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Capital Group Euro Corporate Bond (LUX) B EUR

Ranked 22 out of 46 in - Euro Corporates over 12 months
All calculations are in EUR unless stated

Managed by

Vantil Charles

Vantil K. Charles is a fixed-income portfolio manager at Capital Group. As a fixed-income investment analyst at Capital, he covers non-U.S. utilities, European automobiles and building materials. He has 27 years of investment experience and has been with Capital Group for 12 years. Before joining Capital, Vantil worked as a senior credit analyst at AXA Investment Managers (U.K.) He also held several positions at National Westminster Bank, including deputy head of the credit rating and research group. Vantil is based in London.

Thomas Hogh

Thomas Høgh is a fixed-income portfolio manager at Capital Group. He has 28 years of investment experience and has been with Capital Group for 24 years. Earlier in his career, as a fixed-income investment analyst at Capital, Thomas covered Yankee bonds, as well as various non-U.S. bond markets. Prior to joining Capital, Thomas held a number of positions at Privatbanken (now Nordea). He holds an MBA in finance, international business and management from Columbia Business School. He also holds a master’s degree in international economics and a bachelor’s degree in economics, both from the University of Copenhagen, Denmark. Thomas is based in London.

Objective

To provide, over the long term, a high level of total return largely comprised of current income with a view to capital preservation. The Fund invests primarily in EUR-denominated corporate Investment Grade Bonds and other fixed-income securities, including government securities. These are usually listed or traded on other Regulated Markets. Unlisted securities may also be purchased, subject to the relevant provisions of the General Investment Guidelines and Restrictions.

Showing fund performance in Portugal View performance globally

Performance

Euro Corporates over : 30/04/2017 - 30/04/2018
  • Rank 22/46 Total Return
  • Rank 43/46 Standard Deviation
  • Rank 36/46 Max Drawdown
Fund Name Currency Risk
41 Amundi Fds Bond Euro Corporate - AE (C) EUR

1.9

42 Pictet - Global Sustainable Credit HI EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.1

43 Capital Group Euro Corporate Bond (LUX) B EUR EUR

2.1

44 Morgan Stanley Euro Corporate Bond AD EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.1

45 Nordea 1 - European Financial Debt E EUR EUR

3.3

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.8%
2017 3.1% 0.5% 0.5% 1.2% 0.8%
2016 4.6% 2.2% 1.6% 2.5% -1.8%
2015 -1.1% 2.3% -4.8% -0.3% 1.8%
2014 9.4% 2.4% 2.8% 1.9% 2.1%
2013 1.3% 0.3% -1.3% 1.3% 1.1%
2012 14.1% 5.9% -0.4% 4.5% 3.5%
2011 0.7% -0.3% 1.6% -1.8% 1.4%
2010 -2.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Hong Kong
  8. Iceland
  9. Ireland
  10. Italy
  11. Korea
  12. Luxembourg
  13. Netherlands
  14. Norway
  15. Portugal
  16. Singapore
  17. Spain
  18. Sweden
  19. Switzerland
  20. United Kingdom

Fund Info

  • Launch date16/09/2010
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN LU0538249276

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1

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