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Alfred Berg Hoyrente C - EUR

Ranked 21 out of 21 in - Europe High Yield over 1 months
All calculations are in EUR unless stated

Managed by

Tom Hestnes

Objective

The fund is a fixed income fund and it mainly invests in high yield bonds issued by companies with headquarters in the Nordic countries or which conduct their business there and who have obtained a credit rating corresponding BB + / Ba1 or lower. Before making the investments the Managers analysis company and sector conditions, macroeconomics, credit / credit margins, collateral and clauses in loan agreements, pricing distortions, liquidity and any currency hedging by loans denominated in foreign currencies.

Showing fund performance in Norway View performance globally

Performance

Europe High Yield over : 30/09/2017 - 31/10/2017
  • Rank 21/21 Total Return
  • Rank 1/21 Standard Deviation
  • Rank 21/21 Max Drawdown
Fund Name Currency Return
17 AXA WF European High Yield Bonds A EUR EUR

0.9%

18 Morgan Stanley European Curr High Yield Bd ADX EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

0.8%

19 T Rowe European High Yield Bond A EUR EUR

0.8%

20 AXA IM FIIS Europe Short Duration HY Z D EUR EUR

0.3%

21 Alfred Berg Hoyrente C - EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.3%

Fund Name Currency Loss
21 Alfred Berg Hoyrente C - EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.3%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.8% -3.6% 2.8%
2016 13.5% -3.2% 3.0% 10.8% 2.7%
2015 -19.7% 0.0% 2.0% -16.9% -5.3%
2014 -14.7% 2.7% 0.0% 2.5% -19.1%
2013 -5.9% 0.6% -0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. France
  3. Netherlands
  4. Norway

Fund Info

  • Launch date16/01/2013
  • Share Class size02Mn
  • Base currencyEUR
  • ISIN NO0010668114
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment150
  • Min. regular additional investment0

Charges

  • 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).