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Pictet-EUR Short Mid-Term Bonds-P

Ranked 77 out of 218 in - Euro Short Term over 12 months
All calculations are in USD unless stated

Managed by

Frédéric Salmon

Frédéric Salmon was born in France in 1968. He graduated from the University of Paris XIII with a master's degree in management and also undertook advanced studies in finance at the University of Paris II. Frédéric started his career as a financial engineer for Banque Postale Asset Management in 1993. He became a money market portfolio manager in 1996 and a credit and convertible portfolio manager in 1998. He joined IXIS Asset Management in 2002 and was the head of credit. After three years, he became a senior credit portfolio manager. In 2006, Frédéric joined Pictet Asset Management where he is currently the head of investment grade credit. He has been managing funds for over 18 years and his investment process involves a dynamic and blended approach. He is a member of SFAF (French Society of Financial Analysts). Outside of fund management he enjoys skiing with his family and cycling, and his interests include history, sociology and philosophy.

Justine Vroman

Objective

The sub-fund seeks capital growth by investing at least two-thirds of its total assets in a diversified portfolio of short-term and medium-term bonds denominated in EUR.

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

Performance

Euro Short Term over : 31/03/2017 - 31/03/2018
  • Rank 77/218 Total Return
  • Rank 172/218 Standard Deviation
  • Rank 120/218 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 2.4%
2017 13.8% 1.2% 6.7% 3.9% 1.5%
2016 -2.7% 5.1% -2.4% 1.3% -6.3%
2015 -10.1% -10.9% 3.3% 0.2% -2.5%
2014 -10.7% 0.8% -0.1% -7.3% -4.3%
2013 6.4% -2.5% 1.5% 4.9% 2.5%
2012 6.3% 5.0% -4.8% 3.1% 3.2%
2011 -1.6% 5.8% 2.7% -6.8% -2.8%
2010 -6.6% -4.9% -10.3% 11.7% -2.0%
2009 8.4% -2.5% 7.1% 5.5% -1.7%
2008 0.4% 9.5% -1.5% -8.7% 2.0%
2007 13.7% 1.6% 1.5% 6.5% 3.6%
2006 13.2% 2.5% 6.0% -0.2% 4.4%
2005 -12.0% -3.8% -5.7% -0.5% -2.5%
2004 10.5% -1.4% -1.2% 2.9% 10.2%
2003 1.6% 8.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Cyprus
  5. Finland
  6. France
  7. Germany
  8. Greece
  9. Italy
  10. Liechtenstein
  11. Luxembourg
  12. Netherlands
  13. Peru
  14. Portugal
  15. Singapore
  16. Spain
  17. Sweden
  18. Switzerland
  19. United Kingdom

Fund Info

  • Launch date30/04/2003
  • Share Class size58Mn
  • Base currencyEUR
  • ISIN LU0167158327

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Initial investment0.3

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