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OYSTER Euro Fixed Income I CHF HP

Ranked 13 out of 28 in - Euro over 12 months
All calculations are in CHF unless stated

Managed by

Adrien Pichoud

Adrien Pichoud is a portfolio manager and chief economist at SYZ Asset Management based in Geneva. He joined the firm in 2010 and prior to this he was an economist with Global Equities SA. Adrien deals in Euro and US Dollar bonds, using flexible and relative-value strategies. He graduated from IAE and the University of Sussex with a degree in Economics & Finance and outside of fund management lists skiing among his interests.

Fabrizio Quirighetti

Fabrizio Quirighetti is CIO and Co-Head of Multi-Asset at SYZ Asset Management. He is responsible for the macroeconomic analysis and asset allocation strategy for SYZ Asset Management. He also manages Multi-Asset and Fixed Income portfolios with a proven track-record, among them Absolute Return strategies implemented since 2003. Fabrizio holds an MBA in econometrics and a degree in quantitative economics. He started his career with SYZ group in 2002 and worked as a consultant for Artprice between 1997 and 2001. He is a founding and board member of the Investment Strategists Association of Geneva (ISAG) and external member of the Tactical Allocation Committee for the Swiss Public Pension Fund.

Objective

The fund's objective is to take advantage of the performance of bonds issued in Euro by public or private companies/ issuers. The unhedged exposure of the Sub-fund to other currencies cannot exceed 25 %.

Showing fund performance in Switzerland View performance globally

Performance

Euro over : 31/10/2017 - 31/10/2018
  • Rank 13/28 Total Return
  • Rank 16/28 Standard Deviation
  • Rank 10/28 Max Drawdown
Fund Name Currency Return
11 Wells Fargo (Lux) WW EUR Invest Grd Cred I H D CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.0%

12 OnCapital SICAV-Fixed Income B CHF h

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.3%

13 OYSTER Euro Fixed Income I CHF HP

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.5%

14 KEOX Yield PLUS CHF -R CHF

-2.6%

15 CSIMF Bonds EUR ZA CHF

-2.7%

Fund Name Currency Risk
14 PIMCO GIS Euro Bond Inst CHF Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

1.9

15 PrivilEdge - Franklin Flex Euro Aggr Bd SH CHF MD

Currency exposure is hedged

Currency exposure is hedged

CHF

1.9

16 OYSTER Euro Fixed Income I CHF HP

Currency exposure is hedged

Currency exposure is hedged

CHF

1.9

17 Capital Group Euro Bond (LUX) Ch CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

1.9

18 Mirova Euro Green and Sustainable Bond Fund NAHC

Currency exposure is hedged

Currency exposure is hedged

CHF

2.0

Fund Name Currency Loss
8 Threadneedle (Lux)-European Social Bond IFH

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.1%

9 OnCapital SICAV-Fixed Income B CHF h

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.3%

10 OYSTER Euro Fixed Income I CHF HP

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.5%

11 KEOX Yield PLUS CHF -R CHF

-2.6%

11 BlueBay Inv Grade Euro Aggregate Bd B CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.6%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.3% -1.1% 0.1%
2017 0.7% 0.3% 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Switzerland

Fund Info

  • Launch date03/02/2017
  • Share Class size02Mn
  • Base currencyCHF
  • ISIN LU1516340525
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.55%

Related News

SYZ AM names new co-lead on two bond funds

Swiss group promotes member of strategy committee to chief economist post and also co-manager on two fixed income portfolios.

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