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UBAM Unconstrained Bond IPC EUR

Ranked 25 out of 35 in - Global Flexible over 12 months
All calculations are in SEK unless stated

Managed by

Philippe Gräub

Christel Rendu de Lint

Christel Rendu de Lint works at Union Bancaire Pivee as the head of fixed income. Christel has 20 years’ experience in economy and investments and is a specialist of developed bond markets. She has worked at the IMF and for the UK Treasury. She speaks French and English.

Objective

The Fund seeks to grow your capital and generate income primarily by investing in any kind of bonds, money market instruments, fixed income and currency derivatives. The Fund may invest up to 40 % of its nets assets in transferable securities of emerging countries or 50 % of its nets assets in high yield products. The Fund is allowed to invest without limits in currencies other than its base currency (EUR). The sub-fund is allowed to invest without limits in currencies other than its base currency (EUR). These investments will be hedged so that the currency risk is limited to 30% of the nets assets of sub-fund.

Showing fund performance in Sweden View performance globally

Performance

Global Flexible over : 31/01/2017 - 31/01/2018
  • Rank 25/35 Total Return
  • Rank 7/35 Standard Deviation
  • Rank 22/35 Max Drawdown
Fund Name Currency Return
23 AXA WF Global Strategic Bonds A C EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

SEK

4.4%

24 Schroder ISF Strategic Bond EUR Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

SEK

4.3%

25 UBAM Unconstrained Bond IPC EUR SEK

4.3%

26 AB SICAV I-Diversified Yield Plus Pf A2 EUR H

Currency exposure is hedged

Currency exposure is hedged

SEK

4.3%

27 Franklin Strategic Income A (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

SEK

3.8%

Fund Name Currency Risk
5 BGF Fixed Income Gbl Opportunities A2 EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

SEK

4.3

6 BGF Strategic Global Bond E2 EUR hedged

Currency exposure is hedged

Currency exposure is hedged

SEK

4.3

7 UBAM Unconstrained Bond IPC EUR SEK

4.3

8 AB SICAV I-Diversified Yield Plus Pf A2 EUR H

Currency exposure is hedged

Currency exposure is hedged

SEK

4.4

9 Morgan Stanley Global Fixed Income Opps AHX EUR

Currency exposure is hedged

Currency exposure is hedged

SEK

4.4

Fund Name Currency Loss
20 UBS (Lux) Bond S - Global Dynamic (USD)(EURh) P-a

Currency exposure is hedged

Currency exposure is hedged

SEK

-2.7%

21 Schroder ISF Strategic Bond EUR Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

SEK

-2.8%

22 UBAM Unconstrained Bond IPC EUR SEK

-2.9%

23 Jupiter JGF Dynamic Bond I EUR Acc SEK

-2.9%

23 Franklin Strategic Income A (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

SEK

-2.9%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 3.2% -0.3% 1.0% 0.5% 2.0%
2016 5.7% 0.9% 2.3% 2.8% -0.3%
2015 -3.2% -1.7% -0.6% 0.9% -1.8%
2014 8.5% 1.5% 2.8% -0.2% 4.2%
2013 -0.4% 2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Singapore
  9. Spain
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date20/06/2013
  • Share Class size407Mn
  • Base currencyEUR
  • ISIN LU0940721409

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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