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RWC Core Plus A GBP

Ranked 5 out of 33 in - Bond Strategies over 12 months
All calculations are in GBP

Managed by

Davide Basile

Davide Basile graduated from the Imperial College where he gained a degree in Material Science Engineering. He was an employee at Morgan Stanley from 2001 working both within Private Wealth Management and the Investment Management Division. From 2005 until he left to join RWC where was responsible for the management of the convertible bond accounts with peak assets and the institutional convertible bond accounts. From 2003 to 2005 Davide worked on the Morgan Stanley Convertible Bond Funds. Prior to this he worked within the investor strategy group at Morgan Stanley Private Wealth Management where he was involved in the use of derivatives for portfolio protection.

Objective

To achieve a return in excess of the money markets, in the Sub-Fund Reference Currency, over a three year time horizon. To achieve the above objective, the Investment Manager will adjust asset allocation and country exposures to reflect market conditions and opportunities. This top-down positioning will be combined with bottom-up security selection. The Sub-Fund may invest in money market instruments, deposits with credit institutions, notes, bonds, convertible bonds, equities and warrants. The Sub-Fund portfolio may, at times, be concentrated in one or several types of assets and/or countries.

Performance

Bond Strategies over : 31/01/2014 - 31/01/2015
  • Rank 5/33 Total Return
  • Rank 20/33 Standard Deviation
  • Rank 6/33 Max Drawdown
Fund Name Return
3 GAM Star Emerging Market Rates GBP Acc

4.4%

4 GAM Star Local Emerging Market Rates FX GBP Acc

4.0%

5 RWC Core Plus A GBP

Currency exposure is hedged

Currency exposure is hedged

3.8%

6 Muzinich LongShortCreditYield GBP Acc Hedged

Currency exposure is hedged

Currency exposure is hedged

3.4%

7 BSF European Credit Strategies H2RF GBP

1.5%

Fund Name Risk
18 Threadneedle (Lux)-Global Opportunities Bond AGH

Currency exposure is hedged

Currency exposure is hedged

0.7

18 Schroder GAIA Avoca Credit GBP Hedged C Acc

Currency exposure is hedged

Currency exposure is hedged

0.7

20 RWC Core Plus A GBP

Currency exposure is hedged

Currency exposure is hedged

0.7

21 DB Platinum Loomis Sayles R1C-G

0.7

21 BSF European Credit Strategies H2RF GBP

0.7

21 PIMCO Credit Absolute Return Inst GBP Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

0.7

Fund Name Loss
4 JPM Income Opportunity A (perf) Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

-0.8%

5 Muzinich LongShortCreditYield GBP Acc Hedged

Currency exposure is hedged

Currency exposure is hedged

-0.8%

6 RWC Core Plus A GBP

Currency exposure is hedged

Currency exposure is hedged

-0.9%

7 PIMCO Select Unconstrained Bond Ret GBP Acc

-1.0%

8 PTR-Kosmos-HI GBP

-1.1%

Total Return

Quarterly Performance

to 01/01/2015 Annual Q1 Q2 Q3 Q4
2014 2.7% 1.1% 0.6% -0.4% 1.4%
2013 1.1% -0.5% -0.5% 0.2% 1.9%
2012 -1.0% -0.6% -0.2% 0.3% -0.5%
2011 -1.1% -0.9% -0.6% 1.5% -1.1%
2010 1.1% 0.8% -1.3% 1.5% 0.1%
2009 3.4% 1.0% 1.4% 0.8% 0.2%
2008 1.3% -0.1% -1.2% 0.2% 2.5%
2007 1.6% 0.9% 1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Italy
  3. Luxembourg
  4. Sweden
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date01/10/2013
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN LU0281101385
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment25,000
  • Min. additional investment0

Charges

Related News

RWC replenishes convertibles team after co-manager’s departure

Star convertible bonds manager David Basile has strengthened his team at RWC after losing his co-manager.

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