Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

BGF Euro Corporate Bond A2 USD Hgd

Ranked 4 out of 15 in - Euro Corporates over 12 months
All calculations are in USD unless stated

Managed by

Tom Mondelaers

Tom Mondelaers is a graduate of the University of Leuven in Belgium, where he was born in 1971, and Manchester Business School. He joined AXA as a fixed income portfolio manager in 1995 and, after five years, ascended to global fixed income portfolio manager with their asset management arm. Directly before joining BlackRock in 2005 as a corporate credit fund manager, he held the same position at Philips Pension Fund. At BlackRock, he focuses on quality bias and fundamental credit research of investment-grade corporate bonds, whilst applying a top-down view with the use of interest-rate and credit hedges. In his free time, Tom enjoys cycling, travelling and photography.

Jozef Prokes

Jozef Prokes, Director, is a member of the Global/Non-US Portfolio Team within BlackRock's Fixed Income Portfolio Management Group, focusing on covered bonds. Before joining BlackRock in 2010, he held a trading position at Credit Agricole - CIB and a portfolio management role at National Bank of Slovakia. He began his career as an asset and liability manager at CSOB bank (KBC group) in 2006. Prokes earned a Bc degree and a graduate degree from Comenius University in Bratislava, both in 2007.

Objective

The Fund seeks to maximise total return. It invests at least 70% of its total assets in investment grade corporate fixed income transferable securities denominated in euro. Currency exposure is flexibly managed.

Showing fund performance in Singapore View performance globally

Performance

Euro Corporates over : 30/06/2017 - 30/06/2018
  • Rank 4/15 Total Return
  • Rank 1/15 Standard Deviation
  • Rank 1/15 Max Drawdown
Fund Name Currency Return
2 PARVEST Bond Euro Corporate I Cap (USD) USD

3.5%

3 Nordea 1 - European Financial Debt HBI USD

Currency exposure is hedged

Currency exposure is hedged

USD

3.2%

4 BGF Euro Corporate Bond A2 USD Hgd

Currency exposure is hedged

Currency exposure is hedged

USD

3.1%

5 T Rowe Euro Corporate Bond IH USD

Currency exposure is hedged

Currency exposure is hedged

USD

3.0%

6 Pictet-EUR Corporate Bonds-HI USD

Currency exposure is hedged

Currency exposure is hedged

USD

2.8%

Fund Name Currency Risk
1 BGF Euro Corporate Bond A2 USD Hgd

Currency exposure is hedged

Currency exposure is hedged

USD

1.3

2 Carthesio Ratio Total Return Credit Fund USD-C USD

1.5

3 T Rowe Euro Corporate Bond IH USD

Currency exposure is hedged

Currency exposure is hedged

USD

1.6

4 Nordea 1 - European Cross Credit HAI USD

Currency exposure is hedged

Currency exposure is hedged

USD

1.8

4 Pictet-EUR Corporate Bonds-HI USD

Currency exposure is hedged

Currency exposure is hedged

USD

1.8

Fund Name Currency Loss
1 BGF Euro Corporate Bond A2 USD Hgd

Currency exposure is hedged

Currency exposure is hedged

USD

-0.2%

1 BlueBay Investment Grade Bond B USD (Perf)

Currency exposure is hedged

Currency exposure is hedged

USD

-0.2%

3 T Rowe Euro Corporate Bond IH USD

Currency exposure is hedged

Currency exposure is hedged

USD

-0.5%

4 Pictet-EUR Corporate Bonds-HI USD

Currency exposure is hedged

Currency exposure is hedged

USD

-0.5%

5 M&G European Corporate Bond USD A-H Inc USD

-0.7%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.0% 0.4%
2017 4.6% 0.6% 1.2% 1.5% 1.3%
2016 -0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Brunei Darussalam
  4. Chile
  5. Denmark
  6. Finland
  7. France
  8. Germany
  9. Gibraltar
  10. Greece
  11. Hong Kong
  12. Hungary
  13. Ireland
  14. Luxembourg
  15. Netherlands
  16. Norway
  17. Poland
  18. Singapore
  19. Spain
  20. Sweden
  21. Switzerland
  22. United Kingdom

Fund Info

  • Launch date20/07/2016
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU1445717389
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management0.80%

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