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Vontobel Fund - EUR Corporate Bond Mid Yield C hdg

Ranked 9 out of 24 in - Euro Corporates over 12 months
All calculations are in CHF unless stated

Managed by

Mondher Bettaieb

Mondher Bettaieb holds a BSc in Business Administration from Columbia College as well as a Masters of Business Administration from Colorado State University. Since June 2010, Mondher has run the Vontobel Fund - Euro Corporate Bond Mid Yield and uses an Active investment style. Before joining Vontobel, Mondher was a credit strategist at AXA Investment Managers and has also worked at Swisscanto, Winterthur Asset Management and Rothschild Asset Management. Based in Zurich, Mondher enjoys tennis in his spare time.

Objective

The fund is an actively managed corporate bond fund. It aims to exceed average Investment Grade returns in EUR by focusing on the Lower Investment Grade segment of the European corporate universe. Investment decisions are based on top down and bottom up fundamental analysis, by evaluating economies, industry environments, issuers and their capital structures.

Showing fund performance in Switzerland View performance globally

Performance

Euro Corporates over : 30/09/2016 - 30/09/2017
  • Rank 9/24 Total Return
  • Rank 17/24 Standard Deviation
  • Rank 14/24 Max Drawdown
Fund Name Currency Return
7 Schroder ISF EURO Corporate Bond CHF Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

2.1%

8 BlueBay Investment Grade Bond I CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.0%

9 Vontobel Fund - EUR Corporate Bond Mid Yield C hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

1.2%

10 LO Funds - Euro BBB-BB Fundamental (CHF) P A

Currency exposure is hedged

Currency exposure is hedged

CHF

1.1%

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

1.1%

Fund Name Currency Risk
15 UBS (Lux) Bond S - EUR Corporates (EUR)(CHFh) P-a

Currency exposure is hedged

Currency exposure is hedged

CHF

2.6

16 Pictet-EUR Corporate Bonds Ex Financial-HI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.7

17 Vontobel Fund - EUR Corporate Bond Mid Yield C hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

2.7

18 Schroder ISF EURO Corporate Bond CHF Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

2.8

19 Pictet-EUR Corporate Bonds-HI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.8

Fund Name Currency Loss
12 Schroder ISF EURO Corporate Bond CHF Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.0%

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

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.1%

14 Vontobel Fund - EUR Corporate Bond Mid Yield C hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.2%

15 Henderson HF Euro Corporate Bond A2 CHFH

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.2%

16 UBAM Corporate Euro Bond AHC CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.2%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.4% 1.1% 0.9%
2016 3.2% 1.4% 1.0% 2.0% -1.2%
2015 -0.9% 2.7% -3.6% -0.9% 1.1%
2014 8.7% 2.4% 2.7% 1.6% 1.7%
2013 -0.7% 2.1% 2.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Italy
  4. Liechtenstein
  5. Luxembourg
  6. Singapore
  7. Switzerland

Fund Info

  • Launch date16/01/2013
  • Share Class size90Mn
  • Base currencyCHF
  • ISIN LU0863290267
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.10%

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Vontobel AM poaches corporates specialist from rival group

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VIDEO: Vontobel AM's Mondher Bettaieb discusses how the Chinese crisis will affect the global bond market with words of caution for US investors. 

Vontobel names star manager as corporate bonds head

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Bring on the beta: credit star’s top three cyclical bets

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