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Five global bond fund managers you need to know

Citywire Investment Research reveals the latest raft of ratings-worthy outperformers.

Market Overview

This month there was a total of 235 rated managers within global bonds as a whole. This was broken down as six now being AAA-rated, 25 AA, 54 A and 150 are now Citywire + rated within this diverse asset class. This asset class includes following Citywire sectors:

  • Bonds - Global
  • Bonds - Global Australian Dollar Hedged
  • Bonds - Global Flexible
  • Bonds - Global Short Term

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Highest New Entrant

Fund manager: Sachin Gupta, Pimco

Rating: AA-rated

Overview

Pimco global portfolio manager and head of the global desk, Sachin Gupta, has over 20 years’ investment experience and enters the Citywire ratings on his debut achieving a AA rating. This award is based on PIMCO GIS Global Bond Inst USD Acc fund’s three years risk-adjusted performance.

Gupta has co-managed the fund with Lorenzo Pagani and Andrew Balls since September 2014 and it is one of the 10 funds contributing to his rating. The giant PIMCO GIS Global Bond invests mainly in diversified securities of investment grade bonds, denominated in major world currencies. Over the last three years, the fund returned 6.02%, compared to a -1.28% loss by average manager over the same period in US dollar terms.

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Comeback Star

Fund manager: Lorenzo Pagani, Pimco

Rating: AA-rated

Overview

The second Pimco manager on this list is Lorenzo Pagani, who returns to the Citywire ratings for the first time since June 2013. The Munich-based manager is also head of the European government bond and European rates department at the US firm.

He has been awarded a Citywire AA rating largely due to his performance on the PIMCO GIS Global Bond Ex-US Inst USD Acc fund, which he has co-managed with Andrew Balls and the aforementioned Sachin Gupta since September 2014. However, this is one of the seven contributing funds to his rating.

Over the last three years, Pagani has returned 7.19 % against the average manager’s 1.28% loss in the sector in US dollar terms. The fund is a diverse, actively-managed portfolio of global fixed-income securities. According to the most recent fund factsheet, the majority of its investments (63%) are allocated to government-related debt.

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Ones to Watch

Fund managers: Louis Chabrier & Joe Ramos, Wellington Management

Rating: AA-rated

Overview

The Wellington Management duo of Louis Chabrier and Joe Ramos have co-managed the Wellington Global Strategic Credit USD S Acc fund since March 2009. In recent months, the pair have been repeatedly awarded with a Citywire AA rating and this has been retained this month following solid risk-adjusted returns.

Over a five year timeframe to the end of August 2017, the duo returned a solid 17.23% compared to a 12.94% return by the average manager in the Bonds - Global Flexible sector in US dollar terms. The fund is registered for sale in the United Kingdom and Singapore fund and focuses on investing in worldwide high quality fixed income securities.

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Rising Star

Fund manager: Andrew Jackson, HSBC GAM

Rating: AA-rated

Overview

Rising back up from his previous A rating to be AA rated this month is HSBC Global Asset Management’s Andrew Jackson. He joined the company in 2002 and has been lead manager on the HSBC GIF Global Asset-Backed Bond ZC USD fund since May 2013.

The fund is registered for sale in United Kingdom, Luxembourg and France, offering investing mainly in asset- and mortgage-backed securities. Over the last three years, Jackson has delivered excellent performance on this fund, he returned 8.62% against the average manager’s loss of 1.28% in the sector in US dollar terms.

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Events
  • Citywire Alternative Ucits Retreat 2017

    Citywire Alternative Ucits Retreat 2017

  • Citywire Milan 2017

    Citywire Milan 2017

  • Citywire Paris 2017

    Citywire Paris 2017

  • Citywire Deutschland 2017

    Citywire Deutschland 2017

  • Citywire DACH 2017

    Citywire DACH 2017

  • Citywire Italy 2016

    Citywire Italy 2016

  • Citywire Milan 2016

    Citywire Milan 2016

  • Citywire Alt Ucits 2016

    Citywire Alt Ucits 2016

  • Citywire Berlin 2016

    Citywire Berlin 2016

  • Citywire Switzerland 2017

    Citywire Switzerland 2017

  • Citywire Amsterdam 2016

    Citywire Amsterdam 2016

  • Citywire Montreux 2016

    Citywire Montreux 2016

  • Citywire Deutschland 2016

    Citywire Deutschland 2016

  • Citywire Latin America 2016

    Citywire Latin America 2016

  • Citywire Milan 2016

    Citywire Milan 2016

  • Citywire Munich 2016

    Citywire Munich 2016

  • Citywire Paris Alt Ucits 2016

    Citywire Paris Alt Ucits 2016

  • Citywire Zurich Alt Ucits 2016

    Citywire Zurich Alt Ucits 2016