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Pictet-EUR Corporate Bonds Ex Financial-HI CHF

Ranked 28 out of 29 in - Euro Corporates over 12 months
All calculations are in CHF unless stated

Managed by

Mathieu Magnin

Frédéric Salmon

Frédéric Salmon was born in France in 1968. He graduated from the University of Paris XIII with a master's degree in management and also undertook advanced studies in finance at the University of Paris II. Frédéric started his career as a financial engineer for Banque Postale Asset Management in 1993. He became a money market portfolio manager in 1996 and a credit and convertible portfolio manager in 1998. He joined IXIS Asset Management in 2002 and was the head of credit. After three years, he became a senior credit portfolio manager. In 2006, Frédéric joined Pictet Asset Management where he is currently the head of investment grade credit. He has been managing funds for over 18 years and his investment process involves a dynamic and blended approach. He is a member of SFAF (French Society of Financial Analysts). Outside of fund management he enjoys skiing with his family and cycling, and his interests include history, sociology and philosophy.

Objective

The fund's objective is to invest mainly in EUR-denominated fixed income instruments issued by investment-grade non-financial corporations. Performance is achieved through thorough analysis of our dedicated credit team within a rigorous risk control framework. The base currency is the EUR; currency-hedged share classes in CHF and USD are also available.

Showing fund performance in Switzerland View performance globally

Performance

Euro Corporates over : 30/11/2016 - 30/11/2017
  • Rank 28/29 Total Return
  • Rank 24/29 Standard Deviation
  • Rank 21/29 Max Drawdown
Fund Name Currency Return
25 UBS (Lux) Bond S - EUR Corporates (EUR)(CHFh) P-a

Currency exposure is hedged

Currency exposure is hedged

CHF

2.4%

26 SLI Glo SICAV European Corporate Bond AH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.2%

27 Edmond de Rothschild Fund-Euro IG Corp Bnds B CHFH

Currency exposure is hedged

Currency exposure is hedged

CHF

2.0%

28 Pictet-EUR Corporate Bonds Ex Financial-HI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

1.9%

29 CIC CH High Yields Bond CHF Primus B CHF

0.3%

Fund Name Currency Risk
22 UBAM Corporate Euro Bond AHC CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.2

23 BlueBay Investment Grade Bond I CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.2

24 Pictet-EUR Corporate Bonds Ex Financial-HI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.3

25 Nordea 1 - European Financial Debt HBI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.5

26 Edmond de Rothschild Financial Bonds I CHF (H)

Currency exposure is hedged

Currency exposure is hedged

CHF

2.6

Fund Name Currency Loss
19 UBAM Corporate Euro Bond AHC CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.7%

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

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.7%

21 PARVEST Sustainable Bond Euro Corp Cl H CHF Cap

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.7%

21 Pictet-EUR Corporate Bonds Ex Financial-HI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.7%

23 SLI Glo SICAV Europ Corp Bd Sust&Rpn Inv BH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.8%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 -0.3% -0.1% 0.9%
2016 4.1% 3.2% 1.3% 1.4% -1.9%
2015 -2.6% 0.9% -3.5% -1.4% 1.3%
2014 8.2% 2.2% 2.5% 1.8% 1.5%
2013 1.1% 0.4% -0.9% 1.1% 0.5%
2012 9.5% 4.1% -0.5% 3.3% 2.3%
2011 1.5% -0.9% 1.2% -0.2% 1.4%
2010 1.8% -1.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Cyprus
  3. Finland
  4. France
  5. Germany
  6. Greece
  7. Italy
  8. Liechtenstein
  9. Luxembourg
  10. Netherlands
  11. Portugal
  12. Singapore
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date28/06/2010
  • Share Class size12Mn
  • Base currencyCHF
  • ISIN LU0503630740
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.40%

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