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Wells Fargo (Lux) Worldwide Fd Dyn Crd Fd EUR I D

Ranked 13 out of 15 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Henrietta Pacquement

Henrietta Pacquement is a graduate of Cambridge University. She is currently a portfolio manager at ECM Asset Management, having spent four years at AXA Investment Managers as a quantitative analyst. In 2006, she moved to Barclays Global Investors where she served in the same role, and a year later joined ECM. Outside of fund management, she enjoys tennis and the cinema. Henrietta is a CFA Charterholder.

Alex Temple

Objective

The Fund aims to provide superior risk adjusted returns from the credit market through both active asset allocation and exploiting relative value opportunities. The Fund will invest on a global basis in order to take advantage of relative value and diversification opportunities. The Fund invests primarily in the debt obligations of investment grade issuers but may also have exposure to sub-investment grade securities.

Showing fund performance in Sweden View performance globally

Performance

Europe over : 31/08/2017 - 31/08/2018
  • Rank 13/15 Total Return
  • Rank 13/15 Standard Deviation
  • Rank 13/15 Max Drawdown
Fund Name Currency Return
11 Amundi Fds Bond Europe - AE (C) EUR

-0.7%

12 Jyske Invest European Bonds CL EUR

-1.1%

13 Wells Fargo (Lux) Worldwide Fd Dyn Crd Fd EUR I D

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.5%

14 Franklin European Total Return A (Mdis) EUR EUR

-3.0%

15 Lyxor Debt Fund- European Senior Debt Fund A C EUR

-17.6%

Fund Name Currency Loss
11 Jyske Invest European Bonds CL EUR

-2.0%

12 Franklin European Total Return A (Mdis) EUR EUR

-3.0%

13 Wells Fargo (Lux) Worldwide Fd Dyn Crd Fd EUR I D

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.3%

14 Amundi Fds Bond Europe - AE (C) EUR

-4.0%

15 Lyxor Debt Fund- European Senior Debt Fund A C EUR

-18.4%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.8% -1.8%
2017 4.1% 1.0% 1.8% 0.6% 0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. France
  3. Germany
  4. Ireland
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Norway
  9. Spain
  10. Sweden
  11. United Kingdom

Fund Info

  • Launch date02/12/2016
  • Share Class size05Mn
  • Base currencyEUR
  • ISIN LU0861002151
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • Initial investment0.00%

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