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Vontobel Fund - EUR Corporate Bond Mid Yield C hdg

Ranked 11 out of 22 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 : 31/03/2016 - 31/03/2017
  • Rank 11/22 Total Return
  • Rank 13/22 Standard Deviation
  • Rank 16/22 Max Drawdown
Fund Name Currency Return
9 Henderson HF Euro Corporate Bond A2 CHFH

Currency exposure is hedged

Currency exposure is hedged

CHF

2.4%

10 Swiss Life Funds (LUX) Bd Euro Corp CHF hdgd R Cap

Currency exposure is hedged

Currency exposure is hedged

CHF

2.4%

11 Vontobel Fund - EUR Corporate Bond Mid Yield C hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

2.2%

12 Robeco Euro Credit Bonds DH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.1%

13 Invesco Euro Corporate Bond A Acc CHF Hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

1.9%

Fund Name Currency Risk
11 LO Funds - Euro BBB-BB Fundamental (CHF) P A

Currency exposure is hedged

Currency exposure is hedged

CHF

3.1

12 UBAM Corporate Euro Bond AHC CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

3.1

13 Vontobel Fund - EUR Corporate Bond Mid Yield C hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

3.1

14 Pictet-EUR Corporate Bonds-HI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

3.2

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

Currency exposure is hedged

Currency exposure is hedged

CHF

3.2

Fund Name Currency Loss
14 UBAM Corporate Euro Bond AHC CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.5%

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

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.6%

16 Vontobel Fund - EUR Corporate Bond Mid Yield C hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.6%

17 Pictet-EUR Corporate Bonds-HI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.6%

18 Pictet-EUR Corporate Bonds Ex Financial-HI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.8%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 0.4%
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. France
  3. Germany
  4. Italy
  5. Liechtenstein
  6. Luxembourg
  7. Singapore
  8. Switzerland
  9. United Kingdom

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%

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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).