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Mirabaud-Global Strategic Bond Fund-AH Cap CHF

Ranked 20 out of 31 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 : 31/01/2017 - 31/01/2018
  • Rank 20/31 Total Return
  • Rank 9/31 Standard Deviation
  • Rank 15/31 Max Drawdown
Fund Name Currency Return
18 Kames Strategic Global Bond A Acc CHF Hedged

Currency exposure is hedged

Currency exposure is hedged

CHF

1.5%

19 Nordea 1 - Flexible Fixed Income HBI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

1.3%

20 Mirabaud-Global Strategic Bond Fund-AH Cap CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

1.1%

21 Carmignac Pfl Unconstrained Glbl Bd A CHF acc Hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

1.0%

22 Vontobel Fund - Bd Global Aggregate H hed CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

0.8%

Fund Name Currency Risk
7 BGF Fixed Income Gbl Opportunities D2 CHF Hedged

Currency exposure is hedged

Currency exposure is hedged

CHF

1.2

8 Jupiter JGF Dynamic Bond L CHF Q Inc H

Currency exposure is hedged

Currency exposure is hedged

CHF

1.3

9 Mirabaud-Global Strategic Bond Fund-AH Cap CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

1.3

10 Pioneer Funds Strategic Income A No Dis Hdg CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

1.4

11 PIMCO GIS Income E (Hdg) CHF Acc (13678)

Currency exposure is hedged

Currency exposure is hedged

CHF

1.4

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

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.7%

13 Flossbach von Storch - Bond Opportunities IT CHF CHF

-0.7%

15 Mirabaud-Global Strategic Bond Fund-AH Cap CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.9%

16 PIMCO GIS Income E (Hdg) CHF Acc (13678)

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.9%

17 Nordea 1 - Flexible Fixed Income HBI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.1%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 2.1% 1.0% 1.1% 0.4% -0.5%
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 size49Mn
  • 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).