Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

SWC (LU) BF Emerging Markets Absol. Return ATH EUR

Ranked 27 out of 85 in - Bond Strategies over 12 months
All calculations are in EUR unless stated

Managed by

Blaise Roduit

Blaise Roduit was born in the French-speaking part of Switzerland in 1979. He started his career at the Treasury Department of Holcim in Zurich in 2003. In 2005 he joined Swisscanto Asset Management in Zurich where he developed his career from junior to senior portfolio manager in the fixed income department. In 2014 he took over the function of Head Absolute Return. Blaise now heads the Solutions Fixed Income Team at Zürcher Kantonalbank (ZKB) which manages Absolute Return, Total Return, Convertible and Emerging Markets bond funds. Blaise Roduit holds a Master in Economics (lic. sc. éco.) from the University of Lausanne (HEC) and a Master of Advanced Studies in Finance from the ETHZ/University of Zurich. He is as well a Certified International Investment Analyst (CIIA). Blaise spends his spare time playing tennis, soccer and skiing.

Objective

The investment objective is to achieve a regular, positive absolute return in all market situations, while at the same time diversifying risk. The fund invests worldwide at least 51% of its total assets in variable- and fixed-income securities issued by states and companies from the emerging markets, of all ratings, maturities and currencies

Showing fund performance in Chile View performance globally

Performance

Bond Strategies over : 31/12/2016 - 31/12/2017
  • Rank 27/85 Total Return
  • Rank 37/85 Standard Deviation
  • Rank 23/85 Max Drawdown
Fund Name Currency Return
25 PVE Credit Value A EUR EUR

2.9%

26 BNY Mellon Global Credit EUR H Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

2.8%

27 SWC (LU) BF Emerging Markets Absol. Return ATH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.7%

28 GAM Multibond - Absolute Return Emerging Bd-EUR A

Currency exposure is hedged

Currency exposure is hedged

EUR

2.7%

29 La Francaise Multistrategies Obligataires I

Currency exposure is hedged

Currency exposure is hedged

EUR

2.6%

Fund Name Currency Risk
35 GAM Multibond - Absolute Return Emerging Bd-EUR A

Currency exposure is hedged

Currency exposure is hedged

EUR

1.2

36 XAIA Credit Basis II (I) EUR

1.2

37 SWC (LU) BF Emerging Markets Absol. Return ATH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.2

37 Ascensio II Absolute Return Bond Fund EUR

1.2

39 Danske Invest Neutral Kasvu EUR

1.3

Fund Name Currency Loss
22 XAIA Credit Debt Capital (I) EUR

-0.3%

23 BSF Fixed Income Strat A2 EUR EUR

-0.4%

23 SWC (LU) BF Emerging Markets Absol. Return ATH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.4%

23 BSF Global Absolute Return Bond A2 EUR EUR

-0.4%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 2.7% 1.7% 0.5% 0.8% -0.2%
2016 3.9% -0.8% 2.5% 2.7% -0.5%
2015 -1.3% 1.5% 0.1% -3.2% 0.3%
2014 1.5% -0.1% -1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Liechtenstein
  4. Luxembourg
  5. Switzerland

Fund Info

  • Launch date27/03/2014
  • Share Class size01Mn
  • Base currencyEUR
  • ISIN LU0957591570
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.01%
  • Initial investment0.011

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