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BSF European Credit Strategies H2RF GBP

Ranked 6 out of 35 in - Bond Strategies over 12 months
All calculations are in GBP

Managed by

Michael Phelps

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 : 30/04/2014 - 30/04/2015
  • Rank 6/35 Total Return
  • Rank 24/35 Standard Deviation
  • Rank 18/35 Max Drawdown
Fund Name Return
4 Muzinich LongShortCreditYield GBP Acc Hedged

Currency exposure is hedged

Currency exposure is hedged

3.1%

5 Threadneedle Absolute Return Bond Ret Gross Acc

3.0%

6 BSF European Credit Strategies H2RF GBP

2.8%

7 Insight - Absolute Insight EM Mkt Debt S GBP

2.5%

8 AllianceBernstein-Unconstrained Bond Pf I2 GBP H

Currency exposure is hedged

Currency exposure is hedged

2.4%

Fund Name Risk
22 PIMCO Credit Absolute Return Inst GBP Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

0.8

23 Julius Baer BF Absolute Return-GBP A

Currency exposure is hedged

Currency exposure is hedged

0.9

24 BSF European Credit Strategies H2RF GBP

0.9

25 GAM Star Emerging Market Rates GBP Acc

1.1

26 Legg Mason WA Macro Opportunities Bd A GBP Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

1.1

Fund Name Loss
16 Schroder GAIA KKR Credit GBP Hedged C Acc

Currency exposure is hedged

Currency exposure is hedged

-1.6%

17 Pioneer Funds Absolute Return Bond I Dis GBP

Currency exposure is hedged

Currency exposure is hedged

-1.7%

18 BSF European Credit Strategies H2RF GBP

-1.9%

19 PIMCO Credit Absolute Return Inst GBP Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

-2.0%

20 HSBC GIF GEM Debt Total Return M1C GBP

-2.1%

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 2.7%
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).