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STRATEGIC QUALITY EMERGING BOND FUND EUR

Ranked 76 out of 85 in - Bond Strategies over 12 months
All calculations are in EUR unless stated

Managed by

Eric Vanraes

Eric Vanraes is head of fixed income investments within the Sturdza Private Banking Group, where he has been employed since July 2008. Eric has over twenty two years’ experience and currently manages the Strategic Euro Bond fund and Strategic Global Bond fund. Prior to joining the Sturdza Private Banking Group Eric was a member of senior management, head of credit and absolute return portfolio management and manager of four compartments of the SICAV UBAM (Corporate Euro, Corporate US Dollar, Absolute Return Euro and Absolute Return US Dollar) at Union Bancaire Privée. Eric joined Union Bancaire Privée in July 2000. From July 1998 to April 2000 he was head of fixed income and money market funds at SNVB Gestion (Société Nancéenne Varin Bernier - CIC), Paris, and previous to this he was a fixed income and money market fund manager at NSM Gestion (Banque de Neuflize, Schlumberger, Mallet – ABN-Amro), also in Paris. Eric holds a DESS in Finance and also graduated from the Ecole Supérieure de Commerce de Grenoble and Institut d’Etudes Politiques de Grenoble.

Objective

The Fund aims to maximize return on your investment by generating capital growth by investing predominantly in emerging markets fixed income securities denominated in US Dollars. The Fund invests in a range of corporate, government, supranational or sovereign bonds and senior or subordinated debt securities. The Fund will invest in both investment grade and non-investment grade securities and will hold a minimum of 50% of its assets in emerging markets bonds which will have a minimum credit rating of Standard and Poors BB or Moodys Ba2.

Showing fund performance in Jersey View performance globally

Performance

Bond Strategies over : 30/09/2017 - 30/09/2018
  • Rank 76/85 Total Return
  • Rank 56/85 Standard Deviation
  • Rank 72/85 Max Drawdown
Fund Name Currency Return
74 GAM Multibond - Absolute Return Emerging Bd-EUR A

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.7%

75 MLIS KLS Fixed Income UCITS EUR D Acc EUR

-4.8%

76 STRATEGIC QUALITY EMERGING BOND FUND EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.0%

77 Insight Total Return Bond S Euro Dis EUR

-5.4%

78 Prosperise Credit Value A EUR EUR

-5.5%

Fund Name Currency Risk
54 Ascensio II Absolute Return Bond Fund EUR

2.3

55 Threadneedle (Lux)-Global Opportunities Bond AEH

Currency exposure is hedged

Currency exposure is hedged

EUR

2.3

56 STRATEGIC QUALITY EMERGING BOND FUND EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.3

57 La Francaise Multistrategies Obligataires I

Currency exposure is hedged

Currency exposure is hedged

EUR

2.4

58 PARVEST Bond Absolute Return V350 Classic Cap EUR EUR

2.4

Fund Name Currency Loss
70 GAM Multibond - Absolute Return Emerging Bd-EUR A

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.1%

71 CPR Credixx Active US High Yield - P (C) EUR

-5.2%

72 STRATEGIC QUALITY EMERGING BOND FUND EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.2%

73 MLIS KLS Fixed Income UCITS EUR D Acc EUR

-5.5%

74 Hermes Multi-Strategy Credit F EUR Acc EUR

-5.6%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.3% -2.8% 0.2%
2017 4.4% 2.3% 1.2% 1.1% -0.2%
2016 1.1% -3.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date27/04/2016
  • Share Class size09Mn
  • Base currencyEUR
  • ISIN IE00BYPK4Q67
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment2.00%

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