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Lazard Credit Fi IC H-CHF

Ranked 2 out of 5 in - Absolute Return Other over 12 months
All calculations are in CHF unless stated

Managed by

François Lavier

François Lavier, CFA, analyst and lead portfolio manager of Objectif Crédit Fi and Objectif Capital Fi, joined Lazard Frères Gestion in 2008. As an analyst, François is in charge of the European financial sector, banks and insurance companies and specialises in financial debt. He previously worked at the OFI Group as the head of the Credit Analysis desk from 2004 to 2008, head of Internal Control from 2002 to 2003 and head of Risk Management for proprietary trading from 1998 to 2001. He holds a Master's degree in Accounting Control and Audit from the Institut National des Techniques Economiques et Comptables in Paris and is a CFA Charterholder.

Objective

The management objective aims to achieve, on a minimum investment horizon of 3 years, a higher performance net of fees of that of the reference index. To attain this objective, the strategy will rely on an active management of the portfolio mainly invested in subordinated securities (this type of debt is more risky than Senior Unsecured or Securitized debts), or any securities, not considered as common stocks, issued by European financial institutions.

Showing fund performance in Switzerland View performance globally

Performance

Absolute Return Other over : 30/11/2017 - 30/11/2018
  • Rank 2/5 Total Return
  • Rank 3/5 Standard Deviation
  • Rank 2/5 Max Drawdown
Fund Name Currency Return
1 Vontobel Fund - Value Bond B CHF

-2.5%

2 Lazard Credit Fi IC H-CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-5.3%

3 BSF Multi-Manager Alt Strat D2 CHF Hgd

Currency exposure is hedged

Currency exposure is hedged

CHF

-5.9%

4 SWC (LU) BF Global Absolute Return AAH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-8.1%

5 BSF Style Advantage D2 CHF Hgd

Currency exposure is hedged

Currency exposure is hedged

CHF

-8.2%

Fund Name Currency Risk
1 Vontobel Fund - Value Bond B CHF

1.4

2 SWC (LU) BF Global Absolute Return AAH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

3.0

3 Lazard Credit Fi IC H-CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

3.6

4 BSF Multi-Manager Alt Strat D2 CHF Hgd

Currency exposure is hedged

Currency exposure is hedged

CHF

3.8

5 BSF Style Advantage D2 CHF Hgd

Currency exposure is hedged

Currency exposure is hedged

CHF

4.4

Fund Name Currency Loss
1 Vontobel Fund - Value Bond B CHF

-2.7%

2 Lazard Credit Fi IC H-CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-6.6%

3 BSF Multi-Manager Alt Strat D2 CHF Hgd

Currency exposure is hedged

Currency exposure is hedged

CHF

-6.7%

4 SWC (LU) BF Global Absolute Return AAH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-8.1%

5 BSF Style Advantage D2 CHF Hgd

Currency exposure is hedged

Currency exposure is hedged

CHF

-9.8%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0% -2.6% 0.9%
2017 2.8% 1.5% 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Switzerland

Fund Info

  • Launch date20/03/2017
  • Share Class size00Mn
  • Base currencyCHF
  • ISIN FR0013236791
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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