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Vontobel Fund - High Yield Bond AMH USD hdg

Ranked 11 out of 30 in - Global High Yield over 12 months
All calculations are in USD unless stated

Managed by

Stefan Chappot

Stefan Chappot is a portfolio manager at Vontobel Asset Management based in Zurich. He joined the firm in 2012 and prior to this he was a credit research analyst at Claridien Leuhe and a credit analyst and portfolio manager at Pemba Credit Advisers. Stefan deals in high yield bonds, using active and high conviction strategies. He graduated from the University of Zurich with an MA in Finance.

Objective

The fund aims to achieve the best possible investment returns by primarily concentrating on the corporate bond segment with a rating between BB+ and CCC-, without any restrictions on maturity.

Showing fund performance in Taiwan View performance globally

Performance

Global High Yield over : 30/09/2017 - 30/09/2018
  • Rank 11/30 Total Return
  • Rank 13/30 Standard Deviation
  • Rank 4/30 Max Drawdown
Fund Name Currency Return
9 BGF Global High Yield Bond A3 USD USD

1.6%

10 PIMCO GIS Global High Yield Bond E USD Inc

Currency exposure is hedged

Currency exposure is hedged

USD

1.2%

11 Vontobel Fund - High Yield Bond AMH USD hdg

Currency exposure is hedged

Currency exposure is hedged

USD

1.2%

12 HSBC GIF Global High Yield Bond AM 2 USD USD

1.1%

13 Schroder ISF Global High Yield A Acc USD

1.0%

Fund Name Currency Risk
11 PIMCO GIS Global High Yield Bond E USD Inc

Currency exposure is hedged

Currency exposure is hedged

USD

2.2

12 BGF Global High Yield Bond A3 USD USD

2.3

13 Vontobel Fund - High Yield Bond AMH USD hdg

Currency exposure is hedged

Currency exposure is hedged

USD

2.3

14 HSBC GIF Global High Yield Bond AM 2 USD USD

2.4

15 T Rowe Global High Yield Bond Z USD USD

2.4

Fund Name Currency Loss
2 UBAM Global High Yield Solution AC USD USD

-1.1%

3 FSITC Global High Yield Bond Fund A Acc (USD) USD

-1.3%

4 Vontobel Fund - High Yield Bond AMH USD hdg

Currency exposure is hedged

Currency exposure is hedged

USD

-1.3%

5 NN (L) Global High Yield X D(M) U Hiii

Currency exposure is hedged

Currency exposure is hedged

USD

-1.5%

5 Allianz Global Multi-Asset Credit -IT-USD USD

-1.5%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0% -0.2% 1.2%
2017 5.9% 1.0% 1.6% 2.1% 1.1%
2016 8.4% 0.3% 2.5% 3.4% 1.9%
2015 -3.7% 2.8% -1.1% -4.5% -0.8%
2014 -1.7% -1.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. Luxembourg
  3. Singapore
  4. Switzerland
  5. Taiwan

Fund Info

  • Launch date05/06/2014
  • Share Class size04Mn
  • Base currencyUSD
  • ISIN LU1061952005
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment0.00%

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