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ii Super 60 - M&G Global Macro Bond

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ii Super 60 investments:
M&G Global Macro Bond

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Asset Group Asset Sub-Group Investment Category
Fixed Income Global bonds Core

Selection rationale:
The flexible, go-anywhere strategy of M&G Global Macro Bond means it continues to rank as a decent core diversifier. It currently yields 1.5% and pays dividends quarterly. Jim Leaviss has run this fund in its various iterations since its inception in 1999. He can invest in any type of fixed interest security in the world. His focus in recent years has been on highly rated bonds.

Leaviss uses his flexibility to take advantage of different economic conditions and global trends, including interest rate movements and inflation. His assessment of these macroeconomic factors determines the asset classes in which the fund invests, and influences the portfolio’s mix of interest rate risk, credit risk and currency exposure.

This approach means Leaviss can constantly reassess value from among the whole range of different bond types, from ‘safe haven’ government bonds to riskier corporate and emerging market bonds.

Leaviss actively manages the types of bond in the fund and their maturities, and by using derivatives believes he can ensure the fund is able to perform in all types of market conditions. He can also invest in any currency, offering further diversification benefits.

October 2020

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Risk warnings

Past performance of the underlying constituents is not a guarantee of future performance. The value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. 

Annual performance can be found on the factsheet of each fund, trust or ETF. Simply click on the asset’s name and then the performance tab. 

The information we provide in the ii Super 60 investments list is an opinion provided by ii or one of its partners on whether to buy a specific investment. Please note that none of the opinions we provide are a “personal recommendation”, which means that we have not assessed your investing knowledge and experience, your financial situation or your investment objectives. Therefore you should ensure that any investment decisions you make are suitable for your personal circumstances.

If you are unsure about the suitability of a particular investment or think that you need a personal recommendation, you should speak to a suitably qualified financial advisor. 

Any changes to the ii Super 60 investments list and the rationale behind those decisions will be communicated through the Quarterly Investment Outlook.

Details of all recommendations issued by ii during the previous 12 month period can be found here.

ii adheres to a strict code of conduct. Members of ii staff may hold shares in companies mentioned in the ii Super 60 investments list, which could create a conflict of interest. Any member of staff intending to complete some research about any financial instrument in which they have an interest are required to disclose such interest to ii. We will at all times consider whether such interest impairs the objectivity of the recommendation.

In addition, staff involved in the production of this ii Super 60 list are subject to a personal account dealing restriction. This prevents them from placing a transaction in the specified instrument(s) for five working days before and after an investment is included or amended and made public within the list. This is to avoid personal interests conflicting with the interests of the recipients of this ii Super 60 investments list.