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Henderson HF Euro Corporate Bond A2 CHFH

Ranked 17 out of 30 in - Euro Corporates over 12 months
All calculations are in CHF unless stated

Managed by

Tom Ross

Norwegian Thomas Ross currently runs the fund Henderson Credit Alpha fund. He describes his investment style as fundamental and invests in his own strategies and uses derivatives obtaining a turnover between a 35-50%. Thomas graduated from Universtity with a degree in biology and holds the Investment Management Certificate and the CFA designation. Away from fund managements his interests are rugby and skiing among others.

Tim Winstone

Objective

The investment objective of the Euro Corporate Bond Fund is to provide a total return in excess of that generated by the iBoxx Euro Corporates Index by investing primarily in Euro denominated investment grade corporate bonds and other fixed and floating rate securities. The Fund may make use of a variety of instruments / strategies in order to achieve the Fund's objective including, but not limited to, forward rate notes, forward foreign exchange contracts (including non-deliverable forwards), interest rate futures, bond futures and OTC swaps such as interest rate swaps, credit default swaps and credit default swaps on indices.

Showing fund performance in Switzerland View performance globally

Performance

Euro Corporates over : 31/10/2016 - 31/10/2017
  • Rank 17/30 Total Return
  • Rank 9/30 Standard Deviation
  • Rank 14/30 Max Drawdown
Fund Name Currency Return
15 Robeco Euro Sustainable Credit IH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.4%

16 Invesco Euro Corporate Bond A Acc CHF Hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

2.3%

17 Henderson HF Euro Corporate Bond A2 CHFH

Currency exposure is hedged

Currency exposure is hedged

CHF

2.2%

18 Robeco Euro Credit Bonds DH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.2%

19 BGF Euro Corporate Bond A2 CHF Hgd

Currency exposure is hedged

Currency exposure is hedged

CHF

2.1%

Fund Name Currency Risk
7 Edmond de Rothschild Fund-Euro IG Corp Bnds B CHFH

Currency exposure is hedged

Currency exposure is hedged

CHF

2.3

8 Swiss Life Funds (LUX) Bd Euro Corp CHF hdgd R Cap

Currency exposure is hedged

Currency exposure is hedged

CHF

2.3

9 Henderson HF Euro Corporate Bond A2 CHFH

Currency exposure is hedged

Currency exposure is hedged

CHF

2.4

10 SLI Glo SICAV European Corporate Bond AH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.4

11 LO Funds - Euro BBB-BB Fundamental (CHF) P A

Currency exposure is hedged

Currency exposure is hedged

CHF

2.4

Fund Name Currency Loss
12 CIC CH High Yields Bond CHF Primus B CHF

-1.3%

12 Popso IFS Global Corporate Bond CHF Bh

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.3%

14 Henderson HF Euro Corporate Bond A2 CHFH

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.3%

14 Swiss Life Funds (LUX) Bd Euro Corp CHF hdgd R Cap

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.3%

16 SLI Glo SICAV European Corporate Bond AH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.3%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.2% 0.7% 1.0%
2016 3.6% 1.3% 1.4% 2.4% -1.6%
2015 -2.5% 1.8% -3.8% -1.4% 0.9%
2014 7.4% 2.2% 2.7% 0.9% 1.3%
2013 2.5% 0.5% -0.9% 1.7% 1.3%
2012 0.5% 5.0% 4.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Ireland
  9. Isle of Man
  10. Italy
  11. Luxembourg
  12. Netherlands
  13. Norway
  14. Spain
  15. Sweden
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date16/03/2012
  • Share Class size12Mn
  • Base currencyCHF
  • ISIN LU0642280647
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management0.75%

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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).