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UBAM FCP - EM Investment Grade Corp Bond IHC (CHF)

Ranked 20 out of 25 in - Emerging Markets Global Corporates over 12 months
All calculations are in CHF unless stated

Managed by

Denis Girault

Denis Girault works at Union Bancaire Pivee as the head of Emerging Markets fixed income. Denis has over 25 years of professional experience within the investment banking and financial industry, including 15 years as emerging markets fixed income specialist. He speaks French and English.

Objective

The fund aims to provide exposure to investment grade bonds issued in emerging markets. Most of the investments will consist of non governemental bonds.

Showing fund performance in Switzerland View performance globally

Performance

Emerging Markets Global Corporates over : 31/01/2017 - 31/01/2018
  • Rank 20/25 Total Return
  • Rank 6/25 Standard Deviation
  • Rank 14/25 Max Drawdown
Fund Name Currency Return
18 UBAM EM Investment Grade Corporate Bd IHC CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.7%

19 JSS Corporate Bd Global EM P CHF acc hedged

Currency exposure is hedged

Currency exposure is hedged

CHF

2.6%

20 UBAM FCP - EM Investment Grade Corp Bond IHC (CHF)

Currency exposure is hedged

Currency exposure is hedged

CHF

2.6%

21 CS (Lux) Emerging Market Corp InvGr BdFd BH

Currency exposure is hedged

Currency exposure is hedged

CHF

1.9%

22 Muzinich EmergingMarketsShortDurationHdg CHF Acc S

Currency exposure is hedged

Currency exposure is hedged

CHF

1.3%

Fund Name Currency Risk
4 JSS Corporate Bd Global EM P CHF acc hedged

Currency exposure is hedged

Currency exposure is hedged

CHF

1.6

5 Neuberger Berman Em Mkts Corp Debt CHF I Acc CHF

1.6

6 UBAM FCP - EM Investment Grade Corp Bond IHC (CHF)

Currency exposure is hedged

Currency exposure is hedged

CHF

1.7

7 UBAM EM Investment Grade Corporate Bd IHC CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

1.7

8 JPM Emerging Markets Corporate Bond I Dis CHF Hgd

Currency exposure is hedged

Currency exposure is hedged

CHF

1.7

Fund Name Currency Loss
12 UBAM EM Investment Grade Corporate Bd IHC CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.8%

13 Deutsche Invest I Emerging Markets Corp CHF FCH

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.8%

14 Loomis Sayles Short Term Em Markets Bd Fd HIAC

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.8%

14 UBAM FCP - EM Investment Grade Corp Bond IHC (CHF)

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.8%

14 JSS Corporate Bd Global EM P CHF acc hedged

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.8%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 3.6% 2.0% 0.9% 0.9% -0.3%
2016 3.7% 2.8% 2.6% 1.4% -3.2%
2015 -1.7% 1.7% -1.2% -2.4% 0.2%
2014 7.0% 2.9% 3.7% 0.2% 0.1%
2013 -2.9% 0.1% -5.2% 0.7% 1.6%
2012 1.9% 4.9% 2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. France
  4. Germany
  5. Peru
  6. Switzerland

Fund Info

  • Launch date28/03/2012
  • Share Class size05Mn
  • Base currencyCHF
  • ISIN FR0011136324
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.50%

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