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Nordea 1 US Bond Opportunities HBI EUR

Ranked 20 out of 45 in - US Dollar over 12 months
All calculations are in EUR unless stated

Managed by

Jeffrey Gundlach

Objective

The funds objective is to maximise current income and total return over a full market cycle through both income and price appreciation. The fund is benchmarked against the Barclays Capital US Aggregate Bond Index. While the major part of bonds and debt instruments the fund invests in consists of U.S.-dollar denominated corporate bonds rated Baa3/BBB- or higher, U.S. Top-down active management of exposure to specific market segments combined with bottom-up security selection forms the cornerstone of the expected excess return of the strategy.

Showing fund performance in Luxembourg View performance globally

Performance

US Dollar over : 31/12/2016 - 31/12/2017
  • Rank 20/45 Total Return
  • Rank 12/45 Standard Deviation
  • Rank 16/45 Max Drawdown
Fund Name Currency Return
18 T Rowe US Aggregate Bond Ih (EUR) EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.8%

19 Focused SICAV-High Grade Long Term Bd USD(EURh)Fa

Currency exposure is hedged

Currency exposure is hedged

EUR

1.5%

20 Nordea 1 US Bond Opportunities HBI EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.3%

21 MFS Meridian Funds-US Total Return Bond AH1 EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.1%

22 JPM US Aggregate Bond D Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

1.0%

Fund Name Currency Risk
10 JPM US Aggregate Bond D Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

1.3

10 Goldman Sachs US Mtg Backed Secs Pf I Acc EUR-H

Currency exposure is hedged

Currency exposure is hedged

EUR

1.3

12 TCW Funds - Metwest Total Return Bond Fund AEHE C

Currency exposure is hedged

Currency exposure is hedged

EUR

1.4

12 Nordea 1 US Bond Opportunities HBI EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.4

14 Amundi Fds US Aggregate - IHE (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

1.4

14 Schroder ISF US Dollar Bond EUR Hdg I Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

1.4

Fund Name Currency Loss
14 Legg Mason WA US Core Plus Bond Pr Acc Hdg EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.8%

15 Aberdeen Global II - US Dollar Credit Bond I1 EUR EUR

-0.9%

16 Nordea 1 US Bond Opportunities HBI EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.0%

17 Goldman Sachs US Mtg Backed Secs Pf I Acc EUR-H

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.1%

18 TCW Funds - Metwest Total Return Bond Fund AEHE C

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.1%

18 MFS Meridian Funds-US Corporate Bond AH1 EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.1%

18 AB FCP I-American Income Portfolio AT EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.1%

18 PIMCO GIS Total Return Bond Inst EUR Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.1%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 1.3% 0.3% 1.2% 0.2% -0.5%
2016 -0.3% -4.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Luxembourg
  4. Switzerland

Fund Info

  • Launch date04/04/2016
  • Share Class size14Mn
  • Base currencyEUR
  • ISIN LU1002952882
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment75,000
  • Min. regular additional investment0

Charges

  • Annual management0.45%

Related News

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