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BGF World Bond X2 GBP Hedged

Ranked 6 out of 10 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Aidan Doyle

Aidan Doyle, CFA, director, is a member of the European & Non-US Fixed Income Group within BlackRock Fundamental Fixed Income. He is a portfolio manager on the Global Bond portfolio team. Doyle began his career at BlackRock in 2010. He earned a BA degree in economics, with honours, from Trinity College Dublin in 2009 and an MSc in finance from Imperial College London in 2010.

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 may be issued by governments, government agencies, companies and supranationals. At least 70% of the Funds total assets will be investment grade at the time of purchase.

Showing fund performance in Gibraltar View performance globally

Performance

Global over : 30/09/2017 - 30/09/2018
  • Rank 6/10 Total Return
  • Rank 1/10 Standard Deviation
  • Rank 4/10 Max Drawdown
Fund Name Currency Return
4 Credit Suisse (Lux) Floating Rate Credit IBH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.5%

5 Barclays GA - Global Government Bond M Inc GBP GBP

-0.9%

6 BGF World Bond X2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.6%

7 JSS Bond - Total Return Global Y GBP dis hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.4%

8 BGF Global Government Bond Fund A3 GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.1%

Fund Name Currency Risk
1 BGF World Bond X2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

1.2

2 Credit Suisse (Lux) Floating Rate Credit IBH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

1.4

3 BGF Global Government Bond Fund A3 GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

1.4

3 Barclays GA - Global Government Bond M Inc GBP GBP

1.4

5 JSS Bond - Total Return Global Y GBP dis hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

1.6

Fund Name Currency Loss
2 Credit Suisse (Lux) Floating Rate Credit IBH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.3%

3 Barclays GlobalBeta Portfolio 1 AA GBP GBP

-1.4%

4 BGF World Bond X2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.9%

5 JSS Bond - Total Return Global Y GBP dis hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.8%

6 BGF Global Government Bond Fund A3 GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.1%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.5% -0.8% -0.6%
2017 3.0% 0.6% 1.3% 0.8% 0.3%
2016 3.3% 2.9% 2.2% 1.2% -3.0%
2015 1.0% 1.8% -2.3% 1.2% 0.4%
2014 8.4% 2.5% 2.3% 1.2% 2.2%
2013 1.4% 0.5% -1.3% 1.0% 1.2%
2012 1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date11/07/2012
  • Share Class size196Mn
  • Base currencyUSD
  • ISIN LU0757589873
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment10Mn
  • 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).