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Pictet - Global Sustainable Credit HP CHF

Ranked 28 out of 30 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.

Justine Vroman

Objective

This Compartment invests mainly in a diversified portfolio of bonds and other debt securities (including convertible bonds) issued by private companies across any sector. The investment process integrates an analysis of environmental, social and corporate governance (ESG) factors, using appropriate information sources, to define the investment universe and evaluate companies. The Compartment may invest in any country, including emerging countries. Investments may be denominated in USD or EUR or in other currencies as long as the securities are generally hedged in USD.

Showing fund performance in Switzerland View performance globally

Performance

Euro Corporates over : 30/06/2017 - 30/06/2018
  • Rank 28/30 Total Return
  • Rank 23/30 Standard Deviation
  • Rank 24/30 Max Drawdown
Fund Name Currency Return
26 Invesco Euro Corporate Bond A Acc CHF Hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.9%

27 Carthesio Ratio Total Return Credit Fund CHF-C

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.7%

28 Pictet - Global Sustainable Credit HP CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.9%

29 Popso IFS Global Corporate Bond CHF Bh

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.1%

30 CIC CH High Yields Bond CHF Primus B CHF

-2.9%

Fund Name Currency Risk
21 BlueBay Investment Grade Bond I CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.0

22 LO Funds - Euro BBB-BB Fundamental (CHF) P A

Currency exposure is hedged

Currency exposure is hedged

CHF

2.0

23 Pictet - Global Sustainable Credit HP CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.0

24 Vontobel Fund - EUR Corporate Bond Mid Yield C hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

2.1

25 Nordea 1 - European Financial Debt HBI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

3.7

Fund Name Currency Loss
22 CIC CH High Yields Bond CHF Primus B CHF

-3.1%

23 Popso IFS Global Corporate Bond CHF Bh

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.4%

24 Pictet - Global Sustainable Credit HP CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.7%

25 GAM Institutional - Euro Corporate Bond B2 CHF

-4.2%

26 Nordea 1 - European Financial Debt HBI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-4.2%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2017 0.4% -0.4% -0.2% 0.8% 0.2%
2016 3.6% 3.1% 1.2% 1.3% -2.0%
2015 -3.0% 0.8% -3.6% -1.5% 1.2%
2014 7.8% 2.1% 2.4% 1.7% 1.4%
2013 0.7% 0.3% -1.0% 1.0% 0.4%
2012 9.1% 4.0% -0.6% 3.2% 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date01/12/2011
  • Share Class size06Mn
  • Base currencyCHF
  • ISIN LU0503631045
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.80%
  • Initial investment0.8

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