Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

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

Ranked 14 out of 31 in - Euro Corporates over 12 months
All calculations are in CHF unless stated

Managed by

Martine Wehlen-Bodé

Martine Wehlen-Bodé leads the euro corporate strategy team at UBS Asset Management. She is responsible for the strategy and management of euro investment grade credit portfolios as well as for the corporate allocation of euro aggregate mandates. After graduating from university in 1994, Wehlen-Bodé completed an 18-month trainee programme in fixed income investments at UBS Luxembourg. From there she went on to become a fixed income portfolio manager and now has experience of managing various fixed income risk classes, from government to high yield.

Objective

The investment fund invests mainly in euro-denominated corporate bonds from issuers with high credit ratings (classified as Investment Grade by the established rating agencies). The fund manager combines various carefully selected issuers and securities with different terms with the objective of exploiting interesting earnings opportunities and in doing so keeping the level of risk under control.

Showing fund performance in Switzerland View performance globally

Performance

Euro Corporates over : 30/11/2017 - 30/11/2018
  • Rank 14/31 Total Return
  • Rank 8/31 Standard Deviation
  • Rank 14/31 Max Drawdown
Fund Name Currency Return
12 M&G (Lux) Euro Corporate Bond A-H Acc CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.2%

13 Pictet-EUR Corporate Bonds-HI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.3%

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

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.4%

15 PARVEST Sustainable Bond Euro Corp Cl H CHF Cap

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.7%

16 R-Co Euro Credit P CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.7%

Fund Name Currency Risk
6 SLI Glo SICAV Europ Corp Bd Sust&Rpn B Acc CHFH

Currency exposure is hedged

Currency exposure is hedged

CHF

1.1

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

Currency exposure is hedged

Currency exposure is hedged

CHF

1.1

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

Currency exposure is hedged

Currency exposure is hedged

CHF

1.1

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

Currency exposure is hedged

Currency exposure is hedged

CHF

1.1

10 PARVEST Sustainable Bond Euro Corp Cl H CHF Cap

Currency exposure is hedged

Currency exposure is hedged

CHF

1.2

Fund Name Currency Loss
12 M&G (Lux) Euro Corporate Bond A-H Acc CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.2%

13 Pictet-EUR Corporate Bonds-HI CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.3%

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

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.4%

15 PARVEST Sustainable Bond Euro Corp Cl H CHF Cap

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.7%

16 R-Co Euro Credit P CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.7%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9% -0.7% -0.2%
2017 1.3% -0.1% 0.2% 0.8% 0.4%
2016 4.2% 2.4% 1.4% 1.9% -1.6%
2015 -2.7% 1.3% -3.4% -1.5% 0.9%
2014 6.4% 1.9% 2.0% 1.4% 1.0%
2013 1.4% 0.2% -0.8% 1.1% 0.9%
2012 4.0% 2.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Italy
  9. Liechtenstein
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Singapore
  14. Spain
  15. Sweden
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date21/05/2012
  • Share Class size05Mn
  • Base currencyCHF
  • ISIN LU0776291147
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0.001
  • Min. regular additional investment0

Charges

  • Annual management0.91%
  • Initial investment2.00%

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