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Capital Group Global Bond (LUX) C CHF

Ranked 51 out of 123 in - Global over 12 months
All calculations are in CHF unless stated

Managed by

Mark Brett

Mark A. Brett is a fixed-income portfolio manager at Capital Group. As a fixed-income investment analyst, he covers currency research. He has 36 years of investment experience and has been with Capital Group for 21 years. Prior to joining Capital, Mark was an economist and strategist with Barclays de Zoete Wedd (formerly de Zoete and Bevan) in London. In addition, he was a director of BZW Capital Markets Ltd. and a member of the London Stock Exchange. Currently, he is a member of the CFA Institute U.K. and is a fellow of the Chartered Institute for Securities and Investment. Mark is based in London.

Thomas Hogh

Thomas Høgh is a fixed-income portfolio manager at Capital Group. He has 28 years of investment experience and has been with Capital Group for 24 years. Earlier in his career, as a fixed-income investment analyst at Capital, Thomas covered Yankee bonds, as well as various non-U.S. bond markets. Prior to joining Capital, Thomas held a number of positions at Privatbanken (now Nordea). He holds an MBA in finance, international business and management from Columbia Business School. He also holds a master’s degree in international economics and a bachelor’s degree in economics, both from the University of Copenhagen, Denmark. Thomas is based in London.

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

To provide, over the long term, a high level of total return consistent with prudent investment management. The Fund invests primarily in Investment Grade Bonds of governmental, supranational and corporate issuers from around the world, denominated in various currencies. These are usually listed or traded on other Regulated Markets.

Showing fund performance in Switzerland View performance globally

Performance

Global over : 31/01/2017 - 31/01/2018
  • Rank 51/123 Total Return
  • Rank 105/123 Standard Deviation
  • Rank 107/123 Max Drawdown
Fund Name Currency Return
49 UBS (CH) MSF - Bonds Global XT3 B CHF

1.6%

50 CB - Accent (Lux) Erasmus Bond Fund CHF A hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

1.6%

51 Capital Group Global Bond (LUX) C CHF CHF

1.6%

52 Quaero Capital Funds Yield Opportunities C CHF Dis

Currency exposure is hedged

Currency exposure is hedged

CHF

1.5%

53 Piguet Global Fund International Bond CHF C Cap CHF

1.5%

Fund Name Currency Loss
105 Templeton Global Bond A (acc) CHF-H1

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.9%

106 JSS Institutional Fd Bonds Foreign Currencies CHF

-3.9%

107 Capital Group Global Bond (LUX) C CHF CHF

-4.0%

108 GAM Star Cat Bond CHF Acc CHF

-4.0%

108 Pictet CH Inst-Foreign Bonds-P dy CHF CHF

-4.0%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 2.7% 0.8% -1.8% 3.0% 0.7%
2016 2.9% 1.6% 3.6% 0.8% -2.9%
2015 -2.2% -3.0% -6.3% 6.2% 1.4%
2014 12.9% 1.4% 3.0% 4.8% 3.1%
2013 -5.5% 1.8% -4.1% -1.6% -1.6%
2012 2.1% -2.9% 6.0% 2.4% -3.1%
2011 7.0% 0.0% -4.5% 7.3% 4.5%
2010 -5.3% 2.6% 0.9% -2.7% -6.0%
2009 3.9% 1.9% -0.1% 2.8% -0.7%
2008 -2.7% -4.8% -1.2% 3.7% -0.4%
2007 1.1% 1.0% -0.6% 1.6% -0.8%
2006 -1.4% -1.5% -3.7% 4.2% -0.3%
2005 8.1% 1.9% 5.9% -0.2% 0.4%
2004 2.2% 4.3% -4.4% 3.0% -0.5%
2003 5.3% 1.3% 5.6% -0.5% -1.0%
2002 0.2% -0.1% -1.5% 2.2% -0.5%
2001 2.1% 3.7% 2.3% -3.3% -0.5%
2000 -0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Hong Kong
  4. Korea
  5. Luxembourg
  6. Singapore
  7. Switzerland
  8. United Kingdom

Fund Info

  • Launch date02/08/2000
  • Base currencyCHF
  • ISIN LU0152885827

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.00%

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