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UBAM Corporate US Dollar Bond AHC EUR

Ranked 15 out of 18 in - US Dollar Corporates over 12 months
All calculations are in EUR unless stated

Managed by

Philippe Gräub

Christel Rendu de Lint

Christel Rendu de Lint works at Union Bancaire Pivee as the head of fixed income. Christel has 20 years’ experience in economy and investments and is a specialist of developed bond markets. She has worked at the IMF and for the UK Treasury. She speaks French and English.

Objective

Sub-fund denominated in USD and which invests its net assets primarily in bonds denominated in this currency issued by companies ("corporate bonds") with a minimum rating of BBB- (Standard and Poor's or Fitch) or Baa3 (Moody's).

Showing fund performance in Netherlands View performance globally

Performance

US Dollar Corporates over : 30/06/2017 - 30/06/2018
  • Rank 15/18 Total Return
  • Rank 1/18 Standard Deviation
  • Rank 6/18 Max Drawdown
Fund Name Currency Return
13 Invesco US InvGrade Corporate Bd Fd A EUR Hgd AD

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.7%

14 Principal GI Preferred Securities EUR Hdg A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.7%

15 UBAM Corporate US Dollar Bond AHC EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.8%

16 Nordea 1 - US Corporate Bond HB EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.2%

17 AXA WF US Corporate Bonds A C EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.3%

Fund Name Currency Risk
1 UBAM Corporate US Dollar Bond AHC EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.6

2 AXA IM FIIS US Corporate Interm Bonds A C EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

1.7

3 Investec GSF Invest Grade Corp Bd A Inc-2 EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

2.2

4 Principal GI Preferred Securities EUR Hdg A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

2.3

5 PrivilEdge - Baird US Aggregate Bond SH EUR MA EUR

2.3

Fund Name Currency Loss
4 Eastspring Investments-US Corporate Bond REH

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.3%

5 PrivilEdge - Baird US Aggregate Bond SH EUR MA EUR

-4.3%

6 UBAM Corporate US Dollar Bond AHC EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.4%

7 PIMCO GIS US Invest Grade Corp Bd I EUR Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.5%

8 UBS (Lux) Bond S - USD Corporates (USD)(EURh) Q-a

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.9%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.3% -1.2%
2017 1.3% 0.7% 0.9% 0.3% -0.7%
2016 1.7% 2.3% 1.8% 0.4% -2.8%
2015 0.0% 1.7% -1.4% 0.2% -0.5%
2014 3.3% 1.5% 1.8% -0.4% 0.4%
2013 -0.1% 0.3% -2.8% 1.3% 1.2%
2012 9.5% 3.4% 1.2% 3.5% 1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Finland
  5. France
  6. Germany
  7. Luxembourg
  8. Netherlands
  9. Portugal
  10. Singapore
  11. Spain
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date05/12/2011
  • Share Class size22Mn
  • Base currencyEUR
  • ISIN LU0352160062
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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