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BMO Global Total Return Bond (GBP Hedged) 1 Acc

Ranked 52 out of 59 in - Sterling Strategic Bond 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).

Rebecca Seabrook

Rebecca Seabrook is a portfolio manager in the credit team at BMO Asset Management, which she joined in 2001. Prior to this, Seabrook worked as a fund manager for Rothschild Asset Management and Friends Ivory & Sime, having begun her career with London and Manchester as a credit analyst. Seabrook graduated from the University of Wales in 1995 with a BA in accounting and finance. She holds the IIMR and is a member of UKSIP.

Objective

The objective is to provide a return through a combination of income and capital growth. The Manager seeks to achieve this by investing primarily in a highly diversified spread of corporate bonds issued by companies and other non-governmental organisations from the major corporate bond markets.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling Strategic Bond over : 30/04/2018 - 30/04/2019
  • Rank 52/59 Total Return
  • Rank 6/59 Standard Deviation
  • Rank 40/59 Max Drawdown
Fund Name Currency Return
50 Quilter Investors Bond 1 Fund A GBP Inc GBP

0.8%

51 Aviva Investors Strategic Bond SC 1 Inc GBP

0.6%

52 BMO Global Total Return Bond (GBP Hedged) 1 Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

0.4%

53 JPM Unconstrained Bond A Gross Acc GBP

0.3%

54 Artemis High Income R Inc GBP

0.2%

Fund Name Currency Loss
38 Scottish Widows Strategic Income A Acc GBP

-2.8%

39 AXA Framlington Managed Income R Acc Gross GBP

-2.8%

40 BMO Global Total Return Bond (GBP Hedged) 1 Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.9%

41 Merian Monthly Income Bond A Acc GBP

-3.0%

42 Santander Strategic Bond II Gr GBP

-3.0%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 2.3%
2018 -3.9% -0.7% -0.7% -0.6% -1.9%
2017 -0.3% 0.1% 0.1% -0.3% -0.3%
2016 2.8% -0.7% 1.1% 2.0% 0.4%
2015 0.9% 2.1% -1.6% -0.5% 0.9%
2014 3.0% 1.8% 1.9% -0.3% -0.4%
2013 3.0% 1.4% -2.0% 2.2% 1.4%
2012 20.2% 7.6% -0.4% 6.8% 5.0%
2011 -0.7% 3.7% 0.9% -7.7% 2.8%
2010 11.6% 7.4% -2.0% 7.2% -1.0%
2009 39.6% -6.1% 20.7% 18.6% 3.8%
2008 -24.1% -4.1% 1.6% -8.5% -14.9%
2007 0.8% 1.4% -0.2% 0.1% -0.4%
2006 5.6% 1.1% -0.6% 3.1% 1.9%
2005 8.5% 0.9% 2.7% 2.9% 1.7%
2004 11.7% 2.3% -0.1% 4.8% 4.3%
2003 17.5% 3.3% 6.8% 2.2% 4.3%
2002 9.1% 2.8% 2.0% 0.1% 4.1%
2001 8.6% 3.1% 1.1% 0.3% 3.9%
2000 4.2% 0.3% 1.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
GBP/EUR Forward Contract 34.05%
GBP/USD Forward Contract 26.46%
JPMorgan Chase Bank NA Future 23.13%
JP Morgan Chase & Co Interest Rate Swap 9.83%
GBP Cash 6.66%
EUR Cash 2.55%
USD Cash 1.87%
GBP/CAD Forward Contract 1.09%
EI Group PLC 6.000% 06-Oct-2023 0.92%
North-Rhine Westphalia, State of 1.950% 26-Sep-2078 0.85%
31/03/2019

Registered For Sale In

  1. Chile
  2. United Kingdom

Fund Info

  • Launch date08/02/2000
  • Share Class size14Mn
  • Base currencyGBP
  • ISIN GB0033145268
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.00%
  • Initial investment5.00%

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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).