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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

Paolo Bernardelli

Paolo Bernardelli

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About Paolo Bernardelli

Paolo Bernardelli is head of fixed income and forex at Eurizon Capital SGR, the asset management arm of Intesa Sanpaolo Bank. He joined Sanpaolo AM (now Eurizon Capital SGR) in 1995 as head of domestic bond funds, and later became global head of fixed income and FX. He and his team of 30 portfolio managers manage more than 50 bn euro of assets in Fixed Income and Flexible Funds. Previously Paolo worked as analyst and trader for Sanpaolo Finance Merchant Bank. He began his career in Banca Commerciale Italiana, where he was financial analyst. He graduated from the Bocconi University in Milan with a degree in business administration. Outside of fund management he enjoys tennis, sailing, running marathons and skiing.

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Funds Managed
  1. Epsilon Fund Euro Bond R

Citywire Rating: + rated

2013

  • SRated AA in Sep 2013
  • ORated A in Oct 2013
  • NRated A in Nov 2013
  • DRated A in Dec 2013

2014

  • JRated A in Jan 2014
  • FRated Plus in Feb 2014
  • MRated Plus in Mar 2014
  • ARated Plus in Apr 2014
  • MRated Plus in May 2014
  • JRated Plus in Jun 2014
  • JRated Plus in Jul 2014
  • ARated Plus in Aug 2014
  • SRated Plus in Sep 2014
  • ORated A in Oct 2014
  • NRated Plus in Nov 2014
  • DRated A in Dec 2014

2015

  • JRated A in Jan 2015
  • FRated Plus in Feb 2015
  • MRated Plus in Mar 2015
  • ARated Plus in Apr 2015
  • MRated A in May 2015
  • JRated A in Jun 2015
  • JRated A in Jul 2015
  • ARated A in Aug 2015
  • SRated A in Sep 2015
  • ORated Plus in Oct 2015
  • NRated Plus in Nov 2015
  • DRated Plus in Dec 2015

2016

  • JRated Plus in Jan 2016
  • FNot rated in Feb 2016
  • MNot rated in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JNot rated in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ONot rated in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JNot rated in Jun 2017
  • JRated Plus in Jul 2017
  • ARated Plus in Aug 2017

Performance

Bonds - EuroZone
over : 31/07/2016 - 31/07/2017

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 -1.5% 1.0%
2016 1.9% 2.2% 1.6% 0.6% -2.5%
2015 2.2% 5.7% -5.3% 1.7% 0.5%
2014 11.8% 3.7% 2.6% 2.8% 2.3%
2013 2.9% 0.6% 0.0% 0.5% 1.8%
2012 3.0%
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.