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R Euro Credit P CHF

Ranked 6 out of 30 in - Euro Corporates over 12 months
All calculations are in CHF unless stated

Managed by

Emmanuel Petit

Emmanuel Petit is head of the fixed income management team at Rothschild & Cie Gestion having joined the company in 2006. He runs corporate bond funds and institutional mandates. Previously, he was a corporate bond analyst at HSBC Asset Management. Petit gained a Master's in corporate finance and accountancy and an MA in economics from the Catholic University of Lille. He is currently based in Paris.

Objective

The Fund aims to outperform the index Markit iBoxx Corporates over a recommended investment horizon greater than 3 years. The allocation on the yield curve, as well as its credit exposure are made on a discretionary manner, and its exposure depends on the anticipations of the management company regarding interest rates and credit spreads between State securities and securities issued by private issuers. The portfolio of the fund is composed by at least 90% of rate securities denominated in Euro.

Showing fund performance in Switzerland View performance globally

Performance

Euro Corporates over : 31/10/2016 - 31/10/2017
  • Rank 6/30 Total Return
  • Rank 2/30 Standard Deviation
  • Rank 1/30 Max Drawdown
Fund Name Currency Return
4 Edmond de Rothschild Financial Bonds I CHF (H)

Currency exposure is hedged

Currency exposure is hedged

CHF

9.9%

5 GAM Institutional - Euro Corporate Bond B2 CHF

8.9%

6 R Euro Credit P CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

4.7%

7 BlueBay Investment Grade Bond I CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

4.3%

8 Schroder ISF EURO Corporate Bond CHF Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

4.1%

Fund Name Currency Risk
1 Carthesio Ratio Total Return Credit Fund CHF-C

Currency exposure is hedged

Currency exposure is hedged

CHF

1.3

2 R Euro Credit P CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

1.4

3 CIC CH High Yields Bond CHF Primus B CHF

1.5

4 M&G European Corporate Bond CHF A-H Acc CHF

2.0

5 Popso IFS Global Corporate Bond CHF Bh

Currency exposure is hedged

Currency exposure is hedged

CHF

2.1

Fund Name Currency Loss
1 R Euro Credit P CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.6%

2 M&G European Corporate Bond CHF A-H Acc CHF

-0.6%

3 Nordea 1 - European Financial Debt HBI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.7%

4 Carthesio Ratio Total Return Credit Fund CHF-C

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.7%

5 BlueBay Investment Grade Bond I CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.9%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.7% 1.3% 0.9%
2016 4.7% 1.0% 1.0% 2.0% 0.7%
2015 -1.8% 1.5% -0.8% -2.0% -0.6%
2014 0.0% 0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Switzerland

Fund Info

  • Launch date12/05/2014
  • Share Class size04Mn
  • Base currencyCHF
  • ISIN FR0011839919
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management0.45%
  • Initial investment2

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