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Evli Short Corporate Bond B

Ranked 33 out of 36 in - Euro Corporates Short Term over 12 months
All calculations are in EUR unless stated

Managed by

Juhamatti Pukka

Juhamatti Pukka is a portfolio manager at Evli Fund Management based in Helsinki. He joined the firm in 2008 initially as a dealer in fixed income before joining the fixed income management team in 2011. Juhamatti invests in Euro corporate short-term bonds, using a fundamental investment style. He graduated from Aalto University School of Business with an MA in Finance and outside of fund management he enjoys ice hockey and hunting.

Objective

The fund invests in euro-denominated bonds with a short and medium-length remaining maturity issued by European companies and banks, and in other interest-bearing investments. The investments will be made in bonds with both higher and lower credit ratings. The investments' credit rating will be on average at least B- .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 Short Term over : 31/03/2017 - 31/03/2018
  • Rank 33/36 Total Return
  • Rank 6/36 Standard Deviation
  • Rank 7/36 Max Drawdown
Fund Name Currency Return
31 Pictet-EUR Short Term Corporate Bonds-HI USD

Currency exposure is hedged

Currency exposure is hedged

USD

2.7%

32 Anaxis Short Duration U1

Currency exposure is hedged

Currency exposure is hedged

USD

1.9%

33 Evli Short Corporate Bond B

Currency exposure is hedged

Currency exposure is hedged

EUR

1.0%

34 ESPA RESERVE CORPORATE EUR T

Currency exposure is hedged

Currency exposure is hedged

EUR

0.5%

35 Aviva Investors Euro Credit 1-3 Hedged Duration C

Currency exposure is hedged

Currency exposure is hedged

EUR

0.1%

Fund Name Currency Risk
4 Ruecklagenfonds R

Currency exposure is hedged

Currency exposure is hedged

EUR

0.6

5 Pictet-EUR Short Term Corporate Bonds-HI USD

Currency exposure is hedged

Currency exposure is hedged

USD

0.6

6 Evli Short Corporate Bond B

Currency exposure is hedged

Currency exposure is hedged

EUR

0.8

7 Muzinich Enhancedyield Short-Term II Hdg USD Inc R

Currency exposure is hedged

Currency exposure is hedged

USD

1.0

7 Muzinich Enhancedyield Short-Term Hedged USD A Acc

Currency exposure is hedged

Currency exposure is hedged

USD

1.0

Fund Name Currency Loss
5 Muzinich Enhancedyield Short-Term II Hdg USD Inc R

Currency exposure is hedged

Currency exposure is hedged

USD

-0.3%

6 ESPA RESERVE CORPORATE EUR T

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.4%

7 Evli Short Corporate Bond B

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.4%

8 Ruecklagenfonds R

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.1%

9 Regard Credit Court Terme USD

-2.1%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.1%
2017 1.6% 0.5% 0.5% 0.5% 0.0%
2016 2.7% 0.6% 0.6% 1.1% 0.4%
2015 1.5% 0.9% -0.1% -0.2% 0.9%
2014 2.2% 0.8% 0.8% 0.3% 0.3%
2013 2.9% 0.4% 0.5% 1.0% 1.0%
2012 2.1% 1.6%
2006 0.6% 0.4% 0.8%
2005 2.3% 0.5% 0.5% 0.7% 0.5%
2004 2.6% 1.2% 0.0% 0.7% 0.7%
2003 2.3% 0.7% 1.0% 0.4% 0.2%
2002 4.7% 0.3% 1.5% 2.1% 0.8%
2001 4.9% 1.6% 0.5% 2.0% 0.7%
2000 5.0% 1.3% 0.6% 0.9% 2.2%
1999 0.3% 0.3% -0.1% -0.4% 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date30/09/1997
  • Share Class size1,641Mn
  • Base currencyEUR
  • ISIN FI0008800511
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.55%
  • Initial investment0.55

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