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Threadneedle (Lux)-European Strategic Bond AE USD

Ranked 1 out of 4 in - Europe over 12 months
All calculations are in USD unless stated

Managed by

Adrian Hilton

Adrian Hilton joined Columbia Threadneedle Investments in June 2016 as a Fixed Income portfolio manager in the Interest Rates & Currencies team. Prior to this, he spent eight years as a portfolio manager at Brevan Howard Asset Management, where he traded Emerging Markets local rates and currencies. Adrian began his career at the Bank of England in 2000, holding various positions in the Sterling Markets and Foreign Exchange divisions.  He became a portfolio manager in the Bank’s Reserves Management team in 2005 before leaving to join Aberdeen Asset Management in 2007 as a portfolio manager in that firm’s global rates team.  At Aberdeen, he contributed to absolute return rates strategies before joining Brevan Howard in September 2008 at the launch of Brevan Howard’s UCITS absolute return rates strategy. Adrian holds a BA (Hons) in History from the University of Birmingham.

Ryan Staszewski

Ryan Staszewski is a portfolio manager at Columbia Threadneedle Investments. Mr. Staszewski is responsible for European credit portfolios within the fixed income team in London. Previously, he worked as a credit analyst undertaking fundamental analysis across a number of sectors within the investment grade universe. Prior to joining one of the Columbia Threadneedle Investments firms in 2012, Mr. Staszewski held a role as a sell-side publishing analyst at JP Morgan, where he was voted the #2 utilities analyst by industry peers in the Euromoney 2012 fixed-income survey. Prior to that, he was a buy-side credit analyst at Aviva Investors. Mr. Staszewski received a degree in economics and finance from Curtin University, Western Australia, and is also a CFA Charterholder.

Objective

The European Strategic Bond Portfolio seeks to achieve total return from income and capital appreciation by investing principally in short to-medium term European sovereign bonds and corporate bonds (including Contingent Convertible Bonds for up to 5% of the Portfolio's Net Asset Value) that are Investment Grade or non-Investment Grade, primarily issued by companies domiciled in Europe or with significant operations in Europe. The Portfolio may also use financial derivative instruments for investment purposes, hedging and efficient portfolio management.

Showing fund performance in Singapore View performance globally

Performance

Europe over : 30/04/2017 - 30/04/2018
  • Rank 1/4 Total Return
  • Rank 4/4 Standard Deviation
  • Rank 4/4 Max Drawdown
Fund Name Currency Return
1 Threadneedle (Lux)-European Strategic Bond AE USD USD

11.7%

2 Franklin European Total Return A (Mdis) USD USD

9.8%

3 AB FCP I-European Income Portfolio AT USD H

Currency exposure is hedged

Currency exposure is hedged

USD

5.0%

4 Nordea 1 - European Covered Bond HBI USD

Currency exposure is hedged

Currency exposure is hedged

USD

4.6%

Fund Name Currency Risk
1 Nordea 1 - European Covered Bond HBI USD

Currency exposure is hedged

Currency exposure is hedged

USD

1.3

2 AB FCP I-European Income Portfolio AT USD H

Currency exposure is hedged

Currency exposure is hedged

USD

2.0

3 Franklin European Total Return A (Mdis) USD USD

7.3

4 Threadneedle (Lux)-European Strategic Bond AE USD USD

7.5

Fund Name Currency Loss
1 Nordea 1 - European Covered Bond HBI USD

Currency exposure is hedged

Currency exposure is hedged

USD

-0.2%

2 AB FCP I-European Income Portfolio AT USD H

Currency exposure is hedged

Currency exposure is hedged

USD

-0.3%

3 Franklin European Total Return A (Mdis) USD USD

-2.9%

4 Threadneedle (Lux)-European Strategic Bond AE USD USD

-3.5%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 2.0%
2017 15.2% 1.2% 7.2% 4.2% 1.9%
2016 -1.3% 5.8% -2.2% 1.7% -6.1%
2015 -10.1% 1.8% 0.6%
2014 -7.1% 2.3% 1.3% -6.8% -3.7%
2013 6.5% -2.2% 0.5% 5.1% 3.1%
2012 11.1% 6.1% -4.2% 4.5% 4.7%
2011 -1.1% 5.1% 3.0% -6.3% -2.5%
2010 -1.1% -3.0% -6.3% 12.5% -3.2%
2009 9.0% -3.3% 6.9% 6.8% -1.3%
2008 0.4% 10.2% -3.9% -8.0% 3.0%
2007 11.9% 1.0% -0.3% 7.3% 3.5%
2006 10.4% 0.6% 4.6% 1.4% 3.5%
2005 -10.7% -3.9% -4.1% -0.4% -2.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Hong Kong
  6. Italy
  7. Luxembourg
  8. Macau
  9. Netherlands
  10. Portugal
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date01/10/2004
  • Base currencyUSD
  • ISIN LU0757427546

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management0.90%

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