Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

Evli European High Yield B

Ranked 94 out of 102 in - Euro High Yield 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 focused on lower-credit-rated (high yield) bonds. The investments' credit rating will be on average BB+ or lower. 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 High Yield over : 31/03/2017 - 31/03/2018
  • Rank 94/102 Total Return
  • Rank 10/102 Standard Deviation
  • Rank 7/102 Max Drawdown
Fund Name Currency Return
92 JPMorgan Europe High Yield Bond (mth) - USD H

Currency exposure is hedged

Currency exposure is hedged

USD

4.3%

93 JPM Europe High Yield Short Dur Bond A Acc USD Hgd

Currency exposure is hedged

Currency exposure is hedged

USD

4.0%

94 Evli European High Yield B

Currency exposure is hedged

Currency exposure is hedged

EUR

3.9%

95 Tailor Target High Yield S

Currency exposure is hedged

Currency exposure is hedged

USD

3.4%

96 Pictet-EUR Short Term High Yield-HI USD

Currency exposure is hedged

Currency exposure is hedged

USD

3.3%

Fund Name Currency Risk
8 PPFII(PMGPartnersFundsII)-MRBHighYieldBondFundRUSD USD

2.0

9 JPMorgan Europe High Yield Bond (mth) - USD H

Currency exposure is hedged

Currency exposure is hedged

USD

2.2

10 Evli European High Yield B

Currency exposure is hedged

Currency exposure is hedged

EUR

2.3

11 Deka-CorporateBond High Yield Euro CF

Currency exposure is hedged

Currency exposure is hedged

EUR

2.3

12 UniInstitutional Euro Subordinated Bonds

Currency exposure is hedged

Currency exposure is hedged

EUR

2.7

Fund Name Currency Loss
5 UniInstitutional Global High Yield Bonds

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.8%

6 JPMorgan Europe High Yield Bond (mth) - USD H

Currency exposure is hedged

Currency exposure is hedged

USD

-0.8%

7 Evli European High Yield B

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.1%

8 UniInstitutional Euro Subordinated Bonds

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.5%

9 Robus German Credit Opportunities Fund A1S USD

-1.5%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.6%
2017 6.9% 2.4% 2.2% 1.6% 0.6%
2016 8.2% 1.1% 1.0% 3.5% 2.4%
2015 3.3% 3.4% -0.9% -1.6% 2.5%
2014 4.5% 2.6% 2.5% -1.5% 0.9%
2013 9.2% 1.4% 0.0% 3.9% 3.7%
2012 21.1% 8.8% -0.3% 5.5% 5.8%
2011 -3.8% 4.8% 0.5% -12.6% 4.6%
2010 15.5% 8.4% -4.1% 10.9% 0.3%
2009 61.8% 6.4% 24.2% 18.2% 3.6%
2008 -31.0% -6.1% 2.5% -7.9% -22.2%
2007 -1.6% 1.7% 0.1% -1.9% -1.5%
2006 7.8% 2.0% -0.2% 2.9% 2.9%
2005 5.1% 0.0% 1.2% 2.7% 1.1%
2004 12.0% 2.8% 0.2% 4.0% 4.6%
2003 17.6% 3.1% 7.1% 2.4% 4.1%
2002 -1.4% -1.2% -1.4% -4.7% 6.2%
2001 -1.3% -6.1% 6.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date15/03/2001
  • Share Class size835Mn
  • Base currencyEUR
  • ISIN FI0008803929
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Annual management0.95%

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