Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Muzinich Global Tactical Credit Hdg CHF Inc Fndr

Ranked 3 out of 9 in - Absolute Return USD over 12 months
All calculations are in CHF unless stated

Managed by

Michael McEachern

Objective

The Fund seeks to generate consistent attractive returns on a risk-adjusted basis over a 3 to 5 year period through investments in high yield (i.e. sub-investment grade) corporate bonds and/or investment grade corporate bonds issued by US, European and emerging market issuers (flexible allocation between high yield and investment grade, and among various geographies). The Investment Manager will primarily invest in fixed and/or floating rate corporate bonds (normally less than 40% of the Net Asset Value of the Fund will be invested in emerging market issuers), which are listed and/or traded on a Recognised Exchange.

Showing fund performance in Switzerland View performance globally

Performance

Absolute Return USD over : 31/05/2017 - 31/05/2018
  • Rank 3/9 Total Return
  • Rank 5/9 Standard Deviation
  • Rank 4/9 Max Drawdown
Fund Name Currency Return
1 PIMCO GIS Unconstrained Bond Inst CHF Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.2%

2 JPM Global Strategic Bond A (perf) Acc CHF Hgd

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.5%

3 Muzinich Global Tactical Credit Hdg CHF Inc Fndr

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.8%

4 BNY Mellon Global Dynamic Bond W CHF Acc Hedged

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.8%

5 Rubrics Global Fixed Income UCITS H CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.8%

Fund Name Currency Risk
3 PIMCO GIS Unconstrained Bond Inst CHF Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

1.1

4 Pictet-Absolute Return Fixed Income-HP CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

1.3

5 Muzinich Global Tactical Credit Hdg CHF Inc Fndr

Currency exposure is hedged

Currency exposure is hedged

CHF

1.5

6 JPM Global Strategic Bond A (perf) Acc CHF Hgd

Currency exposure is hedged

Currency exposure is hedged

CHF

1.5

7 CS (Lux) Absolute Return Bond Fund IBH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

3.1

Fund Name Currency Loss
2 BNY Mellon Global Dynamic Bond W CHF Acc Hedged

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.0%

3 JPM Global Strategic Bond A (perf) Acc CHF Hgd

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.2%

4 Muzinich Global Tactical Credit Hdg CHF Inc Fndr

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.8%

5 Rubrics Global Fixed Income UCITS H CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.8%

6 Pictet-Absolute Return Fixed Income-HP CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.4%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.5%
2017 2.3% 0.6% 0.9% 0.8% -0.1%
2016 4.7% 2.3% 1.6% 1.4% -0.7%
2015 0.0% 1.3% -0.8% -0.5% 0.0%
2014 3.1% 1.7% 1.7% -0.6% 0.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Ireland
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date13/11/2013
  • Share Class size15Mn
  • Base currencyCHF
  • ISIN IE00BF5S8R62
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment100Mn
  • Min. regular additional investment0

Charges

  • Annual management0.35%

Related News

Thesis’ Richards ‘between a rock and a hard place’ on investing cash

Steven Richards is finding it difficult to get excited about market valuations but is looking to deploy his cash pile in Q2.

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