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Nordea 1 - European High Yield Bond HBI CHF

Ranked 5 out of 15 in - Europe High Yield over 12 months
All calculations are in CHF unless stated

Managed by

Sandro Naef

Sandro Naef was born in Uster, Switzerland in 1966. He graduated from ITR Rapperswil with a BSc in computer science and graduated from Carnegie Mellon University with an MBA in finance. Sandro started his career with Credit Suisse in 1994 and joined Nordea in 1999. He has been a fund manager at Capital Four since 2007 where he also manages funds on behalf of Nordea. He has been managing funds for over ten years and outside of work he enjoys tennis, golf, skiing and sailing.

Henrik Østergaard

Henrik Østergaard was born in Denmark in 1970. He graduated from the Copenhagen Business School with a MSc in finance. Henrik started his career in 1994 at Unibank Markets where he was a senior salesperson, and in 1997 he joined Handelsbanken where he worked in sales and trading. He joined Nordea Investment Management in 1999 where he was a portfolio manager, and joined Capital Four Management in 2007 where he currently takes charge of a number of funds on behalf of Nordea. Henrik has been running funds for over 11 years and is a Chartered Financial Analyst.

Torben Magaard Skødeberg

Torben Magaard Skødeberg was born in Haderslev, Denmark in 1972. He graduated from Copenhagen Business School with an MSc in mathematics and economics. He started his career in 1998 at Nordea Treasury where he was a credit analyst, and in 2000 he joined SEB Asset Management where he was responsible for risk management. Torben joined Nordea Investment Management in 2001 where he was a portfolio manager and in 2007 he became one of the founders of Capital Four Management where he is currently a portfolio manager. Torben has been managing funds for over ten years and is a Chartered Financial Analyst. Outside of fund management he enjoys football, running and windsurfing.

Objective

This Subfund shall invest a minimum of two-thirds of its Total Assets in High Yield Bonds, credit default swaps and other Debt Securities, including Contingent Convertible Bonds, issued by/on companies which are domiciled or exercise the predominant part of their economic activity in Europe. In addition to the above, this Subfund may invest in other Transferable Securities.

Showing fund performance in Switzerland View performance globally

Performance

Europe High Yield over : 31/07/2017 - 31/07/2018
  • Rank 5/15 Total Return
  • Rank 9/15 Standard Deviation
  • Rank 7/15 Max Drawdown
Fund Name Currency Return
3 Janus Henderson HF Euro HiYld Bond A2 HCHF

Currency exposure is hedged

Currency exposure is hedged

CHF

1.2%

4 BlueBay High Yield Bond R CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

1.1%

5 Nordea 1 - European High Yield Bond HBI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

0.8%

6 Threadneedle Eupn High Yld Bd Inst Gr Acc Hdg CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

0.6%

7 Eurizon Fund Bond High Yield Z7 CHF

0.5%

Fund Name Currency Risk
7 NN (L) European High Yield I Cap CHF Hii

Currency exposure is hedged

Currency exposure is hedged

CHF

2.5

8 Oaktree (Lux) Fds-Oaktree European Hi Yld BdHCHFB

Currency exposure is hedged

Currency exposure is hedged

CHF

2.6

9 Nordea 1 - European High Yield Bond HBI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.6

10 Robeco European High Yield Bonds FH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.6

11 Fidelity Funds - European Hi Yld Y-ACC-CHF H

Currency exposure is hedged

Currency exposure is hedged

CHF

2.6

Fund Name Currency Loss
5 Threadneedle Eupn High Yld Bd Inst Gr Acc Hdg CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.1%

6 Robeco European High Yield Bonds FH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.2%

7 Nordea 1 - European High Yield Bond HBI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.4%

8 NN (L) European High Yield I Cap CHF Hii

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.9%

9 M&G European High Yield Bond CHF A-H Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.0%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9% -1.1%
2017 6.4% 2.0% 2.3% 1.4% 0.6%
2016 7.3% 1.0% 0.5% 3.6% 2.0%
2015 2.5% 2.2% -0.6% -1.0% 1.9%
2014 5.6% 3.0% 2.1% -0.8% 1.1%
2013 11.2% 1.8% 0.4% 4.9% 3.7%
2012 6.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Germany
  4. Luxembourg
  5. Singapore
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date05/07/2012
  • Share Class size44Mn
  • Base currencyEUR
  • ISIN LU0772948302
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment75,000
  • Min. regular additional investment0

Charges

  • Annual management0.50%

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Citywire A-rated Henrik Østergaard Pedersen has focused his €3.1bn HY fund on avoiding the worst performers amid yield rush.

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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).