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Nordea 1 US Bond Opportunities HBI EUR

Ranked 18 out of 47 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 : 31/08/2017 - 31/08/2018
  • Rank 18/47 Total Return
  • Rank 8/47 Standard Deviation
  • Rank 10/47 Max Drawdown
Fund Name Currency Return
16 Amundi SICAVII US Dollar Aggregate Bd R ND Hdg EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.7%

17 Focused SICAV - High Grade Bond USD (EURh) F-a

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.7%

18 Nordea 1 US Bond Opportunities HBI EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.9%

19 Amundi Funds II US Dollar AggregateBd A ND Hdg EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.1%

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

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.1%

Fund Name Currency Risk
6 BBVA Durbana IF Global Bond Fund A EUR Cap EUR

1.2

7 AB FCP I-American Income Portfolio AT EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

1.4

8 Nordea 1 US Bond Opportunities HBI EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.5

9 DB Fixed Income Opportunities ADV (EUR) EUR

1.5

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

Currency exposure is hedged

Currency exposure is hedged

EUR

1.6

Fund Name Currency Loss
8 Focused SICAV - High Grade Bond USD (EURh) F-a

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.9%

9 Amundi SICAVII US Dollar Aggregate Bd R ND Hdg EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.0%

10 Nordea 1 US Bond Opportunities HBI EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.1%

11 Amundi Funds II US Dollar AggregateBd A ND Hdg EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.3%

12 PARVEST Bond USD Short Duration C H EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.4%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.5% -0.5%
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 size18Mn
  • Base currencyEUR
  • ISIN LU1002952882
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Annual management0.45%

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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).