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Evli Corporate Bond B

Ranked 291 out of 312 in - Euro Corporates over 12 months
All calculations are in EUR unless stated

Managed by

Mikael Lundström

Born in Helsinki, Mikael Lundström studied in his home city, graduating with an MSc in Finance from the Hanken School of Economics. He joined Evli in 1996 as a fixed income quantitative analyst and, since then, he has been portfolio manager of government bonds and portfolio manager of credits, before taking up his current role as head of fixed income in 2004. Mikael’s investment styles are credit analysis and bond asset allocation, and he also adopts a top-down view into the portfolio, whilst using derivatives mainly for hedging purposes. Outside of work Mikael is a keen skier.

Objective

The fund invests in euro-denominated bonds issued by European companies and banks. The investments will be made in bonds with both higher and lower credit ratings. Credit rating will be on average at least BBB-. The fund aims to invest 75% in investment grade bonds and 25% in high yield bonds. Max 20% may be invested in investments with no official credit rating. The fund may also invest its assets in derivatives contracts. The fund hedges the currency risk associated with non-euro denominated investments.

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

Performance

Euro Corporates over : 31/03/2017 - 31/03/2018
  • Rank 291/312 Total Return
  • Rank 3/312 Standard Deviation
  • Rank 3/312 Max Drawdown
Fund Name Currency Return
289 CIC CH High Yields Bond CHF Primus B USD

3.3%

290 eQ Euro Investment Grade 1 K

Currency exposure is hedged

Currency exposure is hedged

EUR

3.0%

291 Edmond de Rothschild Euro Sustainable Credit C

Currency exposure is hedged

Currency exposure is hedged

EUR

2.5%

291 Evli Corporate Bond B

Currency exposure is hedged

Currency exposure is hedged

EUR

2.5%

293 ESPA BOND CORPORATE BB T

Currency exposure is hedged

Currency exposure is hedged

EUR

2.1%

293 Jyske Invest Hojt Ratede Virksomhedsobl KL

Currency exposure is hedged

Currency exposure is hedged

DKK

2.1%

Fund Name Currency Risk
1 Bati Credit Plus

Currency exposure is hedged

Currency exposure is hedged

EUR

0.8

2 YCAP Corporate Opportunity Fund B

Currency exposure is hedged

Currency exposure is hedged

EUR

1.2

3 JAR Capital Sustainable Income UI - D USD USD

1.5

3 Evli Corporate Bond B

Currency exposure is hedged

Currency exposure is hedged

EUR

1.5

5 Danske Invest Eng Euro Inv Grd Corp Bonds Restr KL

Currency exposure is hedged

Currency exposure is hedged

DKK

1.6

Fund Name Currency Loss
1 Bati Credit Plus

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.5%

2 eQ Euro Investment Grade 1 K

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.5%

3 Evli Corporate Bond B

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.7%

4 Danske Invest Eng Euro Inv Grd Corp Bonds Restr KL

Currency exposure is hedged

Currency exposure is hedged

DKK

-0.8%

5 Nordea Inst Foretagsobligationsfonden utd

Currency exposure is hedged

Currency exposure is hedged

SEK

-0.9%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.5%
2017 4.5% 1.4% 1.2% 1.1% 0.8%
2016 5.3% 1.2% 1.0% 2.4% 0.6%
2015 0.1% 1.9% -2.4% -1.3% 2.0%
2014 5.6% 2.3% 2.1% 0.3% 0.8%
2013 5.0% 0.7% -0.1% 2.2% 2.2%
2012 13.8% 5.2% 0.8% 3.7% 3.5%
2011 1.5% 1.0% 1.4% -2.5% 1.7%
2010 5.7% 3.8% -0.8% 3.7% -1.0%
2009 25.2% 2.3% 10.2% 8.4% 2.4%
2008 -10.8% -2.2% -0.2% -2.0% -6.7%
2007 -1.2% 0.9% -0.7% -0.7% -0.7%
2006 2.2% -0.6% -0.6% 2.6% 0.7%
2005 4.4% 0.6% 2.6% 1.1% 0.1%
2004 7.7% 2.5% -0.5% 2.9% 2.6%
2003 10.0% 2.4% 4.8% 0.9% 1.5%
2002 7.5% 0.5% 1.6% 1.5% 3.8%
2001 5.8% 3.4% -0.1% 0.7% 1.7%
2000 4.2% 1.4% -0.1% 0.9% 2.0%
1999 0.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. France
  3. Norway
  4. Spain
  5. Sweden

Fund Info

  • Launch date15/09/1999
  • Share Class size373Mn
  • Base currencyEUR
  • ISIN FI0008801097
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management0.85%
  • Initial investment0.85

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