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

Ranked 90 out of 94 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 : 31/07/2017 - 31/07/2018
  • Rank 90/94 Total Return
  • Rank 78/94 Standard Deviation
  • Rank 90/94 Max Drawdown
Fund Name Currency Return
88 Legg Mason WA Macro Opportunities Bd S EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.4%

89 Goldman Sachs Glo Strat Macro Bond Pf E Acc EUR-H

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.9%

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

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.0%

91 Insight Total Return Bond S Euro Dis EUR

-5.1%

92 Prosperise Credit Value A EUR EUR

-5.7%

Fund Name Currency Risk
76 Tungsten SHY Synthetic High Yield UI - AK S EUR

3.6

77 Parvest Bond Absolute Return V700 N Cap EUR

3.7

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

Currency exposure is hedged

Currency exposure is hedged

EUR

3.9

79 Insight Total Return Bond S Euro Dis EUR

4.2

80 Janus Henderson Glo Unconstr Bd AEURacc(Hedged)

Currency exposure is hedged

Currency exposure is hedged

EUR

4.2

80 P&G Structured Credit Opportunities Fund A EUR

4.2

Fund Name Currency Loss
88 Emirates Em Market Corp Bond Abs. Return A EUR C EUR

-6.4%

89 Janus Henderson Glo Unconstr Bd AEURacc(Hedged)

Currency exposure is hedged

Currency exposure is hedged

EUR

-6.8%

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

Currency exposure is hedged

Currency exposure is hedged

EUR

-7.1%

91 Legg Mason WA Macro Opportunities Bd S EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-7.5%

92 HSBC GIF GEM Debt Total Return M1C EUR EUR

-7.9%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.2% -4.7%
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
  6. United Kingdom

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 management1.05%
  • Initial investment1.05%

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