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

M&G Alpha Opportunities A GBP Inc

Ranked 5 out of 13 in - Absolute Return GBP over 12 months
All calculations are in GBP unless stated

Managed by

Richard Ryan

Objective

The Fund is to seek to maximise total return, consistent with prudent investment management. The Fund will aim to provide investors with attractive returns from capital and income from a diversified pool of debt and debt like assets. The Fund aims to maximise total return through all stages of the economic and credit cycles principally by exploiting long term risk premia. For each point along the interest rate and credit cycle the AIFM seeks to identify the optimal allocation amongst traditional Fixed Income asset classes, such as government bonds, investment grade or high yield corporate bonds and other less traditional Fixed Income asset classes.

Showing fund performance in United Kingdom View performance globally

Performance

Absolute Return GBP over : 31/03/2018 - 31/03/2019
  • Rank 5/13 Total Return
  • Rank 8/13 Standard Deviation
  • Rank 5/13 Max Drawdown
Fund Name Currency Return
3 Royal London Duration Hedged Credit Z Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

1.1%

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

0.8%

5 M&G Alpha Opportunities A GBP Inc GBP

0.7%

6 BMO Global Absolute Return Bond F Acc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

0.2%

7 Royal London Absolute Return Gov Bond Z Acc GBP GBP

0.1%

Fund Name Currency Risk
6 BMO Global Absolute Return Bond F Acc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

1.8

7 Aberdeen Target Return Bond A Acc GBP

2.1

8 M&G Alpha Opportunities A GBP Inc GBP

2.1

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

Fund Name Currency Loss
3 Janus Henderson Multi Asset Credit I Acc GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.9%

4 Newton Global Dynamic Bond GBP Inc GBP

-1.3%

5 M&G Alpha Opportunities A GBP Inc GBP

-1.7%

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%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 2.0%
2018 -1.2% 0.1% -0.4% 0.7% -1.7%
2017 4.0% 1.2% 1.3% 0.8% 0.7%
2016 6.2% 0.4% 1.1% 3.3% 1.3%
2015 0.7% 1.2% 0.3% -1.6% 0.9%
2014 0.9% 0.6% 0.8% -0.4% -0.1%
2013 6.7% 1.3% 1.2% 1.8% 2.2%
2012 9.4% 5.0% -0.3% 2.4% 2.1%
2011 -0.3% 2.4% 0.1% -3.5% 0.8%
2010 6.3% 3.6% -1.0% 2.1% 1.4%
2009 15.2% -3.0% 7.1% 6.8% 3.9%
2008 -6.8% -1.1% 2.6% -2.1% -6.2%
2007 -1.1% 0.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. Denmark
  3. Finland
  4. Germany
  5. Ireland
  6. Korea
  7. Netherlands
  8. Norway
  9. Spain
  10. Sweden
  11. United Kingdom

Fund Info

  • Launch date26/04/2007
  • Share Class size4,405Mn
  • Base currencyGBP
  • ISIN IE00B1ZBRT27

Purchase Info

  • Min. initial investment4Mn
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • 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).