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UBS (Lux) Bond S - EUR Corporates (EUR)(USDh) P-md

Ranked 15 out of 16 in - Euro Corporates over 12 months
All calculations are in USD unless stated

Managed by

Martine Wehlen-Bodé

Martine Wehlen-Bodé leads the euro corporate strategy team at UBS Asset Management. She is responsible for the strategy and management of euro investment grade credit portfolios as well as for the corporate allocation of euro aggregate mandates. After graduating from university in 1994, Wehlen-Bodé completed an 18-month trainee programme in fixed income investments at UBS Luxembourg. From there she went on to become a fixed income portfolio manager and now has experience of managing various fixed income risk classes, from government to high yield.

Objective

The investment fund invests mainly in euro-denominated corporate bonds from issuers with high credit ratings (classified as Investment Grade by the established rating agencies). The fund manager combines various carefully selected issuers and securities with different terms with the objective of exploiting interesting earnings opportunities and in doing so keeping the level of risk under control.

Showing fund performance in Singapore View performance globally

Performance

Euro Corporates over : 31/03/2017 - 31/03/2018
  • Rank 15/16 Total Return
  • Rank 8/16 Standard Deviation
  • Rank 9/16 Max Drawdown
Fund Name Currency Return
12 LO Funds - Euro BBB-BB Fundamental (USD) P D

Currency exposure is hedged

Currency exposure is hedged

USD

3.7%

13 Carthesio Ratio Total Return Credit Fund USD-C USD

3.0%

14 Amundi Funds II Euro Corporate Bond A ND Hdg USD

Currency exposure is hedged

Currency exposure is hedged

USD

2.9%

15 UBS (Lux) Bond S - EUR Corporates (EUR)(USDh) P-md

Currency exposure is hedged

Currency exposure is hedged

USD

2.9%

16 Pictet - Global Sustainable Credit P USD USD

1.7%

Fund Name Currency Risk
6 T Rowe Euro Corporate Bond IH USD

Currency exposure is hedged

Currency exposure is hedged

USD

1.7

7 Pictet-EUR Corporate Bonds-HI USD

Currency exposure is hedged

Currency exposure is hedged

USD

1.7

8 UBS (Lux) Bond S - EUR Corporates (EUR)(USDh) P-md

Currency exposure is hedged

Currency exposure is hedged

USD

1.7

9 BlueBay Investment Grade Bond B USD (Perf)

Currency exposure is hedged

Currency exposure is hedged

USD

1.8

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

1.8

Fund Name Currency Loss
7 Vontobel Fund - EUR Corp. Bd Mid Yield HI hgd USD

Currency exposure is hedged

Currency exposure is hedged

USD

-0.4%

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

-0.4%

9 UBS (Lux) Bond S - EUR Corporates (EUR)(USDh) P-md

Currency exposure is hedged

Currency exposure is hedged

USD

-0.5%

10 Amundi Funds II Euro Corporate Bond A ND Hdg USD

Currency exposure is hedged

Currency exposure is hedged

USD

-0.5%

11 Carthesio Ratio Total Return Credit Fund USD-C USD

-1.0%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 3.8% 0.5% 0.8% 1.4% 1.1%
2016 6.1% 2.6% 1.9% 2.5% -1.0%
2015 -1.5% 1.7% -3.0% -1.2% 1.2%
2014 2.1% 1.4% 1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. Luxembourg
  3. Singapore
  4. Switzerland

Fund Info

  • Launch date20/02/2014
  • Share Class size03Mn
  • Base currencyUSD
  • ISIN LU1031037465
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0.001
  • Min. regular additional investment0

Charges

  • Annual management0.91%
  • Initial investment6

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