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Muzinich EuropeYield Hedged EUR Acc

Ranked 10 out of 21 in - Europe High Yield over 1 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 achieve a high level of income and attractive risk-adjusted returns. The fund strategy focuses on European currency high yield debt securities (bonds) issued primarily by European corporations, generally with a credit rating below investment grade. The portfolio is prudently diversified over more than 60 issuers and 20 industries with a market-like duration-to-worst of approximately four years.

Showing fund performance in Norway View performance globally

Performance

Europe High Yield over : 30/09/2017 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.6% 1.9% 1.6%
2016 8.9% 2.1% 1.5% 3.5% 1.6%
2015 2.8% 3.1% -0.7% -1.9% 2.3%
2014 5.3% 2.4% 2.3% -0.5% 1.0%
2013 8.0% 1.6% -0.7% 3.5% 3.5%
2012 23.2% 11.0% -1.0% 6.4% 5.4%
2011 -6.8% 2.6% 0.4% -13.7% 4.7%
2010 15.5% 6.7% -2.3% 8.1% 2.6%
2009 53.2% 8.0% 15.9% 18.7% 3.1%
2008 -24.1% -7.1% 2.9% -4.8% -16.6%
2007 -1.3% 1.6% 0.2% -2.3% -0.8%
2006 6.7% 1.8% -0.2% 2.6% 2.5%
2005 4.7% 0.1% 0.9% 2.5% 1.1%
2004 12.8% 2.8% 0.3% 4.0% 5.2%
2003 17.8% 2.5% 7.2% 2.1% 5.0%
2002 -5.0% -4.0% -0.6% -5.6% 5.5%
2001 -13.2% 2.4% -11.0% -13.5% 10.1%
2000 -0.7% -7.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Finland
  5. France
  6. Germany
  7. Ireland
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Portugal
  13. Singapore
  14. Spain
  15. Sweden
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date15/06/2000
  • Share Class size457Mn
  • Base currencyEUR
  • ISIN IE0005315449
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management1.00%

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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).