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BSF European Credit Strategies H2RF GBP

Ranked 10 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 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 : 30/11/2013 - 30/11/2014
  • Rank 10/35 Total Return
  • Rank 27/35 Standard Deviation
  • Rank 21/35 Max Drawdown
Fund Name Loss
19 Threadneedle (Lux)-Global Opportunities Bond AGH

Currency exposure is hedged

Currency exposure is hedged

-1.5%

20 Schroder GAIA Avoca Credit GBP Hedged C Acc

Currency exposure is hedged

Currency exposure is hedged

-1.6%

21 BSF European Credit Strategies H2RF GBP

-1.8%

22 Pioneer Funds Absolute Return Bond I Dis GBP

Currency exposure is hedged

Currency exposure is hedged

-1.8%

23 Julius Baer BF Absolute Return Defender-GBP A

Currency exposure is hedged

Currency exposure is hedged

-1.8%

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 1.6% 1.9% -1.8%
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 size12Mn
  • 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).