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Franklin European Corporate Bond A (Ydis) EUR

Ranked 21 out of 45 in - Euro Corporates over 12 months
All calculations are in EUR unless stated

Managed by

Marc Kremer

Emmanuel Teissier

David Zahn

David Zahn is head of European fixed income and senior vice president within Franklin Templeton's Fixed Income Group. Mr. Zahn leads the management of European fixed income strategies and is a member of the Fixed Income Policy Committee. He is also a portfolio manager for a number of Global Aggregate and Global Government fixed income portfolios. Prior to joining Franklin Templeton in 2006, Mr. Zahn was a senior portfolio manager at Citigroup Asset Management. He holds a BS in business administration from the University of Maine and an MBA in finance from the University of Connecticut. He is a Chartered Financial Analyst (CFA) Charterholder and is a qualified Financial Risk Manager (FRM).

Objective

The Fund's investment objective is to maximize, consistent with prudent investment management, total investment return through a combination of interest income and capital appreciation. The Fund seeks to achieve this objective by investing principally in investment-grade fixed or floating rate debt securities of European corporate issuers and/or non-European corporate issuers with a business presence in the European region. The Fund may also utilize certain financial derivative instruments for investment purposes.

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Performance

Euro Corporates over : 31/10/2016 - 31/10/2017
  • Rank 21/45 Total Return
  • Rank 23/45 Standard Deviation
  • Rank 18/45 Max Drawdown
Fund Name Currency Return
19 Morgan Stanley Euro Corporate Bond AD EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.5%

20 UBAM Corporate Euro Bond AC EUR EUR

2.4%

21 Franklin European Corporate Bond A (Ydis) EUR EUR

2.3%

21 AXA WF Euro Credit Plus A C EUR

2.3%

23 Oddo Compass Euro Corporate Bond CR-EUR EUR

2.2%

Fund Name Currency Loss
17 Threadneedle European Corp Bd Ret Gross Acc EUR EUR

-1.2%

18 Franklin European Corporate Bond A (Ydis) EUR EUR

-1.2%

19 OYSTER European Corporate Bonds N EUR EUR

-1.3%

20 Morgan Stanley Euro Corporate Bond AD EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.3%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.5% 0.5% 0.8%
2016 4.9% 1.9% 1.4% 2.5% -1.0%
2015 -1.7% 2.1% -3.7% -1.1% 1.1%
2014 7.9% 2.4% 2.5% 1.2% 1.6%
2013 2.6% 0.3% -0.7% 1.6% 1.4%
2012 15.8% 6.7% 0.3% 4.7% 3.4%
2011 -1.1% 0.3% 0.8% -3.9% 1.8%
2010 3.7% -2.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Cyprus
  4. Czech Republic
  5. Denmark
  6. Estonia
  7. Finland
  8. France
  9. Germany
  10. Gibraltar
  11. Greece
  12. Guernsey
  13. Hungary
  14. Ireland
  15. Italy
  16. Jersey
  17. Latvia
  18. Lithuania
  19. Luxembourg
  20. Netherlands
  21. Norway
  22. Poland
  23. Portugal
  24. Singapore
  25. Slovakia
  26. Spain
  27. Sweden
  28. Switzerland
  29. United Kingdom

Fund Info

  • Launch date30/04/2010
  • Share Class size07Mn
  • Base currencyEUR
  • ISIN LU0496369892

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management0.65%

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