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Flossbach von Storch - Bond Opportunities IT CHF

Ranked 10 out of 35 in - Global Flexible over 12 months
All calculations are in CHF unless stated

Managed by

Frank Lipowski

Frank Lipowski works at Flossbach von Storch AG where he runs bond strategies with a macro and fundamental investment style. Prior to joining Flossbach, he worked for a year at Partners Group AG (2007-2008) and for four years at Lupus alpha Asset Management GmbH from 2003. Frank studied finance at the Frankfurt School of Finance and Management and at the University of Colorado. He was born in Hadamar in Germany and is currently based in Cologne.

Objective

The sub-funds assets are mainly invested internationally in fixed-interest securities and money market instruments. It invests in fixed-interest securities (including corporate bonds), money market instruments, all types of bond, units of investment funds (target funds), fixedterm deposits, certificates, other structured products (e.g. reverse convertible bonds, option bonds, convertible bonds) and cash. The target funds include diversified (mixed) funds, together with funds investing in bonds, convertible bonds, participation certificates and money-market funds. However, no more than 10% of the sub-funds assets may be invested in target funds.

Showing fund performance in Switzerland View performance globally

Performance

Global Flexible over : 30/06/2017 - 30/06/2018
  • Rank 10/35 Total Return
  • Rank 13/35 Standard Deviation
  • Rank 5/35 Max Drawdown
Fund Name Currency Return
8 Edmond de Rothschild Fund Bd Allocation A CHFH Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.3%

9 Amundi Fds Bond Global Aggregate - IHC (C)

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.5%

10 Flossbach von Storch - Bond Opportunities IT CHF CHF

-0.6%

11 Nordea 1 - Flexible Fixed Income HBI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.8%

12 Vontobel Fund - Bd Global Aggregate H hed CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.9%

Fund Name Currency Risk
11 PIMCO GIS Income E (Hdg) CHF Acc (13678)

Currency exposure is hedged

Currency exposure is hedged

CHF

1.5

12 Kames Strategic Global Bond A Acc CHF Hedged

Currency exposure is hedged

Currency exposure is hedged

CHF

1.6

13 Amundi Funds II Strategic Income A No Dis Hdg CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

1.7

13 Flossbach von Storch - Bond Opportunities IT CHF CHF

1.7

15 Morgan Stanley Global Fixed Income Opps ZH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

1.8

Fund Name Currency Loss
3 TCW Funds - MetWest Unconstrained Bond Fund ICHC

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.6%

4 UBAM Unconstrained Bond APHC CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.8%

5 Flossbach von Storch - Bond Opportunities IT CHF CHF

-2.0%

6 Edmond de Rothschild Fund Bd Allocation A CHFH Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.1%

7 Morgan Stanley Global Fixed Income Opps ZH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.2%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.6% -0.1%
2017 4.3% 1.9% 1.2% 0.6% 0.5%
2016 9.4% 2.9% 3.2% 3.9% -0.8%
2015 1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Luxembourg
  4. Switzerland

Fund Info

  • Launch date14/07/2015
  • Share Class size42Mn
  • Base currencyCHF
  • ISIN LU1245471724

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

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