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Vontobel Fund - EUR Corporate Bond Mid Yield C

Ranked 9 out of 45 in - Euro Corporates over 12 months
All calculations are in EUR unless stated

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.

Showing fund performance in Portugal View performance globally

Performance

Euro Corporates over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.5% 1.1% 0.9%
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

  1. Austria
  2. Germany
  3. Italy
  4. Liechtenstein
  5. Luxembourg
  6. Portugal
  7. Singapore
  8. Spain
  9. Sweden
  10. Switzerland

Fund Info

  • Launch date16/07/2007
  • Base currencyEUR
  • ISIN LU0153585996

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%

Related News

CoCos aren’t loco but good carry call, says Vontobel star

VIDEO: Citywire AA-rated manager Mondher Bettaieb believes markets have misunderstood problems and backs peripherals to power on.

China crash to weigh heavily on US treasuries, says bond star

VIDEO: Vontobel AM's Mondher Bettaieb discusses how the Chinese crisis will affect the global bond market with words of caution for US investors. 

Vontobel names star manager as corporate bonds head

Swiss asset management group appoints Citywire AAA-rated fixed income specialist to senior post.

Bring on the beta: credit star’s top three cyclical bets

Citywire AAA-rated manager Mondher Bettaieb explains which high beta sectors he is overweighting in his €412m fund.

Credit markets: reducing exposure to risk

Diminishing returns in the global credit market are driving fund managers to take an ever more adaptable, long term and multi-disciplinary view of value.

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