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Pictet-EUR Short Term Corporate Bonds-HI CHF

Ranked 2 out of 5 in - Euro Corporates Short Term over 12 months
All calculations are in CHF unless stated

Managed by

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

The Compartment mainly invests in a diversified portfolio of bonds and other corporate debt instruments of investment grade, denominated in EUR or other currencies as far as these securities are generally hedged in EUR, and having a minimum rating equivalent to BBB- as defined by the rating agency Standard & Poor's or quality criteria which are deemed to be equivalent.The Compartment is actively managed by allocating its wealth to fixed income securities within a strict risk control environment.The average residual maturity of the portfolio will not exceed 3 years.

Showing fund performance in Switzerland View performance globally

Performance

Euro Corporates Short Term over : 30/11/2016 - 30/11/2017
  • Rank 2/5 Total Return
  • Rank 2/5 Standard Deviation
  • Rank 1/5 Max Drawdown
Fund Name Currency Return
1 Muzinich Enhancedyield Short-Term Hedged CHF R Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

2.4%

2 Pictet-EUR Short Term Corporate Bonds-HI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

0.7%

3 UBS (Lux) Bond S - Short Term EUR Cp(EUR)(CHFh)IXa

Currency exposure is hedged

Currency exposure is hedged

CHF

0.5%

4 Oddo Compass Euro Credit Short Duration CR CHF H

Currency exposure is hedged

Currency exposure is hedged

CHF

0.4%

5 Anaxis Short Duration S1

Currency exposure is hedged

Currency exposure is hedged

CHF

0.1%

Fund Name Currency Risk
1 Oddo Compass Euro Credit Short Duration CR CHF H

Currency exposure is hedged

Currency exposure is hedged

CHF

0.6

2 Anaxis Short Duration S1

Currency exposure is hedged

Currency exposure is hedged

CHF

0.6

2 Pictet-EUR Short Term Corporate Bonds-HI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

0.6

4 UBS (Lux) Bond S - Short Term EUR Cp(EUR)(CHFh)IXa

Currency exposure is hedged

Currency exposure is hedged

CHF

0.7

5 Muzinich Enhancedyield Short-Term Hedged CHF R Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

0.9

Fund Name Currency Loss
1 Pictet-EUR Short Term Corporate Bonds-HI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.2%

2 Oddo Compass Euro Credit Short Duration CR CHF H

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.3%

3 UBS (Lux) Bond S - Short Term EUR Cp(EUR)(CHFh)IXa

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.3%

4 Muzinich Enhancedyield Short-Term Hedged CHF R Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.3%

5 Anaxis Short Duration S1

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.4%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.1% 0.1% 0.3%
2016 0.8% 0.3% 0.5% 0.1% -0.1%
2015 -0.6% 0.5% -0.8% -0.8% 0.5%
2014 2.3% 0.6% 0.8% 0.8% 0.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date25/11/2013
  • Share Class size237Mn
  • Base currencyCHF
  • ISIN LU0954603139
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.25%

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