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UBAM Absolute Return Low Vol Fixed Income APHC CHF

Ranked 6 out of 35 in - Global Flexible over 12 months
All calculations are in CHF unless stated

Managed by

Philippe Gräub

Christel Rendu de Lint

Christel Rendu de Lint works at Union Bancaire Pivee as the head of fixed income. Christel has 20 years’ experience in economy and investments and is a specialist of developed bond markets. She has worked at the IMF and for the UK Treasury. She speaks French and English.

Objective

The Fund seeks to grow your capital and generate income primarily by investing in any kind of bonds, money market instruments, fixed income and currency derivatives. The Fund may invest up to 40 % of its nets assets in transferable securities of emerging countries or 50 % of its nets assets in high yield products. The Fund is allowed to invest without limits in currencies other than its base currency (EUR). The sub-fund is allowed to invest without limits in currencies other than its base currency (EUR). These investments will be hedged so that the currency risk is limited to 30% of the nets assets of sub-fund.

Showing fund performance in Switzerland View performance globally

Performance

Global Flexible over : 30/11/2017 - 30/11/2018
  • Rank 6/35 Total Return
  • Rank 1/35 Standard Deviation
  • Rank 2/35 Max Drawdown
Fund Name Currency Return
4 UBS (Lux) Bond S - Cur Diversifier (USD)(CHF) P-a CHF

-1.5%

5 Nordea 1 - Flexible Fixed Income HBI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.1%

6 UBAM Absolute Return Low Vol Fixed Income APHC CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.2%

7 AXA WF Global Strategic Bonds I C CHF H

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.4%

8 Morgan Stanley Global Fixed Income Opps ZH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.5%

Fund Name Currency Risk
1 UBAM Absolute Return Low Vol Fixed Income APHC CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

0.5

2 TCW Funds - MetWest Unconstrained Bond Fund ICHC

Currency exposure is hedged

Currency exposure is hedged

CHF

0.8

3 New Capital Global Dynamic A CHF

0.9

4 AXA WF Global Strategic Bonds I C CHF H

Currency exposure is hedged

Currency exposure is hedged

CHF

1.0

5 Nordea 1 - Flexible Fixed Income HBI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

1.0

Fund Name Currency Loss
1 Nordea 1 - Flexible Fixed Income HBI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.1%

2 UBAM Absolute Return Low Vol Fixed Income APHC CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.2%

3 AXA WF Global Strategic Bonds I C CHF H

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.5%

4 TCW Funds - MetWest Unconstrained Bond Fund ICHC

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.6%

5 Flossbach von Storch - Bond Opportunities IT CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.1%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.7% -0.7% -0.2%
2017 -0.2% -0.1% 0.0% 0.0% -0.1%
2016 0.1% -0.3% 0.2% 0.3% -0.1%
2015 -1.2% 0.2% -0.8% -0.7% 0.1%
2014 0.7% 0.3% 0.2% 0.2% 0.0%
2013 0.4% 0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Singapore
  3. Switzerland

Fund Info

  • Launch date20/06/2013
  • Share Class size01Mn
  • Base currencyCHF
  • ISIN LU0940720690
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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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).