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EV Intl (Cayman) Short Dur Strategic Income A

Ranked 113 out of 152 in - Global Flexible over 12 months
All calculations are in USD unless stated

Managed by

Eric Stein

Eric Stein is a vice president of Eaton Vance Management, co-director of global income and portfolio manager in Eaton Vance’s global income group. He originally joined Eaton Vance in 2002 and rejoined the company in 2008. Eric previously worked on the Markets Desk of the Federal Reserve Bank of New York. He has additional experience at Citigroup Alternative Investments. Eric earned a B.S., cum laude, from Boston University and an MBA, with honors, from the University of Chicago Booth School of Business. He is a CFA charterholder and a member of the Boston Committee on Foreign Relations, Boston Economic Club, Business Associates Club, Enterprise Club, AEI Boston Council and Boston Security Analysts Society.

Andrew Szczurowski

Andrew Szczurowski is a vice president of Eaton Vance Management and portfolio manager on Eaton Vance’s global income team. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s mortgage-backed securities strategies. He joined Eaton Vance in 2007. Andrew began his career in the investment management industry in 2005. Before joining Eaton Vance, he was affiliated with BNY Mellon. Andrew earned a B.S., cum laude, from Peter T. Paul College of Business and Economics at the University of New Hampshire. He is a member of the Boston Security Analysts Society and is a CFA charterholder.

Objective

To seek total return. Total return is defined as income plus capital appreciation. The Fund seeks to achieve its investment objective primarily by allocating its assets among the Portfolios, managed by Eaton Vance and its affiliates that invest in various asset classes, but also may invest in securities and other instruments directly. In making allocation decisions, the Funds portfolio managers take market and other factors into consideration.

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

Performance

Global Flexible over : 31/01/2017 - 31/01/2018
  • Rank 113/152 Total Return
  • Rank 36/152 Standard Deviation
  • Rank 1/152 Max Drawdown
Fund Name Currency Return
112 BGF Fixed Income Gbl Opportunities A2 USD

Currency exposure is hedged

Currency exposure is hedged

USD

4.8%

113 EV Intl (Cayman) Short Dur Strategic Income A USD

4.8%

114 Wellington Global Strategic Credit USD S Acc

Currency exposure is hedged

Currency exposure is hedged

USD

4.7%

115 Janus Henderson HF Total Return Bond A2 HUSD

Currency exposure is hedged

Currency exposure is hedged

USD

4.5%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 4.0% 1.7% 1.1% 0.4% 0.8%
2016 5.0% -0.7% 0.6% 2.9% 2.1%
2015 -1.6% 1.7% 0.1% -4.0% 0.7%
2014 3.5% 1.2% 1.7% 1.0% -0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Singapore

Fund Info

  • Launch date04/11/2005
  • Share Class size76Mn
  • Base currencyUSD
  • ISIN KYG291634361

Purchase Info

  • Min. initial investment5,000
  • 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).