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Eurizon Fund Bond High Yield Z

Ranked 23 out of 24 in - Europe High Yield over 12 months
All calculations are in EUR unless stated

Managed by

Stefano Cucchi

Elena Musumeci

Elena Musumeci graduated cum laude from Bocconi University in Milan in 1996. She started her career as a trader, first at Credit Commercial in France then at Caboto as an option trader in BTP futures and then in emerging markets. In 2000, she assumed responsibility for the Investment Grade Funds at Epta Fund SGR. In 2004 Elena became head of convertible bonds and portfolio manager of the High Yield Funds at Eurizon Capital. As of January 2009, she is co-head of High Yield funds. Elena has been a CFA Charterholder since 2003.

Raffaella Tommaselli

Raffaella Tommaselli was born in Bari, Italy. She studied at the Università Commerciale Luigi Bocconi graduating in 1997. She began her career in fund management at Eurizon Capital where she has worked for 13 years, and currently runs the Eurizon EasyFund Bond High Yield, Bond Emerging Markets and the Eurizon Stars Fund Bond European High Yield portfolio. Outside of fund management she likes to unwind by doing a spot of gardening and going for long walks.

Objective

This Sub-Fund will seek to achieve in the medium term an average return in excess of the return of a portfolio of high yield debt instruments issued by private companies. This Sub-Fund's net assets are invested mainly in high yield debt and debt-related instruments issued by private companies from any country and denominated in any currency, including lower quality ("speculative grade") instruments.

Showing fund performance in Netherlands View performance globally

Performance

Europe High Yield over : 30/06/2017 - 30/06/2018
  • Rank 23/24 Total Return
  • Rank 19/24 Standard Deviation
  • Rank 22/24 Max Drawdown
Fund Name Currency Return
20 M&G European High Yield Bond A Euro Acc EUR

-0.9%

21 Algebris Financial Credit I EUR Acc EUR

-0.9%

22 Oyster European Subordinated Bonds R EUR EUR

-1.5%

23 Eurizon Fund Bond High Yield Z

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.8%

24 Generali IS Total Return Euro High Yield D Cap EUR EUR

-1.8%

Fund Name Currency Loss
20 Nordea 1 - European High Yield Bond Fund II BI EUR EUR

-2.8%

21 Fidelity Funds - European Hi Yld A-EUR EUR

-3.5%

22 Eurizon Fund Bond High Yield Z

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.0%

23 Algebris Financial Credit I EUR Acc EUR

-6.4%

24 Oyster European Subordinated Bonds R EUR EUR

-6.4%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.5% -2.0%
2017 5.7% 1.9% 2.0% 1.5% 0.3%
2016 8.4% 2.4% 1.9% 3.3% 0.6%
2015 3.1% 3.7% -1.4% -1.3% 2.2%
2014 6.9% 2.9% 3.0% -0.3% 1.1%
2013 9.1% 1.9% -0.6% 3.5% 4.1%
2012 25.4% 11.4% -0.8% 6.8% 6.3%
2011 -6.2% 3.7% 0.4% -12.2% 2.5%
2010 14.4% 7.7% -2.6% 9.0% 0.2%
2009 65.3% 11.7% 20.2% 18.6% 3.8%
2008 2.2% -7.4% -15.6%

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. Peru
  9. Spain
  10. Switzerland
  11. Taiwan

Fund Info

  • Launch date15/01/2008
  • Share Class size2,398Mn
  • Base currencyEUR
  • ISIN LU0335991534
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment0

Charges

  • Annual management0.25%
  • Initial investment0

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