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Capital Group Gl High Inc Opps (LUX) Bh CHF

Ranked 2 out of 37 in - Global High Yield over 12 months
All calculations are in CHF unless stated

Managed by

David Daigle

Based in New York, David Daigle brings over 18 years of investment experience to his position as a fixed-income portfolio manager at Capital Group. He is co-manager on the firm’s Global High Income Opportunities fund, and is primarily concerned with credit quality and undertaking bottom-up research to identify potentially high-yielding investments. Daigle holds an MBA from the University of Chicago, Booth School of Business and a bachelor’s degree in business administration from the University of Vermont.

Robert Neithart

Robert Neithart is a fixed-income portfolio manager at Capital Group and chairman of the Fixed Income Management Committee and of Capital Strategy Research, Inc. Neithart manages a number of bond funds for the firm and his investment responsibilities cover global multi-currency fixed income, emerging market debt and global high income portfolios. He holds a bachelor’s degree in economics from Occidental College in Los Angeles and is a CFA Charter Holder.

Objective

The fund aims to provide, over the long term, a high level of total return, of which a large component is current income. The fund invests primarily in Emerging Market government bonds and corporate High Yield bonds from around the world, denominated in USD and various national currencies (including Emerging Markets currencies). Composite benchmark: 50%BarclaysUS HY 2% Cap,20%JPM EMBI Global,20%JPM GBI-EM Global Div.,10%JPM CEMBI Broad Div

Showing fund performance in Switzerland View performance globally

Performance

Global High Yield over : 31/01/2017 - 31/01/2018
  • Rank 2/37 Total Return
  • Rank 26/37 Standard Deviation
  • Rank 11/37 Max Drawdown
Fund Name Currency Return
1 DPAM L Bonds Higher Yield B CHF Capitalisation CHF

13.6%

2 Capital Group Gl High Inc Opps (LUX) Bh CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

5.6%

3 PvB (CH) Asset-Backed Securities Fund (CHF) I CHF

5.4%

4 HSBC GIF Global High Yield Bond ZQH CHF D CHF

5.0%

5 Swiss Life Funds (LUX) Bd Gl High Yield I CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

4.5%

Fund Name Currency Risk
24 PIMCO GIS Global High Yield Bond Inst CHF Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

2.1

25 SWC (CH) Pension BF Global High Yield DT CHF CHF

2.1

26 Capital Group Gl High Inc Opps (LUX) Bh CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.1

27 Deutsche Invest I Global HY Corporates CHF XCH

Currency exposure is hedged

Currency exposure is hedged

CHF

2.2

28 Barings Developed and EmMkts HY Bd A CHF Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

2.3

Fund Name Currency Loss
9 Robeco High Yield Bonds DH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.5%

10 PIMCO GIS Global High Yield Bond Inst CHF Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.5%

11 Capital Group Gl High Inc Opps (LUX) Bh CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.6%

12 Barings Developed and EmMkts HY Bd A CHF Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.6%

13 JPM Global High Yield Bond A Acc CHF Hgd

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.6%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 6.3% 3.8% 1.2% 1.9% -0.6%
2016 13.6% 4.2% 5.3% 4.3% -0.8%
2015 -9.4% 0.5% -1.4% -6.8% -1.9%
2014 -2.4% 2.6% 3.5% -5.3% -2.9%
2013 -0.1% 1.9% -5.6% 2.0% 1.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Hong Kong
  8. Iceland
  9. Ireland
  10. Italy
  11. Korea
  12. Luxembourg
  13. Netherlands
  14. Norway
  15. Portugal
  16. Singapore
  17. Spain
  18. Sweden
  19. Switzerland
  20. United Kingdom

Fund Info

  • Launch date23/10/2012
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU0649369211
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

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