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Edmond de Rothschild Fund- Crossover Credit A EUR

Ranked 24 out of 45 in - Global Flexible over 12 months
All calculations are in EUR unless stated

Managed by

Raphaël Chemla

Raphaël Chemla started his career at UAL in 1995 where he was a bond trader and in 1997 he joined AXA Investment Management where he was an assistant fund manager. He joined Edmond de Rothschild Asset Management in 2000 where he was a credit fund manager before joining Edmond de Rothschild Investment Management where he is currently a bond fund manager and analyst. Raphaël has over 15 years of investment experience.

Mark Kowalski

Objective

The Sub-Fund’s objective is to achieve optimum long-term capital growth by investing in debt securities traded on regulated capital and money markets. In particular, the Sub-Fund aims to outperform the index composed of 1/3 of the Bank of America Merrill Lynch BBB US Corp Index 1-10 years +1/6 of the Bank of America Merrill Lynch BB US Non-Financial Constrained Index + 1/3 of the Bank of America Merrill Lynch BBB Euro Corp Index + 1/6 of the Bank of America Merrill Lynch BB Euro High Yield Non-Financial Constrained Index.

Showing fund performance in Netherlands View performance globally

Performance

Global Flexible over : 31/05/2017 - 31/05/2018
  • Rank 24/45 Total Return
  • Rank 20/45 Standard Deviation
  • Rank 30/45 Max Drawdown
Fund Name Currency Return
22 Franklin Flexible Alpha Bond I (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.3%

23 BGF Strategic Global Bond E2 EUR hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.4%

24 Edmond de Rothschild Fund- Crossover Credit A EUR EUR

-1.5%

25 PIMCO GIS Diversified Income Inst EUR Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.6%

26 M&G Global Macro Bond EUR C-H Inc

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.6%

Fund Name Currency Risk
18 GAM Multibond - Diversified Income Bd-EUR B EUR

1.8

19 Fidelity Funds - Global Income Y-ACC-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

1.9

20 Edmond de Rothschild Fund- Crossover Credit A EUR EUR

1.9

21 Schroder ISF Global Credit Income EUR Hgd A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

2.0

22 T Rowe Dynamic Global Bond Ih EUR Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

2.0

Fund Name Currency Loss
28 Fidelity Funds - Flex Bond A-ACC-EUR (EUR/GBP) H

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.0%

29 Carmignac Pfl Unconstrained Glbl Bd A EUR acc EUR

-3.1%

30 Edmond de Rothschild Fund- Crossover Credit A EUR EUR

-3.2%

31 Franklin Strategic Income A (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.4%

32 M&G Global Macro Bond EUR C-H Inc

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.6%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.5%
2017 3.8% 0.9% 1.6% 1.0% 0.3%
2016 4.4% 1.8% 1.4% 1.9% -0.7%
2015 0.0% 2.2% -2.0% -1.4% 1.2%
2014 4.2% 2.2% 2.0% 0.1% -0.2%
2013 4.8% 1.1% 0.2% 1.8% 1.8%
2012 15.5% 6.0% -0.2% 4.5% 4.5%
2011 1.0% -4.3% 2.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Spain
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date15/07/2014
  • Share Class size142Mn
  • Base currency
  • ISIN LU1080013482

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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