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BGF Fixed Income Gbl Opportunities X2 GBP Hedged

Ranked 3 out of 5 in - Global Flexible over 12 months
All calculations are in EUR unless stated

Managed by

Andreas Doerrenhaus

Bob Miller

Bob Miller, managing director, is head multi-sector and rates within BlackRock's Americas Fixed Income Alpha Strategies and a member of the Americas Fixed Income Executive Team. He is a portfolio manager of BlackRock's Core Bond, Total Return, and Strategic Income Opportunities funds. Prior to joining BlackRock in 2011, Bob was a co-founder and partner at the Round Table Investment Management Company, a multi-strategy, research-based investment company, where he managed a global macro strategy. Previously, Bob spent 20 years at Bank of America, where he served in a variety of roles, most recently as senior portfolio manager for the bank's proprietary multi-asset class investment portfolio. Bob managed global equity and credit, global interest rate derivative, and sovereign debt portfolios during his tenure at Bank of America. He is a Trustee of Davidson College, a member of the Executive Committee and Chairman of the Investment Committee. He is also actively involved with the Davidson July Experience program. Bob is a former Trustee and past Chairman of the Board at Trinity Episcopal School, and remains a member of the Friends of Trinity Board. He earned a BA in Economics from Davidson College.

Rick Rieder

Rick Rieder is a managing director and BlackRock's chief investment officer of fundamental fixed income, co-head of Americas fixed income and a member of the executive committee of the firm-wide alpha strategy business. He is also a member of BlackRock's firm-wide Operating, Leadership, and Philanthropy Committees. Before joining BlackRock in 2009, Rieder was president and CEO of R3 Capital Partners. He served as vice chairman and member of the Borrowing Committee for the U.S. Treasury. Rieder is currently a member of the Federal Reserve Bank of New York's Investment Advisory Committee on Financial Markets, and was recently elected as the 2013 inductee into the Fixed Income Analysts Society Fixed Income Hall of Fame. From 1987 to 2008, Rieder was with Lehman Brothers, most recently as head of the firm's Global Principal Strategies team. Before joining Lehman Brothers, Rieder was a credit analyst at SunTrust Banks in Atlanta.

Scott Thiel

London-based Scott Thiel is currently deputy CIO of Fundamental Fixed Income at BlackRock. Before joining BlackRock in 2002, Scott was a vice president at Goldman Sachs where he spent thirteen years. He earned a BA in American history from Princeton University. Outside of fund management, Scott enjoys tennis, soccer, running, skiing and going to the theatre and is a member of the American Society for the Prevention of Cruelty to Animals.

Objective

The Fund aims to maximise the return on your investment through a combination of capital growth and income on the Funds assets. The Fund invests globally at least 70% of its total assets in fixed income securities. These include bonds and money market instruments (i.e. debt securities with short term maturities). The fixed income securities are denominated in various currencies and may be issued by governments, government agencies, companies and supranationals (e.g. the International Bank for Reconstruction and Development).

Showing fund performance in Gibraltar View performance globally

Performance

Global Flexible over : 30/06/2016 - 30/06/2017
  • Rank 3/5 Total Return
  • Rank 4/5 Standard Deviation
  • Rank 3/5 Max Drawdown
Fund Name Currency Return
1 Schroder ISF Global Multi Credit I Inc GBP

Currency exposure is hedged

Currency exposure is hedged

EUR

1.1%

2 Schroder ISF Global Credit Dur Hedged GBPH I Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

0.1%

3 BGF Fixed Income Gbl Opportunities X2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.6%

4 Schroder ISF Strategic Bond GBP Hedged C Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.8%

5 Franklin Flexible Alpha Bond I (acc) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.1%

Fund Name Currency Risk
1 Schroder ISF Strategic Bond GBP Hedged C Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

7.1

2 Schroder ISF Global Multi Credit I Inc GBP

Currency exposure is hedged

Currency exposure is hedged

EUR

7.7

3 Franklin Flexible Alpha Bond I (acc) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

EUR

8.2

4 BGF Fixed Income Gbl Opportunities X2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

8.3

5 Schroder ISF Global Credit Dur Hedged GBPH I Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

8.5

Fund Name Currency Loss
1 Schroder ISF Strategic Bond GBP Hedged C Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.5%

2 Schroder ISF Global Credit Dur Hedged GBPH I Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.8%

3 BGF Fixed Income Gbl Opportunities X2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.5%

4 Schroder ISF Global Multi Credit I Inc GBP

Currency exposure is hedged

Currency exposure is hedged

EUR

-6.0%

5 Franklin Flexible Alpha Bond I (acc) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

EUR

-6.6%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 1.1% -1.7%
2016 -10.9% -7.7% -3.5% -2.1% 2.0%
2015 5.8% 8.5% 1.8% -4.5% 0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. Chile
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Gibraltar
  8. Ireland
  9. Jersey
  10. Luxembourg
  11. Macau
  12. Netherlands
  13. Norway
  14. Poland
  15. Portugal
  16. Singapore
  17. Spain
  18. Sweden
  19. Switzerland
  20. United Kingdom

Fund Info

  • Launch date12/11/2014
  • Share Class size363Mn
  • Base currencyGBP
  • ISIN LU0278465058
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0

Related News

BlackRock's Rieder: demographics will keep interest rates low for years

Demographics, not monetary policy, or Central Banks will have a key impact, according to the AM giant's CIO for fixed income.

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