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PrivilEdge H2O High Conviction Bonds SH GBP PA

Ranked 1 out of 119 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Vincent Chailley

Bruno Crastes

A mathematics graduate from the University of Lyon, and a qualified actuary, Bruno Crastes started his career in finance as a proprietary trader on the global bond markets for Banque Louis Dreyfus in 1988. He began managing global fixed income portfolios at Crédit Agricole Asset Management in 1990 and his quick rise through the ranks at the company saw him appointed head of international fixed income in 1997 following the merger between Indosuez Asset Management and Segespar, the predecessor of CA Asset Management. Crastes was made CIO and deputy CEO of CAAM’s London operation in November 2002. In 2010 he set up H2O Asset Management alongside Vincent Chailley.

Objective

The Sub-Fund aims to generate capital growth over the medium term by outperforming the JP Morgan Government Bond Index Broad. It invests in bonds and debt securities, issued by governments or private companies, irrespective of their credit quality, currency and country of origin (developed or emerging markets). It will actively use derivative instruments and transactions involving the temporary purchase and sale of securities.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/04/2017 - 30/04/2018
  • Rank 1/119 Total Return
  • Rank 119/119 Standard Deviation
  • Rank 86/119 Max Drawdown
Fund Name Currency Return
1 PrivilEdge H2O High Conviction Bonds SH GBP PA

Currency exposure is hedged

Currency exposure is hedged

GBP

18.6%

2 BlueBay Financial Capital Bond C GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

15.7%

3 Legg Mason Brandywine GlOpp FxdInc X GBP Dis M Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

5.3%

4 MI TwentyFour - Monument Bond I Acc Gross GBP

3.8%

5 UBP PG SICAV Active Income UPHD GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

3.5%

Fund Name Currency Risk
115 HSBC GIF Global Bond AC GBP GBP

7.7

116 Capital Group Global Bond (LUX) C GBP GBP

7.7

117 Insight Global (ex-UK) Bond S GBP Acc GBP

7.7

118 Capital Group Gl Intermediate Bond (Lux) C GBP GBP

8.6

119 PrivilEdge H2O High Conviction Bonds SH GBP PA

Currency exposure is hedged

Currency exposure is hedged

GBP

10.7

Fund Name Currency Loss
84 Legg Mason BW Global Sov Crdt BW Pr GBP Acc Hdg AH

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.0%

85 Invesco Perpetual Global Bond Inc GBP

-4.3%

86 PrivilEdge H2O High Conviction Bonds SH GBP PA

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.6%

87 Thesis PM A Acc GBP

-4.7%

88 StrattonStreet UCITS-NFA Global Bond Fd UI QDGBP GBP

-4.8%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 7.1%
2017 7.4% 2.8% 0.1% 2.1% 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. France
  3. Germany
  4. Liechtenstein
  5. Luxembourg
  6. Netherlands
  7. Spain
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date25/10/2017
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN LU1525845472
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment0

Charges

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