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BSF European Credit Strategies H2RF GBP

Ranked 11 out of 36 in - Bond Strategies over 12 months
All calculations are in GBP unless stated

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.

Showing fund performance in United Kingdom View performance globally

Performance

Bond Strategies over : 30/06/2016 - 30/06/2017
  • Rank 11/36 Total Return
  • Rank 26/36 Standard Deviation
  • Rank 18/36 Max Drawdown
Fund Name Currency Return
9 GAM Star Absolute Return Bond GBP Inst Acc GBP

4.7%

10 JPM Income Opportunity A (perf) Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

4.6%

11 BSF European Credit Strategies H2RF GBP GBP

4.5%

12 PIMCO Select Unconstrained Bond Ret GBP Acc GBP

4.3%

13 GAM Multibond - Absolute Return Bd-GBP A

Currency exposure is hedged

Currency exposure is hedged

GBP

4.2%

Fund Name Currency Risk
24 Goldman Sachs Glo Strat Macro Bond Pf I Acc GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

2.6

24 Schroder GAIA BSP Credit E Dis GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

2.6

26 BSF European Credit Strategies H2RF GBP GBP

2.6

27 Hermes Multi Strategy Credit F GBP Dist Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

2.7

28 Hedge Invest Numen Credit GBP I2 Shares GBP

2.9

Fund Name Currency Loss
17 PTR-Kosmos-HI GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.8%

18 BSF European Credit Strategies H2RF GBP GBP

-0.8%

19 GAM Star Absolute Return Bond GBP Inst Acc GBP

-0.8%

19 GAM Star Emerging Market Rates GBP Acc GBP

-0.8%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 1.2% -0.4%
2016 -2.2% -6.1% 0.4% 1.5% 2.2%
2015 -3.2% 2.7% -0.3% -3.2% -2.2%
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. Austria
  2. France
  3. Germany
  4. Ireland
  5. Jersey
  6. Luxembourg
  7. Netherlands
  8. Poland
  9. Singapore
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date16/02/2011
  • Share Class size04Mn
  • Base currencyGBP
  • ISIN LU0592448178

Purchase Info

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

Charges

  • Annual management1.50%
  • 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 the currency and currencies indicated).