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Julius Baer BF Total Return-EUR B

Ranked 12 out of 33 in - Absolute Return over 12 months
All calculations are in EUR

Managed by

Enzo Puntillo

Born in Basle, Switzerland, Enzo Puntillo gained his master's degree in Business Administration and Economics at his hometown university. Enzo also holds the CEFA qualification. His career started in 1993 at Paribas and in 1999 he joined UBS Brinson Asset Management where he started his portfolio management career. He currently runs global fixed income funds for Swiss & Global and is an investor in his own strategies. Enzo incorporates a top down view in his investment strategy. Besides his career his interests are skiing, theatre and music.

Bogdan Manescu

Currently based in Zürich, Bogdan Manescu is a portfolio manager at Swiss & Global Asset Management. He joined the company in 2009 and specialises in fixed income. Since 2010 he has managed the Julius Baer BF Total Return fund, and also runs institutional mandates and uses a macro, fundamental investment style. Born in Bucharest in Romania, Manescu has a Master’s degree in econometrics from the University of Technology in Darmstadt, Germany and a PhD from the University of St. Gallen. Bogdan is a member of the CFA Institute and enjoys tennis and skiing outside of work.

Objective

The fund is suitable for investors wishing to invest in an actively managed global bond portfolio. The aim of the fund is to achieve steady positive returns through interest income and capital gains by investing predominantly in government and corporate bonds worldwide. Dynamic risk allocation is intended to actively increase expected returns, but not risk, over time.

Performance

Absolute Return over : 31/08/2013 - 31/08/2014
  • Rank 12/33 Total Return
  • Rank 17/33 Standard Deviation
  • Rank 18/33 Max Drawdown
Fund Name Loss
16 HCM Kathrein Pfandbrief + R T

-0.8%

17 BlueBay Invest Grade Abs Rtn Bd B EUR

-0.8%

18 Julius Baer BF Total Return-EUR B

-1.0%

19 Vontobel Fund Absolute Return Bond (EUR) B

Currency exposure is hedged

Currency exposure is hedged

-1.1%

20 Legg Mason Brandywine Gl Fxd Inc Abs PrmrEURAccHdg

Currency exposure is hedged

Currency exposure is hedged

-2.1%

20 Bantleon Opportunities S IA dist

-2.1%

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 4.2% 1.8% 1.7% 0.7%
2013 -1.5% -0.2% -0.9% -0.3% -0.1%
2012 8.2% 4.0% -0.2% 2.5% 1.8%
2011 1.2% 1.6% 1.1% -2.5% 1.0%
2010 7.4% 2.8% 0.9% 2.7% 0.8%
2009 9.0% -0.4% 3.6% 2.6% 3.0%
2008 -2.3% 1.2% -1.7% 0.1% -1.9%
2007 -0.5% 0.1% -1.4% 0.4% 0.3%
2006 -4.3% -3.3% -2.9% 2.4% -0.4%
2005 6.1% 1.5% 5.6% -0.9% -0.1%
2004 2.5% 3.9% -1.9% 1.5% -0.9%
2003 -4.3% -1.3% -0.9% 0.0% -2.1%
2002 -0.1% 0.3% -1.9% 3.3% -1.7%
2001 4.3% 3.4% 2.6% -0.7% -1.0%
2000 5.9% 3.6% -0.5% 4.7% -1.9%
1999 6.8% 4.0% 0.2% -1.0% 3.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Cyprus
  5. Estonia
  6. France
  7. Germany
  8. Italy
  9. Latvia
  10. Liechtenstein
  11. Lithuania
  12. Luxembourg
  13. Netherlands
  14. Portugal
  15. Spain
  16. Sweden
  17. Switzerland
  18. United Kingdom

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