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Candriam Bonds Total Return Defensive C Cap

Classé 108 sur 194 en - Global sur 12 mois
All calculations are in EUR unless stated

Géré par

Nicolas Forest

Nicolas Forest has been global head of fixed income management at Candriam since 2013. His first role was as an assistant structured products manager at CDC-Ixis in 2003, before joining Candriam in 2004 as a money market fund manager. In 2008 he was appointed head of rates strategy and in 2012 head of rates & forex strategy. Nicolas has master’s degrees in economics and finance from the University of the Sorbonne in Paris, and a Bachelors degree in philosophy from the same university.

Alain Péters

Alain Péters has been a senior fixed income at Candriam since September 2011. He started his career at Group Brussels Lambert in 1985, before joining JP Morgan in 1988 where he spent six years. In 1994 he moved to Banque Paribas Belgium ALM, becoming a senior institutional portfolio manager a year later. In 1998 he was appointed Candriam’s global head of institutional portfolio management, and in 2003 head of global strategy and funds management, as well as head of Candriam's fund selection unit. In 2009 he moved into project development within the company, before assuming his current role in late 2011. Alain has a civil engineering degree from the Université Libre de Bruxelles in Belgium and an MBA specialising in finance from the same university’s Institut Solvay, and has successfully completed the JP Morgan Global Financial markets training program in New York.

Objectif

This sub-fund seeks to provide the investor with an absolute return by investing in debt securities (and / or equivalent securities), selected by the management team on a discretionary basis, with an overall duration not exceeding 2 years.The assets of the fund are mainly invested in debt securities (bonds and other assimilable securities), which may be fixed or floating rate, indexed, subordinated or guaranteed by assets. These securities are issued by private sector issuers, issued or guaranteed by governments, international and supranational organizations, public authorities and semi-public issuers.

Performance

Global sur : 31/07/2017 - 31/07/2018
  • Classement 108/194 Rendement total
  • Classement 6/194 Ecart-type
  • Classement 25/194 Perte maximale
Nom du fonds Currency Risque
4 G FUND - Alpha Fixed Income NC EUR

0,7

5 SEB Green Bond Fund C EUR EUR

0,7

6 Candriam Bonds Total Return Defensive C Cap EUR

0,7

7 PIMCO GIS Low Duration Gl Inv Gr Cr E H EUR Acc

La position de change est couverte

La position de change est couverte

EUR

0,7

7 BlackRock Defensive Yield D EUR Acc EUR

0,7

Rendement total

Performance trimestrielle

au 30/06/2018 Annuel T1 T2 T3 T4
2018 -0,5% -0,7%
2017 0,2% 0,1% 0,0%

Performance mensuelle

Rendement vs Risque

Enregistré à la vente

  1. Autriche
  2. France
  3. Allemagne
  4. Luxembourg
  5. Espagne

Information sur le fonds

  • Date de lancement30/03/2017
  • Taille de la share class02Mn
  • Devise de baseEUR
  • Code ISIN LU1511857549

Information pour achat

  • Minimum investissement de départ0
  • Montant minimum de versements périodiques0

Frais

  • Gestion annuelle0,50%
  • Investissement de départ0,50%

La performance est pour la période indiquée (fin de mois à fin de mois, offre/offre, revenu brut réinvesti, calculée dans la devise indiquée).