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Vontobel Fund - EUR Corporate Bond Mid Yield B

Ranked 9 out of 43 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 Norway View performance globally

Performance

Euro Corporates over : 31/03/2017 - 31/03/2018
  • Rank 9/43 Total Return
  • Rank 29/43 Standard Deviation
  • Rank 25/43 Max Drawdown
Fund Name Currency Return
7 Evli Corporate Bond B

Currency exposure is hedged

Currency exposure is hedged

EUR

2.5%

8 L&G Euro Corporate Bond Z EUR Inc EUR

2.4%

9 Vontobel Fund - EUR Corporate Bond Mid Yield B EUR

2.3%

10 L&G Euro High Alpha Corporate Bond Z EUR Inc EUR

2.3%

11 Amundi Fds Bond Euro Corporate - AE (C) EUR

2.2%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.7%
2017 3.6% 0.6% 1.2% 1.0% 0.7%
2016 3.8% 1.6% 1.2% 2.2% -1.2%
2015 0.3% 3.1% -3.3% -0.7% 1.3%
2014 9.2% 2.5% 2.9% 1.7% 1.8%
2013 4.1% 0.3% -0.6% 2.2% 2.2%
2012 15.2% 4.8% 0.1% 4.9% 4.7%
2011 2.9% 0.2% 1.1% 0.3% 1.2%
2010 4.1% 3.5% -1.0% 3.4% -1.7%
2009 16.4% -3.3% 10.0% 8.6% 0.9%
2008 -13.4% -1.0% -1.0% -3.8% -8.2%
2007 -1.5% 0.2% -1.3% 0.1% -0.5%
2006 -0.1% -1.2% -0.5% 2.2% -0.5%
2005 2.8% 0.7% 2.4% 0.4% -0.7%
2004 6.3% 2.4% -0.7% 2.7% 1.8%
2003 5.3% 0.3% 3.2% 0.9% 0.8%
2002 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. Germany
  4. Italy
  5. Liechtenstein
  6. Luxembourg
  7. Norway
  8. Singapore
  9. Spain
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date27/09/2002
  • Share Class size387Mn
  • Base currencyEUR
  • ISIN LU0153585723

Purchase Info

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

Charges

  • Annual management1.10%

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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).