Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

UBAM Unconstrained Bond IPC EUR

Ranked 17 out of 36 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 : 30/04/2017 - 30/04/2018
  • Rank 17/36 Total Return
  • Rank 27/36 Standard Deviation
  • Rank 23/36 Max Drawdown
Fund Name Currency Return
15 Janus Henderson HF Total Return Bond A2 EUR SEK

9.7%

16 BGF Fixed Income Gbl Opportunities A2 EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

SEK

9.7%

17 UBAM Unconstrained Bond IPC EUR SEK

9.6%

18 Carmignac Pfl Unconstrained Glbl Bd A EUR acc SEK

9.6%

19 Schroder ISF Strategic Bond EUR Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

SEK

9.4%

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

Currency exposure is hedged

Currency exposure is hedged

SEK

-2.7%

22 Schroder ISF Strategic Bond EUR Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

SEK

-2.8%

23 UBAM Unconstrained Bond IPC EUR SEK

-2.9%

24 Franklin Strategic Income A (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

SEK

-2.9%

24 Jupiter JGF Dynamic Bond I EUR Acc SEK

-2.9%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 4.3%
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

Related News

UBP launches credit fund for global fixed income head

Citywire + rated manager set to oversee new benchmark-agnostic approach designed to capitalise on low rates environment.

CoCos are a minefield, says UBP's global fixed income head

Citywire + rated Christel Rendu de Lint voices concern investors are underestimating the complicated nature of these debt instruments.

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