO Global Absolute Return Bond F Acc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

0.8%

5 Royal London Absolute Return Gov Bond Z Acc GBP GBP

0.6%

6 L&G Absolute Return Bond Fund Z GBP Acc GBP

0.4%

Fund Name Currency Risk
4 Newton Global Dynamic Bond GBP Inc GBP

1.5

5 Janus Henderson Multi Asset Credit I Acc GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

1.6

6 BMO Global Absolute Return Bond F Acc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

1.9

7 M&G Alpha Opportunities A GBP Inc GBP

2.2

8 Aberdeen Target Return Bond A Acc GBP

2.2

Fund Name Currency Loss
6 BlackRock Absolute Return Bond P Acc GBP

-2.0%

7 Royal London Duration Hedged Credit Z Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.0%

8 BMO Global Absolute Return Bond F Acc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.1%

9 Aberdeen Target Return Bond A Acc GBP

-2.5%

10 Invesco Global Unconstrained Bond A Acc GBP GBP

-3.0%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 1.9%
2018 -1.9% -0.2% 0.1% 0.0% -1.8%
2017 0.4% 0.3% 0.4% -0.3% 0.0%
2016 -0.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Luxembourg
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date15/07/2016
  • Share Class size350Mn
  • Base currencyGBP
  • ISIN LU1369591828
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.20%

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