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CS (Lux) Corporate Short Duration EUR Bd Fd B

Ranked 83 out of 222 in - Euro Short Term over 12 months
All calculations are in USD unless stated

Managed by

Romeo Sakac

Romeo Sakac is a senior fixed income portfolio manager and the lead portfolio manager of the fixed income corporate short duration strategies at Credit Suisse Asset Management. Romeo joined Credit Suisse Asset Management in 2012 from Clariden Leu Asset Management, where he was head of liquidity solutions. He holds a Federal VET Diploma in commerce and a certificate of Advanced Studies (CAS) in financial mathematics and statistics from Lucerne University of Applied Sciences and Arts (Switzerland).

Objective

This Bond Fund is actively managed aiming to outperform the return of the 3-month Libor EUR benchmark. The portfolio and the performance of the Fund can deviate from the benchmark. The Fund invests mainly in fixed income securities with a maturity between 1 and 5 years of corporate issuers which have a minimum credit rating of BBB- (Standard & Poors). Investments in fixed income securities of issuers denominated in EUR will account for a larger proportion than investments in fixed income securities in other currencies.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Euro Short Term over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 14.2% 1.6% 6.8% 3.9% 1.2%
2016 -1.8% 5.7% -2.1% 1.5% -6.6%
2015 -11.3% -10.7% 2.3% -0.3% -2.5%
2014 -10.2% 0.9% 0.2% -7.2% -4.2%
2013 5.4% -2.4% 0.9% 4.8% 2.1%
2012 8.7% 6.2% -4.7% 3.5% 3.7%
2011 -4.6% 6.0% 2.6% -9.6% -2.9%
2010 -3.9% -3.3% -9.9% 13.6% -2.9%
2009 19.4% -7.9% 17.3% 10.5% 0.0%
2008 -12.9% 7.5% 0.4% -13.0% -7.3%
2007 11.9% 1.6% 1.9% 5.4% 2.6%
2006 13.8% 2.6% 5.9% 0.0% 4.8%
2005 -11.8% -4.1% -6.0% 0.1% -2.2%
2004 10.4% -1.7% -0.9% 3.0% 10.2%
2003 23.0% 4.7% 6.0% 1.8% 8.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Czech Republic
  4. Finland
  5. France
  6. Germany
  7. Gibraltar
  8. Greece
  9. Hungary
  10. Italy
  11. Liechtenstein
  12. Luxembourg
  13. Netherlands
  14. Norway
  15. Portugal
  16. Singapore
  17. Spain
  18. Sweden
  19. Switzerland

Fund Info

  • Launch date13/12/2002
  • Share Class size118Mn
  • Base currencyEUR
  • ISIN LU0155951089

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.60%

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