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Candriam Bonds Global Sovereign Quality N Cap

Ranked 37 out of 53 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Nicolas Forest

Nicolas Forest has been global head of fixed income management at Candriam since 2013. His first role was as an assistant structured products manager at CDC-Ixis in 2003, before joining Candriam in 2004 as a money market fund manager. In 2008 he was appointed head of rates strategy and in 2012 head of rates & forex strategy. Nicolas has master’s degrees in economics and finance from the University of the Sorbonne in Paris, and a Bachelors degree in philosophy from the same university.

Gilles Lejeune

Gilles Lejeume started his career at Candriam in 2005 as money market fund manager and Central Bank Specialist (ECB and US Federal Reserve). In 2008 he was also appointed interest rate specialist, for the management of government bond funds. In 2012 he was appointed Rates and FX Specialist and subsequently in 2013 he became the lead fund manager on the Candriam Bonds International and co-fund manager of the total return funds. Gilles holds an Engineer's Degree in Finance, Banking & Insurance Management from the University of Liège, Belgium.

Alain Péters

Alain Péters has been a senior fixed income at Candriam since September 2011. He started his career at Group Brussels Lambert in 1985, before joining JP Morgan in 1988 where he spent six years. In 1994 he moved to Banque Paribas Belgium ALM, becoming a senior institutional portfolio manager a year later. In 1998 he was appointed Candriam’s global head of institutional portfolio management, and in 2003 head of global strategy and funds management, as well as head of Candriam's fund selection unit. In 2009 he moved into project development within the company, before assuming his current role in late 2011. Alain has a civil engineering degree from the Université Libre de Bruxelles in Belgium and an MBA specialising in finance from the same university’s Institut Solvay, and has successfully completed the JP Morgan Global Financial markets training program in New York.

Objective

The fund invests principally in bonds and related securities issued by governments, international & supranational entities, and public sector entities reputedly of a good quality at the time of their purchase. The quality of the issuers is based on an in-house fundamental analysis by the management company. The fund has an international investment universe and therefore includes issuers of Europe, Asia, the Middle East, North and South America and/or Africa. The bonds are denominated in local or hard (EUR, USD, GBP, JPY...) currencies. The fund may use derivatives for efficient portfolio management.

Showing fund performance in Portugal View performance globally

Performance

Global over : 31/10/2016 - 31/10/2017
  • Rank 37/53 Total Return
  • Rank 5/53 Standard Deviation
  • Rank 29/53 Max Drawdown
Fund Name Currency Return
35 Invesco Global Bond E Acc EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.3%

36 Eurizon Fund Bond International LTE RH

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.7%

37 Candriam Bonds Global Sovereign Quality N Cap EUR

-2.9%

38 Franklin Global Aggregate Bond A (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.0%

39 M&G Global Government Bond Euro A Acc EUR

-3.0%

Fund Name Currency Risk
3 UBAM Global Credit Opportunities RC EUR EUR

1.2

4 Franklin Real Return A (Ydis) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

EUR

1.3

5 Candriam Bonds Global Sovereign Quality N Cap EUR

1.3

6 PIMCO GIS Low Duration Gl Inv Gr Cr E H EUR Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

1.5

7 Goldman Sachs Glo Strat Inc Bond Pf E Acc EUR-H

Currency exposure is hedged

Currency exposure is hedged

EUR

1.6

Fund Name Currency Loss
27 BGF Global Government Bond A1 EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.8%

28 JPM Global Government Bond D Acc EUR EUR

-2.9%

29 Candriam Bonds Global Sovereign Quality N Cap EUR

-2.9%

30 Goldman Sachs Glo Sovereign Bond Pf I Acc EUR PH

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.0%

31 Eurizon Fund Bond International LTE RH

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.1%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 -0.7% -0.3% -0.4%
2016 -2.2% -1.3% 1.7% -0.1% -2.5%
2015 2.4% 6.1% -3.8% -1.0% 1.3%
2014 10.9% 1.4% 2.0% 5.3% 1.9%
2013 -7.4% 0.4% -4.2% -2.0% -1.8%
2012 0.4% 1.3% -0.8%
2011 5.1% -2.4% 1.6% 6.3% -0.3%
2010 2.0% -2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Luxembourg
  5. Netherlands
  6. Portugal
  7. Spain
  8. Switzerland

Fund Info

  • Launch date22/06/2010
  • Base currencyEUR
  • ISIN LU0514558781

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0

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