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Mirabaud - US Short Term Credit AH Cap CHF

Ranked 5 out of 9 in - US Dollar Short Term 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.

Objective

The Sub-Fund aims to provide a return of capital growth and income by seeking out the best investment opportunities across within the US short term fixed income universe. The Sub-Fund will primarily invest (directly or indirectly through derivatives such as futures, interest rates swaps and CDS for protection purposes) in short term fixed income instruments and debt securities of US corporate as well as sovereign issuers denominated in USD.

Showing fund performance in Switzerland View performance globally

Performance

US Dollar Short Term over : 31/10/2016 - 31/10/2017
  • Rank 5/9 Total Return
  • Rank 9/9 Standard Deviation
  • Rank 5/9 Max Drawdown
Fund Name Currency Return
3 UBS (Lux) Bond S - ST USD Corp (USD)(CHFh) I-X-a

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.2%

4 AXA WF US Credit Short Duration IG I C CHF Hedged

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.3%

5 Mirabaud - US Short Term Credit AH Cap CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.6%

6 UBAM Dynamic US Dollar Bond AHC CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.8%

7 Lord Abbett Short Duration Income A CHF Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.9%

Fund Name Currency Risk
5 Lord Abbett Short Duration Income A CHF Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

0.8

6 UBS (Lux) Bond S - Short Duration HY(USD)(CHFh) Pa

Currency exposure is hedged

Currency exposure is hedged

CHF

0.8

7 PrivilEdge Baird US Short Duration Bond SH CHF ND CHF

0.8

8 Muzinich Short Duration High Yield Hdg CHF Acc R

Currency exposure is hedged

Currency exposure is hedged

CHF

0.9

9 Mirabaud - US Short Term Credit AH Cap CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

1.0

Fund Name Currency Loss
3 UBS (Lux) Bond S - ST USD Corp (USD)(CHFh) I-X-a

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.6%

4 AXA WF US Credit Short Duration IG I C CHF Hedged

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.6%

5 Mirabaud - US Short Term Credit AH Cap CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.7%

6 UBAM Dynamic US Dollar Bond AHC CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.8%

7 Lord Abbett Short Duration Income A CHF Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.9%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.1% 0.1% -0.2%
2016 1.6% 1.4% 0.6% 0.3% -0.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Switzerland

Fund Info

  • Launch date27/10/2015
  • Share Class size02Mn
  • Base currencyCHF
  • ISIN LU1308308623
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.80%
  • Initial investment0

Related News

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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).