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Protea Fund - BAM Global Bonds R EUR

Ranked 270 out of 331 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Yvan Mencattini

Objective

The objective of the Sub-Fund is to provide the investors with long-term capital appreciation of their investment mainly through all opportunities across the fixed income universe denominated in any currency. To achieve this, the Compartment will mainly invest in worldwide debt securities (including convertible bonds of any type) issued by corporate or sovereign issuers; and having a minimum credit rating of BB-.

Showing fund performance in Luxembourg View performance globally

Performance

Global over : 31/12/2016 - 31/12/2017
  • Rank 270/331 Total Return
  • Rank 196/331 Standard Deviation
  • Rank 258/331 Max Drawdown
Fund Name Currency Return
268 DWS ESG Global-Gov Bonds LC EUR

-1.7%

269 Pioneer Funds Global Aggregate Bd H Dis Hdg EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.7%

270 Protea Fund - BAM Global Bonds R EUR EUR

-1.9%

271 WMP I SICAV - Resource Income Fund A EUR

-2.0%

272 VG Sicav - Global Bond A EUR EUR

-2.4%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 -1.9% 0.2% -1.1% -0.7% -0.3%
2016 5.4% 0.5% 2.0% 2.0% 0.8%
2015 1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Switzerland

Fund Info

  • Launch date31/08/2015
  • Share Class size03Mn
  • Base currencyEUR
  • ISIN LU1280945558

Purchase Info

  • Min. initial investment1
  • 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).