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BNY Mellon Absolute Return Bond X GBP Hdg

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

Managed by

Peter Bentley

Peter Bentley was born in the UK in 1970 and graduated from Nottingham University with a BA in economics and econometrics. He started his career in 1993 with the Bank of England where he was a supervisory manager of gilts and money markets. In 1997 he joined Schroder Investment Management where he was a portfolio manager and in 2000 he joined Morley Investment Management. Peter moved to PIMCO Europe in 2004 where he was a senior vice president before joining Insight Investment where he is currently the head of UK and global credit. He has passed the IMC and IIMR Associate exams and is an Associate of the CFA Society of the UK. Outside of fund management he enjoys cricket, music and the cinema and theatre.

Andrew Wickham

Andrew Wickham was born in Bromley in 1970 and graduated from the Univeristy of Bath with a BSc and MEng degree in electrical and electronic engineering. He joined Insight Investment in 2005 where he is currently the head of UK fixed income. Prior to this he was the co-head of fixed income and before this he worked at Schroders where he was the head of sterling fixed income. Andrew holds the ASIP qualification from the UK Society of Investment Professionals and is an Associate of the CFA Society of the UK. Outside of fund management he enjoys tennis.

Objective

The Sub-Fund aims to provide a positive absolute return in all market conditions over a rolling 12 month period by investing primarily in debt and debt-related securities and instruments located worldwide and in financial derivative instruments relating to such securities and instruments. The Sub-Fund will seek to achieve its investment objective by investing primarily in bonds and bond-related instruments and other types of securities listed or traded on any Eligible Markets and financial derivative instruments permitted by the UCITS Regulations.

Showing fund performance in United Kingdom View performance globally

Performance

Absolute Return GBP over : 31/03/2018 - 31/03/2019
  • Rank 12/13 Total Return
  • Rank 11/13 Standard Deviation
  • Rank 12/13 Max Drawdown
Fund Name Currency Return
9 BlackRock Absolute Return Bond P Acc GBP

-0.8%

10 Invesco Global Unconstrained Bond A Acc GBP GBP

-1.4%

11 Schroder Absolute Return Bond A Acc GBP

-1.6%

12 BNY Mellon Absolute Return Bond X GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.3%

13 Tideway High Income Real Return A GBP GBP

-5.1%

Fund Name Currency Risk
9 Royal London Duration Hedged Credit Z Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

2.3

10 Invesco Global Unconstrained Bond A Acc GBP GBP

2.7

11 BNY Mellon Absolute Return Bond X GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

2.9

12 Schroder Absolute Return Bond A Acc GBP

3.1

13 Tideway High Income Real Return A GBP GBP

4.9

Fund Name Currency Loss
9 Aberdeen Target Return Bond A Acc GBP

-2.5%

10 Schroder Absolute Return Bond A Acc GBP

-3.4%

11 Invesco Global Unconstrained Bond A Acc GBP GBP

-3.5%

12 BNY Mellon Absolute Return Bond X GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.5%

13 Tideway High Income Real Return A GBP GBP

-8.7%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 -0.2%
2018 -4.0% 0.2% -2.7% -0.2% -1.3%
2017 1.1% 0.8% -0.5% -0.1% 0.8%
2016 2.9% -0.7% 1.7% 0.5% 1.4%
2015 2.4% 1.6% 0.8% -0.6% 0.6%
2014 1.7% 1.4% 0.9% 0.3% -0.9%
2013 4.2% 1.9% 0.4% 0.5% 1.4%
2012 1.5% 1.9% 1.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark
  2. Finland
  3. France
  4. Germany
  5. Guernsey
  6. Ireland
  7. Italy
  8. Jersey
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Portugal
  13. Singapore
  14. Spain
  15. Sweden
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date09/03/2012
  • Base currencyGBP
  • ISIN IE00B74X7M45
  • Currency exposure is hedged

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).