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Evli Short Corporate Bond B

Ranked 2 out of 6 in - Euro Corporates Short Term over 12 months
All calculations are in EUR unless stated

Managed by

Juhamatti Pukka

Juhamatti Pukka is a portfolio manager at Evli Fund Management based in Helsinki. He joined the firm in 2008 initially as a dealer in fixed income before joining the fixed income management team in 2011. Juhamatti invests in Euro corporate short-term bonds, using a fundamental investment style. He graduated from Aalto University School of Business with an MA in Finance and outside of fund management he enjoys ice hockey and hunting.

Objective

The fund invests in euro-denominated bonds with a short and medium-length remaining maturity issued by European companies and banks, and in other interest-bearing investments. The investments will be made in bonds with both higher and lower credit ratings. The investments' credit rating will be on average at least B- .The fund may also invest its assets in derivatives contracts. The fund hedges the currency risk associated with non-euro-denominated investments.

Showing fund performance in Sweden View performance globally

Performance

Euro Corporates Short Term over : 31/05/2016 - 31/05/2017
  • Rank 2/6 Total Return
  • Rank 3/6 Standard Deviation
  • Rank 1/6 Max Drawdown
Fund Name Currency Return
1 Muzinich EnhancedYield Short-Term R EUR Acc Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

3.1%

2 Evli Short Corporate Bond B

Currency exposure is hedged

Currency exposure is hedged

EUR

2.6%

3 Oddo Compass Euro Credit Short Duration DP-EUR EUR

2.5%

4 Amundi Fds Bond Euro Corporate Short Term - AE (C) EUR

2.0%

5 Pictet-EUR Short Term Corporate Bonds-P EUR

0.8%

Fund Name Currency Risk
1 Pictet-EUR Short Term Corporate Bonds-P EUR

0.5

2 UBS (Lux) Bond S - Short Term EUR Corp (EUR) P-a EUR

0.7

3 Evli Short Corporate Bond B

Currency exposure is hedged

Currency exposure is hedged

EUR

0.8

4 Oddo Compass Euro Credit Short Duration DP-EUR EUR

1.0

5 Muzinich EnhancedYield Short-Term R EUR Acc Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

1.1

Fund Name Currency Loss
1 Evli Short Corporate Bond B

Currency exposure is hedged

Currency exposure is hedged

EUR

0.0%

2 Oddo Compass Euro Credit Short Duration DP-EUR EUR

-0.1%

3 Pictet-EUR Short Term Corporate Bonds-P EUR

-0.3%

4 Muzinich EnhancedYield Short-Term R EUR Acc Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.4%

5 UBS (Lux) Bond S - Short Term EUR Corp (EUR) P-a EUR

-0.4%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 0.5%
2016 2.7% 0.6% 0.6% 1.1% 0.4%
2015 1.5% 0.9% -0.1% -0.2% 0.9%
2014 2.2% 0.8% 0.8% 0.3% 0.3%
2013 2.9% 0.4% 0.5% 1.0% 1.0%
2012 2.1% 1.6%
2006 0.6% 0.4% 0.8%
2005 2.3% 0.5% 0.5% 0.7% 0.5%
2004 2.6% 1.2% 0.0% 0.7% 0.7%
2003 2.3% 0.7% 1.0% 0.4% 0.2%
2002 4.7% 0.3% 1.5% 2.1% 0.8%
2001 4.9% 1.6% 0.5% 2.0% 0.7%
2000 5.0% 1.3% 0.6% 0.9% 2.2%
1999 0.3% 0.3% -0.1% -0.4% 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. France
  3. Italy
  4. Spain
  5. Sweden

Fund Info

  • Launch date30/09/1997
  • Share Class size1,179Mn
  • Base currencyEUR
  • ISIN FI0008800511
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.55%

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