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Vontobel Fund - EUR Corp. Bd Mid Yield HI hgd USD

Ranked 7 out of 16 in - Euro Corporates over 12 months
All calculations are in USD unless stated

Managed by

Mondher Bettaieb

Mondher Bettaieb holds a BSc in Business Administration from Columbia College as well as a Masters of Business Administration from Colorado State University. Since June 2010, Mondher has run the Vontobel Fund - Euro Corporate Bond Mid Yield and uses an Active investment style. Before joining Vontobel, Mondher was a credit strategist at AXA Investment Managers and has also worked at Swisscanto, Winterthur Asset Management and Rothschild Asset Management. Based in Zurich, Mondher enjoys tennis in his spare time.

Objective

The fund is an actively managed corporate bond fund. It aims to exceed average Investment Grade returns in EUR by focusing on the Lower Investment Grade segment of the European corporate universe. Investment decisions are based on top down and bottom up fundamental analysis, by evaluating economies, industry environments, issuers and their capital structures.

Showing fund performance in Singapore View performance globally

Performance

Euro Corporates over : 31/03/2017 - 31/03/2018
  • Rank 7/16 Total Return
  • Rank 11/16 Standard Deviation
  • Rank 7/16 Max Drawdown
Fund Name Currency Return
5 BlueBay Investment Grade Bond B USD (Perf)

Currency exposure is hedged

Currency exposure is hedged

USD

5.8%

6 Nordea 1 - European Cross Credit HAI USD

Currency exposure is hedged

Currency exposure is hedged

USD

5.0%

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

Currency exposure is hedged

Currency exposure is hedged

USD

4.7%

8 T Rowe Euro Corporate Bond IH USD

Currency exposure is hedged

Currency exposure is hedged

USD

4.3%

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

4.0%

Fund Name Currency Risk
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

11 Vontobel Fund - EUR Corp. Bd Mid Yield HI hgd USD

Currency exposure is hedged

Currency exposure is hedged

USD

1.9

12 Pictet - Global Sustainable Credit P USD USD

2.1

13 Nordea 1 - European Financial Debt HBI USD

Currency exposure is hedged

Currency exposure is hedged

USD

3.5

Fund Name Currency Loss
5 Nordea 1 - European Cross Credit HAI USD

Currency exposure is hedged

Currency exposure is hedged

USD

-0.3%

6 LO Funds - Euro BBB-BB Fundamental (USD) P D

Currency exposure is hedged

Currency exposure is hedged

USD

-0.3%

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%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.0%
2017 5.9% 1.1% 1.8% 1.7% 1.2%
2016 5.5% 1.9% 1.5% 2.7% -0.7%
2015 1.1% 3.3% -3.2% -0.4% 1.6%
2014 1.8% 2.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Italy
  4. Luxembourg
  5. Singapore
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date10/04/2014
  • Share Class size23Mn
  • Base currencyUSD
  • ISIN LU1054314221
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.55%
  • Initial investment0.55

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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).