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FISCH Bond EM Corporates Defensive Fund AD

Ranked 90 out of 96 in - Emerging Markets Global Corporates over 12 months
All calculations are in USD unless stated

Managed by

Hannes Boller

Philipp Good

Philipp Good was born in Zurich in 1976. He has a degree from the University of Applied Sciences and Arts in Lucerne, an Executive Masters in Corporate Finance and a Banking Diploma. Philipp started his career in the corporate actions department at Credit Suisse in Zürich in 1995 and moved to the corporate finance department two years later, where he undertook research analysis into SMEs and credit financing. In 2002 he transferred to Credit Suisse Asset Management as a performance analyst for Swiss Pension funds. Following a spell as client relationship manager at Lombard Odier Darier Hentsch & Cie, Philipp joined Fisch Asset Management in his current role as senior portfolio manager. He opts for value investing in the bond funds he runs, using derivatives only for hedging purposes. In his free time outside of fund management Philipp enjoys playing golf and cooking.

Objective

The fund invests globally in liquid emerging market corporate bonds with investment grade ratings in hard currencies. Through focussed implementation of the five independent and complementary alpha sources: duration, credit exposure, regional/ sector allocation, issuer assessment and relative value, it achieves a stable portfolio alpha.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Emerging Markets Global Corporates over : 30/11/2016 - 30/11/2017
  • Rank 90/96 Total Return
  • Rank 50/96 Standard Deviation
  • Rank 71/96 Max Drawdown
Fund Name Currency Return
88 ERSTE BOND EM CORPORATE IG USD R01 T USD

5.3%

89 BlueBay Em Mkt Inv Grade Corp Bond I EUR (AIDiv)

Currency exposure is hedged

Currency exposure is hedged

EUR

5.2%

90 FISCH Bond EM Corporates Defensive Fund AD

Currency exposure is hedged

Currency exposure is hedged

USD

5.1%

91 Muzinich EmergingMarketsShortDurationHdg USD Acc S

Currency exposure is hedged

Currency exposure is hedged

USD

4.8%

92 Loomis Sayles Short Term Em Markets Bd Fd IAU USD

4.5%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.1% 1.3% 1.4%
2016 4.6% 2.6% 1.9% 2.3% -2.3%
2015 -0.9% 1.3% -0.8% -1.2% -0.2%
2014 4.6% 2.1% 2.4% 0.5% -0.5%
2013 -3.5% -0.4% -5.3% 1.3% 1.0%
2012 13.5% 4.2% 2.4% 4.0% 2.2%
2011 3.5% 1.1% 1.7% -1.7% 2.3%
2010 5.6% -1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Luxembourg
  5. Switzerland

Fund Info

  • Launch date31/05/2010
  • Share Class size1,299Mn
  • Base currencyUSD
  • ISIN LU0508301107
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0

Charges

  • Annual management1.20%

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