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UBS (Lux) Bond S - EUR Corporates (EUR)(CHFh) P-a

Ranked 27 out of 30 in - Euro Corporates over 12 months
All calculations are in CHF unless stated

Managed by

Martine Wehlen-Bodé

Martine Wehlen-Bodé leads the euro corporate strategy team at UBS Asset Management. She is responsible for the strategy and management of euro investment grade credit portfolios as well as for the corporate allocation of euro aggregate mandates. After graduating from university in 1994, Wehlen-Bodé completed an 18-month trainee programme in fixed income investments at UBS Luxembourg. From there she went on to become a fixed income portfolio manager and now has experience of managing various fixed income risk classes, from government to high yield.

Objective

The investment fund invests mainly in euro-denominated corporate bonds from issuers with high credit ratings (classified as Investment Grade by the established rating agencies). The fund manager combines various carefully selected issuers and securities with different terms with the objective of exploiting interesting earnings opportunities and in doing so keeping the level of risk under control.

Showing fund performance in Switzerland View performance globally

Performance

Euro Corporates over : 31/01/2017 - 31/01/2018
  • Rank 27/30 Total Return
  • Rank 19/30 Standard Deviation
  • Rank 25/30 Max Drawdown
Fund Name Currency Return
25 SLI Glo SICAV European Corporate Bond AH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

1.9%

26 Popso IFS Global Corporate Bond CHF Bh

Currency exposure is hedged

Currency exposure is hedged

CHF

1.7%

27 UBS (Lux) Bond S - EUR Corporates (EUR)(CHFh) P-a

Currency exposure is hedged

Currency exposure is hedged

CHF

1.7%

28 EdR Investment Grade Credit B-CHF H

Currency exposure is hedged

Currency exposure is hedged

CHF

1.4%

29 Pictet - Global Sustainable Credit HI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

0.5%

Fund Name Currency Risk
17 M&G European Corporate Bond CHF A-H Acc CHF

2.0

17 Focused SICAV - Corporate Bond EUR (CHF hgd) F-acc

Currency exposure is hedged

Currency exposure is hedged

CHF

2.0

19 Pictet-EUR Corporate Bonds-HI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.1

19 UBS (Lux) Bond S - EUR Corporates (EUR)(CHFh) P-a

Currency exposure is hedged

Currency exposure is hedged

CHF

2.1

21 UBAM Corporate Euro Bond AHC CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.1

21 Robeco Euro Sustainable Credit IH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.1

Fund Name Currency Loss
23 UBAM Corporate Euro Bond AHC CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.0%

24 EdR Investment Grade Credit B-CHF H

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.0%

25 UBS (Lux) Bond S - EUR Corporates (EUR)(CHFh) P-a

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.0%

26 SWC (CH) Pension BF Plus EUR AST CHF

-1.3%

27 Capital Group Euro Corporate Bond (LUX) C CHF CHF

-1.4%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 1.3% -0.1% 0.2% 0.8% 0.4%
2016 4.2% 2.4% 1.4% 1.9% -1.6%
2015 -2.7% 1.3% -3.4% -1.5% 0.9%
2014 6.4% 1.9% 2.0% 1.4% 1.0%
2013 1.4% 0.2% -0.8% 1.1% 0.9%
2012 4.0% 2.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Italy
  9. Liechtenstein
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Singapore
  14. Spain
  15. Sweden
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date21/05/2012
  • Share Class size07Mn
  • Base currencyCHF
  • ISIN LU0776291147
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0.001
  • Min. regular additional investment0

Charges

  • Annual management0.91%
  • Initial investment1

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