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Vontobel Fund - EUR Corporate Bond Mid Yield I

Ranked 50 out of 84 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 Netherlands View performance globally

Performance

Euro Corporates over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.5% -1.3%
2017 4.1% 0.7% 1.3% 1.2% 0.9%
2016 4.4% 1.7% 1.3% 2.4% -1.0%
2015 0.9% 3.3% -3.2% -0.6% 1.5%
2014 9.8% 2.6% 3.0% 1.8% 2.0%
2013 4.7% 0.5% -0.5% 2.3% 2.3%
2012 15.8% 5.0% 0.2% 5.1% 4.9%
2011 3.5% 0.4% 1.2% 0.4% 1.4%
2010 4.7% 3.6% -0.9% 3.6% -1.6%
2009 17.1% -3.2% 10.1% 8.7% 1.0%
2008 -12.7% -0.6% -0.9% -3.6% -8.0%
2007 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Italy
  6. Korea
  7. Liechtenstein
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland

Fund Info

  • Launch date13/07/2007
  • Share Class size944Mn
  • Base currencyEUR
  • ISIN LU0278087860

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.55%
  • Initial investment0.55%

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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).