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Credit Opportunities

Ranked 216 out of 245 in - Global High Yield over 12 months
All calculations are in AUD unless stated

Managed by

John Bell

A member of the CFA Institute, John Bell graduated from the University of California and the University of Massachusetts where he studied Finance. He is currently based in Boston where he is a portfolio manager at Loomis, Sayles and Company LP. He has been with the firm since 2001 and manages the Loomis Sayles Floating Rate and Fixed Income funds dealing in bank loans and fixed income with a flexible investment style. Outside of fund management, John enjoys cycling.

Mike Klawitter

Kevin Perry

Kevin Perry enjoys skiing and shooting. Presently, he is based in Boston and manages the Loomis Sayles Senior Floating Rate and Fixed Income Fund, Nitixis Loomis Sayles Senior Loan Fund, Apostle Loomis Sayles Senior Loan Fund, Apostle Loomis Sayles Credit Opportunities Fund and the Loomis Sayles Senior Loan Fund LLC, using a fundamental investment style. Kevin graduated with a degree in finance from the Lowell Technological Institute and Boston University.

Todd Vandam

Objective

To seek to outperform the 3 month U.S. Dollar (USD) LIBOR (the Benchmark) plus 400 basis points per annum (after management fees and taxes) over a market cycle prior to hedging the Funds portfolio back into AUD. The Fund seeks to achieve its investment objective by following an opportunistic asset allocation strategy and shifting its allocation between Senior Loans (which have floating interest rates) and fixed income securities including Global High Yield Securities.

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

Performance

Global High Yield over : 31/12/2016 - 31/12/2017
  • Rank 216/245 Total Return
  • Rank 4/245 Standard Deviation
  • Rank 20/245 Max Drawdown
Fund Name Currency Return
214 EDM International Credit Portfolio A Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

4.3%

215 AXA WF Global High Yield Bonds A C EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

4.3%

216 Credit Opportunities

Currency exposure is hedged

Currency exposure is hedged

AUD

4.2%

217 PineBridge Altern Global Secured Credit I USD USD

4.2%

218 Danske Invest Global HY Bonds Acc, class EUR h

Currency exposure is hedged

Currency exposure is hedged

EUR

4.2%

Fund Name Currency Risk
2 EDM International EDM High Yield Short Duration

Currency exposure is hedged

Currency exposure is hedged

EUR

0.8

3 RENTA 4 SICAV-RENTA FIJA INTERNACIONAL-I-USD USD

0.8

4 Renaissance Flexible Yield Class A USD USD

0.9

4 Candriam Monetaire SICAV I

Currency exposure is hedged

Currency exposure is hedged

EUR

0.9

4 Credit Opportunities

Currency exposure is hedged

Currency exposure is hedged

AUD

0.9

Fund Name Currency Loss
19 Janus Henderson Global High Yield - A$acc USD

-0.1%

20 Wellington Multi-Sector Credit GBP S Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.1%

20 Credit Opportunities

Currency exposure is hedged

Currency exposure is hedged

AUD

-0.1%

22 Pioneer Funds Global High Yield C No Dis USD USD

-0.1%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 4.2% 1.1% 1.1% 1.1% 0.9%
2016 9.4% 2.0% 2.5% 2.9% 1.7%
2015 2.8% 2.8% 1.2% -0.5% -0.7%
2014 4.2% 1.9% 1.8% -0.1% 0.5%
2013 6.7% 2.6% -0.1% 1.6% 2.4%
2012 14.2% 5.5% 1.3% 4.0% 2.7%
2011 6.4% 4.5% 1.7% -4.0% 4.4%
2010 15.4% 4.4% -0.3% 6.6% 4.0%
2009 40.5% 9.6% 14.6% 7.6% 4.0%
2008 -28.1% -8.4% 6.7% -4.6% -22.9%
2007 -1.6% 2.0% 1.2% -3.7% -1.1%
2006 8.0% 2.2% 0.3% 2.9% 2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia

Fund Info

  • Launch date22/12/2005
  • Share Class size1,275Mn
  • Base currencyAUD
  • ISIN AU60IAM00047
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.70%
  • Initial investment0.7

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