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Muzinich European Credit Alpha Founder EUR Hdg Acc

Ranked 4 out of 88 in - Bond Strategies over 3 months
All calculations are in EUR unless stated

Managed by

Thomas Samson

Before joining Muzinich, Thomas Samson was an investment analyst at Trafalgar Asset Managers, a distressed-debt hedge fund. Prior to that, he was a financial analyst at GE Capital. Thomas has an Master's in Finance from London Business School, holds the Chartered Financial Analyst designation and has an MSc in Corporate Finance from the Institut d’Etudes Politiques de Paris.

Objective

The Fund seeks to generate consistent attractive returns on a risk-adjusted basis over a three to five year period. The Investment Manager seeks to meet its objective by investing primarily, either directly or indirectly through the use of FDI, in high yield corporate debt securities (including notes, such as floating rate short-term and medium-term notes, and bonds) issued primarily by European issuers, or by companies that carry out a substantial proportion of their activities in Europe but whose issues may be in non-European currencies. The corporate bonds in which Fund will primarily invest will be non-investment grade.

Showing fund performance in Jersey View performance globally

Performance

Bond Strategies over : 30/06/2018 - 30/09/2018
  • Rank 4/88 Total Return
  • Rank 51/88 Standard Deviation
  • Rank 1/88 Max Drawdown
Fund Name Currency Return
2 SLI Glo SICAV Total Return Credit D Acc EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

2.3%

3 Hermes Multi-Strategy Credit F EUR Acc EUR

2.0%

4 Muzinich European Credit Alpha Founder EUR Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

1.8%

5 XAIA Credit Curve Carry (I) EUR EUR

1.7%

6 Cheyne Global Credit GCDH - I1 EUR EUR

1.5%

Fund Name Currency Risk
49 Hypo PF Anleihen long short EUR

1.7

50 Alegra Credit Fund -EUR- EUR

1.7

51 Muzinich European Credit Alpha Founder EUR Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

1.8

52 PIMCO GIS Credit Opps Bond Inst EUR Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

1.8

53 Threadneedle Credit Opps Ret Acc EUR EUR

1.8

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.0% -0.3% 1.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Ireland
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date31/10/2017
  • Share Class size37Mn
  • Base currencyEUR
  • ISIN IE00BF4K8391
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment100Mn
  • 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).