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Payden Corporate Bond Fund;Investor

Ranked 34 out of 149 in - US Dollar Corporates over 12 months
All calculations are in USD unless stated

Managed by

Alfred Giles

Natalie N. Trevithick

Natalie Trevithick, CFA, is a senior vice president and the lead strategist for investment grade corporates at Payden & Rygel. Trevithick is responsible for managing corporate bond portfolios across a breadth of fixed income strategies, including low duration, core and core plus, global, emerging markets and absolute return. Her experience also encompasses the use of derivatives such as interest rate and credit default swaps to manage risk and to develop customized investment solutions for corporate bond portfolios. Prior to joining Payden & Rygel, Trevithick spent six years at PIMCO as a senior vice president and portfolio manager. Prior to that, she worked at Barclays Capital as a sell-side trader. Trevithick holds the Chartered Financial Analyst designation. She earned an MBA from the McCombs School of Business at the University of Texas, Austin. Trevithick earned a Bachelor of Commerce degree at Queen’s University in Kingston, Ontario.

James T. Wong

Objective

The Fund seeks to invest at least 80% of its total assets in debt instruments or similar income producing instruments that are rated investment grade, or those determined by Payden to be of comparable quality.

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

Performance

US Dollar Corporates over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.1% -0.8% 1.1%
2017 8.5% 2.2% 2.7% 2.0% 1.4%
2016 6.8% 3.1% 3.7% 2.2% -2.3%
2015 1.1% 2.6% -2.3% 0.8% 0.1%
2014 9.1% 3.8% 3.7% 0.0% 1.4%
2013 -0.4% 0.5% -3.8% 0.9% 2.1%
2012 12.3% 3.2% 2.5% 4.2% 2.0%
2011 5.4% 1.1% 2.4% -0.8% 2.7%
2010 8.8% 2.2% 2.9% 5.2% -1.5%
2009 5.7% 7.4% 1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date12/03/2009
  • Share Class size282Mn
  • Base currencyUSD
  • ISIN US7043293668

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment250

Charges

  • Annual management0.65%

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