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Wellington Global Credit Plus CHF G Acc Hdg

Ranked 20 out of 31 in - Global Corporates over 12 months
All calculations are in CHF unless stated

Managed by

Louis Chabrier

Joe Ramos

Joseph A. Ramos is a senior managing director, partner and fixed income portfolio manager at Wellington Management. Ramos develops credit sector and security selection strategies for a range of client portfolios. He is also responsible for managing portfolios for central bank, sovereign wealth fund, pension fund, and mutual fund clients of the firm. Prior to joining the credit portfolio management team, he spent three years as an analyst in Wellington Management’s Fixed Income Research Group, where he was responsible for the analysis of the retail, supermarket, consumer product, energy, and technology industries. Prior to joining the firm in 1999, Ramos worked at the Federal Reserve Bank of Boston (1997 – 1999), State Street Global Advisors (1996 – 1997), and New York Life Asset Management (1993 – 1995). He received his MS in global financial analysis from Bentley College and his BS from Boston College.

Objective

The investment objective of the Portfolio is to generate long‐term total returns in excess of the Custom Barclays Capital Global Aggregate Corporate Index (the “Index”).To achieve its objective by investing primarily in a diversified portfolio of investment grade corporate debt instruments that may comprise constituents of the Index.

Showing fund performance in Switzerland View performance globally

Performance

Global Corporates over : 31/12/2016 - 31/12/2017
  • Rank 20/31 Total Return
  • Rank 6/31 Standard Deviation
  • Rank 8/31 Max Drawdown
Fund Name Currency Return
18 Robeco QI Global Multi-Factor Credits DH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

3.4%

19 Avadis Fund - Unternehmensanleihen FW E CHF

3.4%

20 Wellington Global Credit Plus CHF G Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

3.3%

21 DCI Global Inv Grade Corp Bond C CHF Ins Acc CHF

3.2%

22 UBS (CH) Inst Fd - Gl Corp Bds Pass (CHFh) II I-X

Currency exposure is hedged

Currency exposure is hedged

CHF

3.1%

Fund Name Currency Risk
4 JSS Insurance Bond Opportunities I CHF acc hgd

Currency exposure is hedged

Currency exposure is hedged

CHF

1.5

5 HSBC GIF Global Corporate Bond ZQH CHF D CHF

1.6

6 Wellington Global Credit Plus CHF G Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

1.6

7 Avadis Fund - Unternehmensanleihen FW E CHF

1.7

7 AXA WF Global Buy and Maintain I C CHF H

Currency exposure is hedged

Currency exposure is hedged

CHF

1.7

Fund Name Currency Loss
7 UBS (Lux) Bond S - Glob Corp (USD)(CHFh) I-X-a

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.3%

8 Wellington Global Credit Plus CHF G Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.3%

8 LO Funds - Global BBB-BB Fndm Syst Hdg (CHF) P A

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.3%

10 Swiss Life Funds (LUX) Bond Gl Corp CHF R Cap

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.4%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 3.3% 0.4% 1.3% 0.8% 0.8%
2016 4.5% 3.3% 2.5% 1.3% -2.6%
2015 -0.7% 2.5% -3.5% 0.4% 0.1%
2014 7.6% 2.6% 2.5% 0.4% 1.9%
2013 -0.8% -0.7% -2.6% 0.7% 1.9%
2012 2.4% 4.4% 2.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date15/02/2012
  • Share Class size140Mn
  • Base currencyCHF
  • ISIN IE00B7LTK710
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.30%
  • Initial investment0

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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).