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Jamieson Coote Bonds Active

Ranked 58 out of 72 in - Australian Dollar over 12 months
All calculations are in AUD unless stated

Managed by

Angus Coote

Angus Coote is a portfolio manager at JamiesonCoote Asset Management. He started his career with JP Morgan and on successful completion of the JP Morgan graduate program began as a government bond salesman specialising in US treasuries and European government bonds in London. Angus’s clients included global central banks, large asset managers, sovereign wealth funds and hedge funds. Angus relocated to Asia with ANZ where he spent five years specialising in selling Australian government bonds and other debt products to the region’s largest central banks and sovereign wealth funds. During this time he was located between Hong Kong and Singapore. Angus returned to Australia with ANZ for a short time before being hired by Westpac in Sydney to head global central bank distribution. Angus has a Bachelor of Business from RMIT majoring in economics and finance.

Charles Jamieson

Charles Jamieson is a portfolio manager at Jamieson Coote Bonds and has spent 15 years in the financial services industry working for Merrill Lynch and Bank of America Merrill Lynch (BAML) as a Bond trader; trading in Tokyo, New York, London and Sydney. As a US treasury trader in London on 11 September, 2001 and a European government debt trader in London at height of Eurozone crisis, Charles has managed difficult portfolios through a host of market scenarios. Upon returning to Australia, Charles’s most recent appointment was co-head of rates trading for Bank of America Merrill Lynch in Sydney where he was part of the bank’s executive management team. In this post was also a member of the Australian Financial Markets Association (AFMA) Bond Committee.

Chris Manuell

Objective

The Fund is a long-only Australian dollar denominated Bond investment fund. The Funds benchmark is the Bloomberg Ausbond Treasury 0+ year, with investments closely matching this index being the Funds default position. The Fund invests in bonds backed by AAA and AA rated Governments and Semi (State) Governments and agencies.

Performance

Australian Dollar over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.7%
2017 3.9% 2.0% 0.7% -0.1% 1.4%
2016 2.2% 2.2% 3.0% 0.8% -3.6%
2015 4.3% 2.8% -1.1% 2.3% 0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia

Fund Info

  • Launch date01/12/2014
  • Share Class size04Mn
  • Base currencyAUD
  • ISIN AU60JCB00010

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment0

Charges

  • Annual management0.45%
  • Initial investment0.45

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