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Candriam Bonds Credit Opportunities I Cap

classificato 12 su 46 di - Strategie di credito su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Nicolas Jullien

Nicolas Jullien has been deputy head of high yield & credit arbitrage at Candriam since 2017. He has been a senior fund manager at Candriam since 2013, and has spent his entire career at Candriam, joining in 2007 as a fund manager. Jullien holds actuarial degree and a master’s in actuarial and financial sciences, both from University Claude Bernard Lyon I in France. He has been a CFA Charterholder since 2012.

Philippe Noyard

Philippe Noyard has been head of high yield & credit arbitrage management at Candriam since 2009. He is also a member of our Credit Risk Committee. In 1987 he joined Neuflize Schlumberger Mallet in France as a portfolio manager and two years later moved to Candriam, also as a portfolio manager. He was appointed head of high yield management in 1999, and head of high yield & credit arbitrage management and a member of our Credit Risk Committee in 2009. He has master’s degrees in economics and finance and in finance & wealth management from the University of Economy in Clermont-Ferrand in France.

Patrick Zeenni

Patrick Zeenni, CFA, has been deputy head of high yield & credit arbitrage management at Candriam since 2011. He began his career in 1995 in bond origination at Société Générale, moving a year later to Bayerische Landesbank as head of bonds and derivatives. In 2003 he became a senior fund manager at Candriam, and assumed his current responsibilities in 2011. Zeenni holds master’s degrees in finance and financial markets from Paris Dauphine University. He has been a CFA charterholder since 2010.

Obiettivo

The fund offers investors exposure to the private sector and international bonds market, to benefit from attractive yielding debt of companies with a high credit risk. The fund invests principally in bonds or in derivative instruments issued by companies with a rating exceeding CCC+/Caa1.

Performance

Strategie di credito su un periodo di : 31/12/2017 - 31/12/2018
  • Classificazione 12/46 Rendimento totale
  • Classificazione 11/46 Deviazione Standard
  • Classificazione 7/46 Perdita Massima
Nome del Fondo Currency Ritorno
10 Candriam Long Short Credit C EUR

-1,2%

11 Kames Absolute Return Bond Global C Acc EUR (Hgd)

L'esposizione valutaria coperta (dal rischio)

L'esposizione valutaria coperta (dal rischio)

EUR

-1,6%

12 Candriam Bonds Credit Opportunities I Cap EUR

-1,7%

13 DWS Invest Short Duration Credit LC EUR

-1,9%

14 Pictet TR - Kosmos-P EUR EUR

-2,2%

Nome del Fondo Currency Risk
9 BSF Global Absolute Return Bond A2 EUR EUR

1,4

10 Muzinich LongShortCreditYield Euro Acc A HdgNon-Eq

L'esposizione valutaria coperta (dal rischio)

L'esposizione valutaria coperta (dal rischio)

EUR

1,4

11 Candriam Bonds Credit Opportunities I Cap EUR

1,5

12 JPM Income Opportunity A (perf) Acc EUR Hgd

L'esposizione valutaria coperta (dal rischio)

L'esposizione valutaria coperta (dal rischio)

EUR

1,7

13 M&G Total Return Credit Inv A EUR Acc EUR

1,8

Nome del Fondo Currency Perdita
5 DNCA Invest Alpha Bonds B EUR

-1,7%

6 Kames Absolute Return Bond Global C Acc EUR (Hgd)

L'esposizione valutaria coperta (dal rischio)

L'esposizione valutaria coperta (dal rischio)

EUR

-1,9%

7 Candriam Bonds Credit Opportunities I Cap EUR

-2,0%

8 DWS Invest Short Duration Credit LC EUR

-2,0%

9 Vontobel Fund TwentyFour Abs Ret Credit Fund HI EUR

-2,2%

Rendimento totale

Performance trimestrale

a 31/12/2018 Annuale T1 T2 T3 T4
2018 -1,7% -0,6% -0,9% 1,0% -1,1%
2017 2,1% 0,7% 0,8% 0,5% 0,1%
2016 4,0% 1,4% 0,7% 1,4% 0,4%
2015 3,3% 2,4% -0,3% -0,6% 1,8%
2014 3,4% 0,5% 2,5% -0,3% 0,6%
2013 6,6% 1,1% 0,2% 2,8% 2,3%
2012 15,8% 6,1% 1,1% 4,1% 3,7%
2011 3,5% 1,5% 1,1% -4,3% 5,4%
2010 11,2% 4,3% 0,2% 4,9% 1,5%
2009 31,5% 5,5% 12,0% 8,7% 2,4%
2008 -22,3% -6,7% 2,3% 0,0% -18,6%
2007 -0,7% 1,6% -0,1% -0,8% -1,5%
2006 4,5% 0,5% -0,4% 2,6% 1,8%
2005 3,9% -0,5% 1,8% 1,7% 0,9%
2004 8,1% 1,9% -0,5% 3,4% 3,1%
2003 13,1% 3,6% 4,4% 2,1% 2,5%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita In

  1. Austria
  2. Chile
  3. Francia
  4. Germania
  5. Irlanda
  6. Italia
  7. Lussemburgo
  8. Spagna
  9. Svezia
  10. Svizzera
  11. Regno Unito

Informazioni sul fondo

  • Inizio collocamento22/10/2002
  • Valuta di baseEUR
  • ISIN LU0151325312

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo250.000
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale0,50%
  • Investimento iniziale0,00%

La performance è relativa al periodo indicato (da fine mese a fine mese, bid/bid, reddito lordo reinvestito, calcolato in EUR).