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R Euro Credit P CHF

Ranked 14 out of 31 in - Euro Corporates over 12 months
All calculations are in CHF unless stated

Managed by

Emmanuel Petit

Emmanuel Petit is head of fixed-income management and a senior corporate bonds portfolio manager at Rothschild Asset Management, where he has worked since 2006. Before joining Rothschild Asset Management, Petit was in charge of the performance attribution and AIMR-GIPS certification at HSBC Asset Management and then from 2001 to 2006 he became a credit analyst within the same company. He holds a Master's degree in corporate finance from the Paris II University and is member of the SFAF (French Society of Financial Analysts).

Objective

The fund aims to outperform the Markit iBoxx Corporates Index over the recommended investment horizon. The allocation on the yield curve and the credit exposure is made on a discretionary basis, and its exposure depends on the anticipation of the Management Company regarding the evolution of interest rates and interest rate spreads between the securities. and those issued by private issuers. The fund's portfolio is made up of at least 90% of euro-denominated interest rate securities.

Showing fund performance in Switzerland View performance globally

Performance

Euro Corporates over : 31/08/2017 - 31/08/2018
  • Rank 14/31 Total Return
  • Rank 24/31 Standard Deviation
  • Rank 14/31 Max Drawdown
Fund Name Currency Return
12 UBAM Corporate Euro Bond AHC CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.9%

13 SLI Glo SICAV European Corporate Bond A Acc CHF H

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.0%

14 Pictet-EUR Corporate Bonds-HI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.1%

14 R Euro Credit P CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.1%

16 GAM Institutional - Euro Corporate Bond B2 CHF

-1.3%

Fund Name Currency Risk
23 Vontobel Fund - EUR Corporate Bond Mid Yield C hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

1.9

24 R Euro Credit P CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.0

25 Nordea 1 - European Financial Debt HBI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

3.8

26 Edmond de Rothschild Financial Bonds I CHF (H)

Currency exposure is hedged

Currency exposure is hedged

CHF

4.4

Fund Name Currency Loss
12 Swiss Life Funds (LUX) Bd Euro Corp CHF hdgd R Cap

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.2%

13 Pictet-EUR Corporate Bonds-HI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.2%

14 R Euro Credit P CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.3%

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

-2.3%

16 Manavest-Obligations Corporates Euro CHF IC CHF

-2.5%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.3% -1.4%
2017 4.2% 1.7% 1.3% 0.9% 0.3%
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
  3. United Kingdom

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 investment2.00%

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