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Candriam Bonds Total Return Defensive C Cap

Classé 85 sur 195 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

Fund invests in bonds and other debt securities denominated in developed countries' currencies or in emerging countries' currencies issued by private issuers, issued or guaranteed by States, international and supranational organisations and public entities and semi-public issuers. The fund's exposure to riskier assets (emerging bonds, high yield bonds rated below BB / Ba2) will thus be contained between -5% and 30% of net assets. The duration, ie the sensitivity of the fund to changes in interest rates, may vary -1.5 years and +3 years.

Performance

Global sur : 30/09/2017 - 30/09/2018
  • Classement 85/195 Rendement total
  • Classement 7/195 Ecart-type
  • Classement 25/195 Perte maximale
Nom du fonds Currency Rendement total
85 Candriam Bonds Total Return Defensive C Cap EUR

-1,3%

86 JB Fixed Income Investment Grade Corp (USD) EUR Bh

La position de change est couverte

La position de change est couverte

EUR

-1,4%

87 PIMCO GIS Global Bond Inst EUR Hdg Acc

La position de change est couverte

La position de change est couverte

EUR

-1,4%

87 BNP Paribas L1 Bond World Plus Classic Cap EUR

-1,4%

87 Obligation Capital R EUR EUR

-1,4%

Nom du fonds Currency Risque
5 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

6 Union Spread Court Terme C EUR

0,7

7 Candriam Bonds Total Return Defensive C Cap EUR

0,7

8 BlackRock Defensive Yield D EUR Acc EUR

0,7

9 Strategie Rendement EUR

0,7

9 AXA IM WaveCatBondsA Cap EUR H

La position de change est couverte

La position de change est couverte

EUR

0,7

Nom du fonds Currency Perte
23 Eparinter - Euro Bond EUR

-1,4%

24 Wellington Global Bond EUR S Acc Hdg

La position de change est couverte

La position de change est couverte

EUR

-1,5%

25 Candriam Bonds Total Return Defensive C Cap EUR

-1,5%

26 Barclays GlobalBeta Portfolio 1 AA EUR

La position de change est couverte

La position de change est couverte

EUR

-1,6%

27 Legg Mason WA Short Duration HI Bd A Acc Hdg EUR

La position de change est couverte

La position de change est couverte

EUR

-1,6%

Rendement total

Performance trimestrielle

au 30/09/2018 Annuel T1 T2 T3 T4
2018 -0,5% -0,7% -0,2%
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).