Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

PPF - Credit Opportunities Fund B

Ranked 116 out of 122 in - Swiss Franc over 12 months
All calculations are in CHF unless stated

Managed by

Patrick Brühwiler

Patrick Brühwiler manages the PMG Global Biotech fund and is co-fund Manager of the Credit Opportunities fund. He is head of portfolio management at PMG Fonds Management and also a permanent member of various investment committees. He has more than 20 years of professional experience in the financial industry. Brühwiler gained experience in various major Swiss banks in areas such as such as fixed income trading and stock analysis (pharmaceutical, medical and biotechnology), fund research and fund management, and holds a bachelor's degree in business economics.

Maurice Pedergnana

Maurice Pedergnana manages the Credit Opportunities fund at Zugerberg Finanz, and is an expert on macroeconomics and strategic investment management. He is head of the Investment Committee and chief economist at the group, teaches banking and finance at the university in Luzern, and has published several articles and books on economics and entrepreneurial issues and their consequences for investments.

Danilo Zanetti

Danilo Zanetti is the head of research and analysis at Zugerberger Finanz. He is an expert on credit analysis, risk processes as well as risk monitoring and structured fixed income products. Previously he was head of trading and treasury structured products at Zürcher Kantonalbank. He has 16 years of investment experience and holds the Dr. oec. publ. title from Zurich university.

Objective

The Fund invests primarily in fixed-or variable-income securities, including all types of fixed or variable-rate bonds which are issued by businesses, communities and states, and money market instruments and money market investments. Up to 20% of the Fund's assets may be invested in convertible bonds. It is intended to invest at least 51% of net assets in Assets denominated in Swiss francs.

Showing fund performance in Switzerland View performance globally

Performance

Swiss Franc over : 30/06/2017 - 30/06/2018
  • Rank 116/122 Total Return
  • Rank 119/122 Standard Deviation
  • Rank 120/122 Max Drawdown
Fund Name Currency Loss
118 TURICUM Obligationen Welt CHF

-3.4%

119 LO Selection The Global Fixed Income Opp SH CHF PA

Currency exposure is hedged

Currency exposure is hedged

CHF

-4.3%

120 PPF - Credit Opportunities Fund B CHF

-4.3%

121 UBS Global Solutions - Global Bonds CHF F-acc CHF

-4.3%

122 ZIF Obligationen CHF 15+ A1 CHF

-5.6%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0% -3.1%
2017 6.1% 1.7% 2.0% 1.5% 0.7%
2016 9.6% 1.0% 2.9% 3.5% 1.9%
2015 -2.0% 1.8% -1.0% -2.9% 0.2%
2014 6.8% 2.5% 1.8% 0.6% 1.7%
2013 4.4% 1.9% -0.7% 1.4% 1.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Luxembourg
  3. Switzerland

Fund Info

  • Launch date02/11/2012
  • Share Class size235Mn
  • Base currencyCHF
  • ISIN LU0810289230

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.50%

Related News

Zugerberg Finanz strengthens PM team

Independent asset manager reinforces four-strong unit with new hire.

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