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Mirabaud-Global Strategic Bond Fund-AH Cap CHF

Ranked 15 out of 29 in - Global Flexible over 12 months
All calculations are in CHF unless stated

Managed by

Andrew Lake

Andrew Lake, Head of Fixed Income, is the lead manager of Mirabaud - Global High Yield Bonds, the co-lead manager of Mirabaud - Global Strategic Bond fund and manages a team of five in charge of fixed income. He has experience in the asset management industry since 1998 and prior to joining Mirabaud Asset Management in 2013, Andrew was head of high yield portfolio management at Aviva Investors. He has managed high yield funds at Merrill Lynch Investment Managers where he was responsible for high yield in London and F&C Investments where he co-managed the institutional high yield product. He has a history degree from the University of York, an MBA from the Booth School of Business at the University of Chicago and is a qualified barrister. Colchester born, he is currently based in London and outside of work enjoys skiing, tennis and shooting.

Fatima Luis

Fatima Luis is a portfolio manager and analyst at Mirabaud Asset Management. Fatima joined Mirabaud in 2013 after leaving F&C Asset Management, where she worked as the lead manager on several of the company’s bond portfolios.

Objective

The objective of the Sub-Fund is to seek an attractive total return through a high level of current income and long-term appreciation. The Sub-Fund aims to seek out the best investment opportunities across the business cycle within the global fixed income universe. The Sub-Fund will adopt an active asset allocation approach and will invest across a broad range of fixed income instruments and debt securities denominated in any currency, issued by sovereign or corporate issuers worldwide, regardless of their credit rating and of the overall portfolio duration.

Showing fund performance in Switzerland View performance globally

Performance

Global Flexible over : 31/10/2016 - 31/10/2017
  • Rank 15/29 Total Return
  • Rank 11/29 Standard Deviation
  • Rank 9/29 Max Drawdown
Fund Name Currency Return
13 BGF Fixed Income Gbl Opportunities D2 CHF Hedged

Currency exposure is hedged

Currency exposure is hedged

CHF

2.5%

14 Amundi Fds Bond Global Aggregate - IHC (C)

Currency exposure is hedged

Currency exposure is hedged

CHF

2.2%

15 Mirabaud-Global Strategic Bond Fund-AH Cap CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.1%

16 GAM Multibond - Diversified Income Bd-CHF A CHF

1.6%

17 Jupiter JGF Dynamic Bond L CHF Q Inc H

Currency exposure is hedged

Currency exposure is hedged

CHF

1.1%

Fund Name Currency Risk
9 Schroder ISF Strategic Bond CHF Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

1.8

10 Morgan Stanley Global Fixed Income Opps ZH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

1.8

11 Mirabaud-Global Strategic Bond Fund-AH Cap CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

1.9

12 AB SICAV I-Diversified Yield Plus Pf A2 CHF H

Currency exposure is hedged

Currency exposure is hedged

CHF

1.9

13 Vontobel Fd TwentyFour Strat Income Fd HI CHF CHF

2.1

Fund Name Currency Loss
7 EdR Fund Bond Allocation A CHF Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.9%

8 Schroder ISF Strategic Bond CHF Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.0%

9 Mirabaud-Global Strategic Bond Fund-AH Cap CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.2%

9 Kames Strategic Global Bond A Acc CHF Hedged

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.2%

11 Morgan Stanley Global Fixed Income Opps ZH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.2%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.0% 1.1% 0.4%
2016 3.4% 1.2% 1.4% 1.4% -0.5%
2015 -2.8% 1.8% -1.3% -3.1% -0.1%
2014 2.7% 1.3% 2.2% -0.4% -0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Luxembourg
  3. Switzerland

Fund Info

  • Launch date01/10/2013
  • Share Class size48Mn
  • Base currencyCHF
  • ISIN LU0963986970
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.20%

Related News

Mirabaud’s Luis: why we avoid all types of European bonds

Global bond specialist Fatima Luis says the ECB influence has distorted euro-denominated debt beyond any attractive entry points.

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