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BSF European Credit Strategies H2RF GBP

Ranked 12 out of 35 in - Bond Strategies over 12 months
All calculations are in GBP

Managed by

Michael Phelps

Based in London, Michael Phelps is a portfolio manager at BlackRock where he manages the BSF European Credit Strategies, BlackRock Global Long/Short Credit, BlackRock Global High Yield Bond and BSF European Constrained Credit Strategies dealing in European and global bonds, using alternative and long-only strategies. Michael graduated from the University of Cambridge with a degree in Economics.

Objective

The Fund seeks to achieve a positive absolute return for investors regardless of market movements. The Fund will seek to achieve this investment objective by taking long, synthetic long and synthetic short investment exposures. The Fund will seek to gain at least 70% of its investment exposure through fixed income transferable securities and fixed income related securities (including derivatives) issued by, or giving exposure to, companies, governments and agencies and denominated in European currencies or of issuers domiciled in, or exercising the predominant part of their economic activity in Europe.

Performance

Bond Strategies over : 30/06/2014 - 30/06/2015
  • Rank 12/35 Total Return
  • Rank 26/35 Standard Deviation
  • Rank 16/35 Max Drawdown
Fund Name Risk
24 Threadneedle (Lux)-Global Opportunities Bond AGH

Currency exposure is hedged

Currency exposure is hedged

1.0

25 GAM Star Emerging Market Rates GBP Acc

1.0

26 BSF European Credit Strategies H2RF GBP

1.0

27 Julius Baer BF Absolute Return Plus-GBP A

Currency exposure is hedged

Currency exposure is hedged

1.2

28 Legg Mason WA Macro Opportunities Bd A GBP Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

1.2

Fund Name Loss
14 Insight - Absolute Insight EM Mkt Debt S GBP

-1.8%

15 Legg Mason WA Macro Opportunities Bd A GBP Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

-1.8%

16 BSF European Credit Strategies H2RF GBP

-1.9%

17 ECM Absolute Return Credit B Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

-1.9%

18 AllianceBernstein-Unconstrained Bond Pf I2 GBP H

Currency exposure is hedged

Currency exposure is hedged

-2.0%

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 2.7% -0.3%
2014 1.6% 1.6% 1.9% -1.8% -0.2%
2013 5.6% 1.3% 0.4% 1.4% 2.4%
2012 7.3% 1.8% 0.9% 2.2% 2.2%
2011 1.4% -1.5% 0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Luxembourg
  4. Netherlands
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date16/02/2011
  • Share Class size11Mn
  • Base currencyGBP
  • ISIN LU0592448178

Purchase Info

  • Min. initial investment31,108
  • Min. additional investment0

Charges

  • Annual management1.5%
  • Initial investment5

Related News

BlackRock hard-closes another star European fund

BlackRock has closed its European Opportunities Extension fund to new money, having taken similar action with several other European mandates over the past year.

BlackRock to hard-close AAA-rated star’s £1.2 billion fund

BlackRock has revealed its plans to close Michael Phelps highly performing European credit fund to new money.

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