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Vontobel Fund - EUR Corporate Bond Mid Yield C hdg

Ranked 9 out of 30 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 : 31/03/2017 - 31/03/2018
  • Rank 9/30 Total Return
  • Rank 19/30 Standard Deviation
  • Rank 11/30 Max Drawdown
Fund Name Currency Return
7 BlueBay Investment Grade Bond I CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.7%

8 R Euro Credit P CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.1%

9 Vontobel Fund - EUR Corporate Bond Mid Yield C hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

1.8%

10 Deutsche Invest I Euro Corporate Bonds CHF FCH

Currency exposure is hedged

Currency exposure is hedged

CHF

1.7%

11 Robeco Euro Sustainable Credit IH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

1.6%

Fund Name Currency Risk
17 PARVEST Sustainable Bond Euro Corp Cl H CHF Cap

Currency exposure is hedged

Currency exposure is hedged

CHF

1.8

17 Pictet-EUR Corporate Bonds-HI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

1.8

19 BlueBay Investment Grade Bond I CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

1.9

19 Vontobel Fund - EUR Corporate Bond Mid Yield C hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

1.9

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

1.9

Fund Name Currency Loss
9 SLI Glo SICAV Europ Corp Bd Sust&Rpn Inv BH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.3%

10 SLI Glo SICAV European Corporate Bond AH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.3%

11 Vontobel Fund - EUR Corporate Bond Mid Yield C hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.3%

12 Pictet-EUR Corporate Bonds-HI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.3%

13 UBAM Corporate Euro Bond AHC CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.4%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.8%
2017 3.0% 0.4% 1.1% 0.9% 0.6%
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 size87Mn
  • Base currencyCHF
  • ISIN LU0863290267
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.10%
  • Initial investment1.1

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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).