Vontobel Fund - EUR Corporate Bond Mid Yield C
Managed by
Mondher Bettaieb
Mondher Bettaieb holds a BSc in Business Administration from Columbia College as well as a Masters of Business Administration from Colorado State University. Since June 2010, Mondher has run the Vontobel Fund - Euro Corporate Bond Mid Yield and uses an Active investment style. Before joining Vontobel, Mondher was a credit strategist at AXA Investment Managers and has also worked at Swisscanto, Winterthur Asset Management and Rothschild Asset Management. Based in Zurich, Mondher enjoys tennis in his spare time.
Objective
The fund is an actively managed corporate bond fund. It aims to exceed average Investment Grade returns in EUR by focusing on the Lower Investment Grade segment of the European corporate universe. Investment decisions are based on top down and bottom up fundamental analysis, by evaluating economies, industry environments, issuers and their capital structures.
Performance
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Rank 11/45 Total Return
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Rank 33/45 Standard Deviation
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Rank 33/45 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 9 | M&G European Corporate Bond A Euro Acc | EUR | 2.6% |
| 10 | Franklin European Corporate Bond A (Ydis) EUR | EUR | 2.5% |
| 11 | Vontobel Fund - EUR Corporate Bond Mid Yield C | EUR | 2.5% |
| 12 | Henderson HF Euro Corporate Bond A2 | EUR | 2.3% |
| 13 | Invesco Euro Corporate Bond A Acc EUR | EUR | 2.3% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 31 | Pictet-EUR Corporate Bonds-P | EUR | 3.2 |
| 32 | Franklin European Corporate Bond A (Ydis) EUR | EUR | 3.2 |
| 33 | Vontobel Fund - EUR Corporate Bond Mid Yield C | EUR | 3.2 |
| 34 | PARVEST Bond Euro Corporate Classic Cap EUR | EUR | 3.3 |
| 35 | UBS (Lux) Bond S - EUR Corporates (EUR) P-acc | EUR | 3.3 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 31 | Santander AM Euro Corporate Bond A | EUR | -2.5% |
| 32 | PARVEST Bond Euro Corporate Classic Cap EUR | EUR | -2.5% |
| 33 | Vontobel Fund - EUR Corporate Bond Mid Yield C | EUR | -2.6% |
| 33 |
Candriam Bonds Euro Corporate N Cap
Currency exposure is hedged Currency exposure is hedged |
EUR | -2.6% |
| 35 | Oddo Compass Euro Corporate Bond CR-EUR | EUR | -2.6% |
| 35 | NN (L) Euro Sustain Crdt (ex.fin) P Cap EUR | EUR | -2.6% |
| View full league table | |||
Total Return
Quarterly Performance
| to 30/06/2017 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2017 | 0.5% | 1.1% | |||
| 2016 | 3.5% | 1.5% | 1.1% | 2.1% | -1.3% |
| 2015 | -0.1% | 3.0% | -3.4% | -0.8% | 1.2% |
| 2014 | 8.8% | 2.4% | 2.8% | 1.6% | 1.7% |
| 2013 | 3.7% | 0.2% | -0.7% | 2.1% | 2.1% |
| 2012 | 14.7% | 4.7% | -0.1% | 4.8% | 4.6% |
| 2011 | 2.5% | 0.1% | 1.0% | 0.2% | 1.1% |
| 2010 | 3.7% | 3.4% | -1.1% | 3.3% | -1.8% |
| 2009 | 15.8% | -3.6% | 9.8% | 8.4% | 0.8% |
| 2008 | -14.4% | -1.2% | -1.2% | -4.1% | -8.5% |
| 2007 | -0.5% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- Austria
- Germany
- Italy
- Liechtenstein
- Luxembourg
- Norway
- Portugal
- Singapore
- Spain
- Sweden
- Switzerland
Fund Info
- Launch date16/07/2007
- Base currencyEUR
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ISIN LU0153585996
Purchase Info
- Min. initial investment0
- Min. regular additional investment0
Charges
- Annual management1.50%