Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

OYSTER European Corporate Bonds N EUR

Ranked 35 out of 46 in - Euro Corporates over 12 months
All calculations are in EUR unless stated

Managed by

Andrea Garbelotto

Andrea Garbelotto was born in Milan in the early sixties, and studied economics at the University of Bocconi. He began his career in 1986 at Studio Albertini Stockbrokers as a financial analyst. In 1990 he joined Mediolanum Life as a portfolio manager, and after a six year stint he joined Banca Albertini Syz & C where he is currently advisor on the Oyster European Corporate Bond Fund. Outside of fund management he likes to unwind by listening to music and walking.

Antonio Ruggeri

Objective

The objective of the Fund is to provide its investors with capital appreciation by investing in bonds issued by companies headquartered in the European Union or deriving a substantial part of their revenues from the European Union. The Sub-fund may also invest in derivative financial instruments in order to manage its portfolio efficiently and to protect its assets and liabilities.

Showing fund performance in Portugal View performance globally

Performance

Euro Corporates over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.1%
2017 4.1% 1.1% 1.2% 1.1% 0.6%
2016 3.3% 0.3% 1.3% 1.6% 0.1%
2015 -3.2% 0.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Italy
  2. Luxembourg
  3. Portugal
  4. Singapore
  5. Switzerland

Fund Info

  • Launch date24/06/2015
  • Share Class size09Mn
  • Base currencyEUR
  • ISIN LU1204261504

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.30%
  • Initial investment1.3

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