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Objectif Credit Fi H-CHF

Ranked 6 out of 31 in - Euro Corporates over 3 months
All calculations are in CHF unless stated

Managed by

François Lavier

François Lavier, CFA, analyst and lead portfolio manager of Objectif Crédit Fi and Objectif Capital Fi, joined Lazard Frères Gestion in 2008. As an analyst, François is in charge of the European financial sector, banks and insurance companies and specialises in financial debt. He previously worked at the OFI Group as the head of the Credit Analysis desk from 2004 to 2008, head of Internal Control from 2002 to 2003 and head of Risk Management for proprietary trading from 1998 to 2001. He holds a Master's degree in Accounting Control and Audit from the Institut National des Techniques Economiques et Comptables in Paris and is a CFA Charterholder.

Objective

The fund seeks to outperform the EONIA index in the mid-term. To attain this objective, the strategy will rely on an active management of the portfolio mainly invested in subordinated securities (this type of debt is more risky than Senior Unsecured or Securitized debts), or any securities, not considered as common stocks, issued by European financial institutions.

Showing fund performance in Switzerland View performance globally

Performance

Euro Corporates over : 31/07/2017 - 31/10/2017
  • Rank 6/31 Total Return
  • Rank 27/31 Standard Deviation
  • Rank 29/31 Max Drawdown
Fund Name Currency Return
4 Edmond de Rothschild Financial Bonds I CHF (H)

Currency exposure is hedged

Currency exposure is hedged

CHF

2.4%

5 BlueBay Investment Grade Bond I CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.1%

6 Objectif Credit Fi H-CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.0%

7 Nordea 1 - European Financial Debt HBI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

1.6%

8 Schroder ISF EURO Corporate Bond CHF Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

1.6%

Fund Name Currency Risk
25 Robeco Euro Sustainable Credit IH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.6

26 Nordea 1 - European Financial Debt HBI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

3.4

27 Objectif Credit Fi H-CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

3.6

28 Edmond de Rothschild Financial Bonds I CHF (H)

Currency exposure is hedged

Currency exposure is hedged

CHF

4.1

29 GAM Institutional - Euro Corporate Bond B2 CHF

4.5

Fund Name Currency Loss
27 PARVEST Sustainable Bond Euro Corp Cl H CHF Cap

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.3%

27 UBS (Lux) Bond S - EUR Corporates (EUR)(CHFh) P-a

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.3%

29 Objectif Credit Fi H-CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.4%

30 Nordea 1 - European Financial Debt HBI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.5%

31 CIC CH High Yields Bond CHF Primus B CHF

-1.1%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Switzerland

Fund Info

  • Launch date20/03/2017
  • Share Class size01Mn
  • Base currencyCHF
  • ISIN FR0013236791
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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