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Muzinich Global Tactical Credit Hdg USD Inc Fndr

Ranked 5 out of 10 in - Absolute Return USD over 12 months
All calculations are in USD unless stated

Managed by

Michael McEachern

Objective

The Fund seeks to generate consistent attractive returns on a risk-adjusted basis over a three to five year period. The Fund invests primarily in corporate bonds (securities that represent an obligation to repay a debt along with interest). These bonds may include high yield (sub investment grade) and investment grade bonds issued by U.S., European as well as emerging market issuers. The portfolio is well-diversified globally across at least 50 issuers. The Investment Manager may use derivatives to hedge investments in the Fund's securities and their related assets, markets and currencies.

Showing fund performance in Singapore View performance globally

Performance

Absolute Return USD over : 31/07/2017 - 31/07/2018
  • Rank 5/10 Total Return
  • Rank 4/10 Standard Deviation
  • Rank 4/10 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.8% -0.3%
2017 4.8% 1.2% 1.6% 1.3% 0.6%
2016 6.8% 2.9% 2.0% 1.9% -0.2%
2015 1.7% 1.8% -0.4% -0.1% 0.4%
2014 3.3% 1.8% 1.8% -0.6% 0.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Ireland
  5. Singapore
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date13/11/2013
  • Share Class size38Mn
  • Base currencyUSD
  • ISIN IE00BF5S8P49
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment100Mn
  • Min. regular additional investment0

Charges

  • Annual management0.35%

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