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SGKB (Lux) Fund - Obligationen EUR B

Ranked 56 out of 173 in - Euro over 12 months
All calculations are in EUR unless stated

Managed by

Patrick Häfeli

Patrick Häfeli runs fixed income funds at Hyposwiss where he has worked since 2008. He describes his investment style as a macro, benchmark-aware view. Patrick uses derivatives in his strategy, including futures, options and interest rate swaps. Prior to joining Hyposwiss, he developed his career at Credit Suisse for nearly ten years. He studied Banking and Finance at the University of Applied Sciences of Business Administration and is CFA Charterholder.

Objective

The fund is a bond fund which invests in government and corporate bonds of prime and medium quality, which are denominated at least two thirds in EUR. The fund holds an average of between 60-80 positions depending on the market situation. The fund is suitable for conservative investors, who wish to make investments in government and corporate bonds in EUR.

Showing fund performance in Luxembourg View performance globally

Performance

Euro over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.5% 0.2%
2017 -0.3% -0.4% -0.3% 0.4% 0.0%
2016 2.3% 1.9% 0.8% 0.9% -1.3%
2015 -0.6% 0.9% -2.3% 0.2% 0.6%
2014 5.6% 1.5% 1.5% 1.4% 1.1%
2013 0.0% 0.0% -0.9% 0.8% 0.1%
2012 7.5% 2.4% 1.1% 2.1% 1.6%
2011 3.7% -1.3% 1.8% 2.8% 0.4%
2010 1.7% 1.4% -1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date22/01/2010
  • Share Class size04Mn
  • Base currencyEUR
  • ISIN LU0466400123

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.70%

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