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Carmignac Pfl Unconstrained Glbl Bd A CHF acc Hdg

Ranked 21 out of 33 in - Global Flexible over 12 months
All calculations are in CHF unless stated

Managed by

Charles Zerah

Charles Zerah began his career as a fixed income portfolio manager at AXA IM in 1995, and started running emerging debt funds a year later. He joined Crédit Lyonnais AM in 1999 as a Senior Manager for the emerging bond market asset class. Following the merger of CLAM with CA-AM, Charles Zerah joined the international bond management team led by Bruno Crastes in London, where he was responsible for the overall of emerging bond markets management. Charles took over the management of Carmignac Global Bond in March 2010, and was appointed as co-manager of the newly launched Carmignac Emerging Patrimoine, a balanced emerging market fund investing across equity, fixed income and currency markets in the emerging space. Charles is responsible for the bond & currency portion of the Fund, which includes local currency as well as hard currency emerging debt. Born in 1973, Charles Zerah holds a Master’s degree in Banking and Finance and a DESS postgraduate diploma in Finance with a major in Financial Markets, from the University of Paris II Panthéon Assas.

Objective

This Sub Fund invests mainly in international bonds directly or indirectly through the UCITS or other UCIs that it holds.The objective of the SubFund is to outperform the JP Morgan Global Government Bond Index (JNUCGBIG), calculated with coupons reinvested, over a recommended minimum investment period of two years.

Showing fund performance in Switzerland View performance globally

Performance

Global Flexible over : 31/05/2017 - 31/05/2018
  • Rank 21/33 Total Return
  • Rank 27/33 Standard Deviation
  • Rank 20/33 Max Drawdown
Fund Name Currency Return
19 PIMCO GIS Diversified Income Inst CHF Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.7%

20 Kames Strategic Global Bond A Acc CHF Hedged

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.8%

21 Carmignac Pfl Unconstrained Glbl Bd A CHF acc Hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.0%

22 New Capital Global Dynamic A CHF

-2.1%

23 Pharus SICAV - Target E CHF Cap

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.5%

Fund Name Currency Risk
25 M&G Global Macro Bond CHF A-H Acc CHF

2.9

26 Legg Mason WA Global Multi Strat Pr Acc Hgd CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

3.0

27 Carmignac Pfl Unconstrained Glbl Bd A CHF acc Hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

3.2

28 Schroder ISF Strategic Bond CHF Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

3.3

29 UBS (Lux) Bond S - Global Dynamic (USD)(CHFh) P-a

Currency exposure is hedged

Currency exposure is hedged

CHF

5.2

Fund Name Currency Loss
18 AB SICAV I-Diversified Yield Plus Pf A2 CHF H

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.0%

19 PIMCO GIS Diversified Income Inst CHF Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.1%

20 Carmignac Pfl Unconstrained Glbl Bd A CHF acc Hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.2%

21 T Rowe Dynamic Global Bond Qh CHF Cap

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.3%

22 Jupiter JGF Dynamic Bond L CHF Q Inc H

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.5%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 1.3%
2017 -0.3% 1.7% -1.7% -0.1% -0.2%
2016 8.8% 1.2% 4.7% 1.1% 1.7%
2015 1.9% 11.2% -7.7% -0.3% -0.5%
2014 13.5% 3.5% 3.1% 3.4% 2.8%
2013 -4.2% 1.4% -4.1% -4.6% 3.3%
2012 0.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Spain
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date19/07/2012
  • Share Class size12Mn
  • Base currencyCHF
  • ISIN LU0807689822
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment1

Charges

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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).