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Threadneedle (Lux)-Global Opportunities Bond AEH

Ranked 70 out of 85 in - Bond Strategies over 12 months
All calculations are in EUR unless stated

Managed by

Adrian Hilton

Adrian Hilton joined Columbia Threadneedle Investments in June 2016 as a Fixed Income portfolio manager in the Interest Rates & Currencies team. Prior to this, he spent eight years as a portfolio manager at Brevan Howard Asset Management, where he traded Emerging Markets local rates and currencies. Adrian began his career at the Bank of England in 2000, holding various positions in the Sterling Markets and Foreign Exchange divisions.  He became a portfolio manager in the Bank’s Reserves Management team in 2005 before leaving to join Aberdeen Asset Management in 2007 as a portfolio manager in that firm’s global rates team.  At Aberdeen, he contributed to absolute return rates strategies before joining Brevan Howard in September 2008 at the launch of Brevan Howard’s UCITS absolute return rates strategy. Adrian holds a BA (Hons) in History from the University of Birmingham.

Objective

The aim of the Fund is to make a positive return for you notwithstanding changing market conditions. The Fund invests at least two-thirds of its assets in bonds (which are a type of loan that pay a fixed or variable interest rate) issued by companies and governments. The Fund invests directly in these assets or by using derivatives. Derivatives are sophisticated investment instruments linked to the rise and fall of the price of other assets. The Fund may also make use of short selling (which is designed to make a profit from falling prices) and leverage (which increases the effect that a change in the price of an investment has on the Fund’s value).

Showing fund performance in Chile View performance globally

Performance

Bond Strategies over : 31/08/2017 - 31/08/2018
  • Rank 70/85 Total Return
  • Rank 49/85 Standard Deviation
  • Rank 65/85 Max Drawdown
Fund Name Currency Return
68 Amundi Global Macro 2 - I (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.5%

69 Amundi Fds Glb Macro Bonds & Ccy Low Vol - AE (C) EUR

-3.8%

70 Threadneedle (Lux)-Global Opportunities Bond AEH

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.0%

71 SLI Glo SICAV Abs Rtn Glo Bd Strategies A Acc EURH

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.3%

72 Emirates Em Market Corp Bond Abs. Return A EUR C EUR

-4.5%

Fund Name Currency Loss
63 Amundi Fds Glb Macro Bonds & Ccy Low Vol - AE (C) EUR

-4.2%

64 SLI Glo SICAV Abs Rtn Glo Bd Strategies A Acc EURH

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.3%

65 Threadneedle (Lux)-Global Opportunities Bond AEH

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.4%

66 Parvest Bond Absolute Return V700 N Cap EUR

-4.6%

67 Hypo PF Anleihen long short EUR

-4.8%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.8% -2.5%
2017 -0.9% -0.7% -0.1% -0.1% 0.0%
2016 -2.9% -0.4% -1.6% -0.7% -0.3%
2015 -5.8% 1.4% 0.1% -3.6% -3.7%
2014 -1.2% 1.3% 0.0% -0.4% -2.0%
2013 2.1% -0.2% 0.3% 0.5% 1.5%
2012 6.2% 2.6% 0.6% 2.4% 0.5%
2011 1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Spain
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date24/08/2011
  • Share Class size01Mn
  • Base currencyEUR
  • ISIN LU0640492830
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.00%

Related News

Fixed income manager exits Columbia Threadneedle

Head of interest rates and currency has taken over responsibility for manager's funds, Citywire Selector can reveal.

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