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You are here: Manager factsheet

Julian Le Beron
Allianz Global Investors GmbH, Allianz Global Invtrs GmbH(UK)
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Manager profile
Curriculum Vitae of Julian Le Beron, CFA is the Head of Developed Markets; 22 years’ industry experience managing bond portfolios and analysing global bond markets; 8 years with Global Fixed Income team; Previously Executive Director, Global Government Portfolio Manager at JP Morgan Asset Management, London. Responsibilities included formulation of global interest rate strategy, portfolio management and risk budgeting; BSc in Management, London School of Economics, UK; Member of CFA Institute and CFA Society of the UK.
Total return for Julian Le Beron
Manager career performance
Discrete calendar year performance : Julian Le Beron

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Julian Le Beron 3.6 -9.3 11.5 -2.0 -4.3 13.0 - - - -
Peer Group Composite 6.0 -3.5 -1.9 0.3 -2.9 12.4 - - - -
Over / Under -2.4 -5.8 13.4 -2.3 -1.4 0.6 - - - -
Performance vs peer group composite: Julian Le Beron
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
2 years
out of a possible 6
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Allianz Global Opportunistic Bond Co-managed FO Fixed Int - Global since Oct 01 2018 to present
Allianz Gilt Yield Co-managed UT UK Gilts since Jun 03 2024 to present
Allianz Index-Linked Gilt Co-managed UT UK Index Linked Gilts since Jun 03 2024 to present
Allianz Strategic Bond Co-managed FO Fixed Int - Global since Jun 03 2024 to present
Allianz Strategic Bond Co-managed UT Sterling Strategic Bond since Jun 03 2024 to present
Allianz UK Government Bond Co-managed FO Fixed Int - GBP Government since Jun 03 2024 to present
Funds managed previously
Fund Periods
JPM Global Aggregate Bond since Nov 16 1988 to Apr 30 2007
JPM Global Ex UK Bond since Feb 01 2004 to Feb 28 2005
Allianz Fixed Income Macro since Jul 19 2024 to fund close
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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