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UBAM Unconstrained Bond IPC EUR

Ranked 5 out of 35 in - Global Flexible over 12 months
All calculations are in EUR unless stated

Managed by

Philippe Gräub

Christel Rendu de Lint

Christel Rendu de Lint works at Union Bancaire Pivee as the head of fixed income. Christel has 20 years’ experience in economy and investments and is a specialist of developed bond markets. She has worked at the IMF and for the UK Treasury. She speaks French and English.

Objective

The Fund seeks to grow your capital and generate income primarily by investing in any kind of bonds, money market instruments, fixed income and currency derivatives. The Fund may invest up to 40 % of its nets assets in transferable securities of emerging countries or 50 % of its nets assets in high yield products. The Fund is allowed to invest without limits in currencies other than its base currency (EUR). The sub-fund is allowed to invest without limits in currencies other than its base currency (EUR). These investments will be hedged so that the currency risk is limited to 30% of the nets assets of sub-fund.

Showing fund performance in Finland View performance globally

Performance

Global Flexible over : 31/08/2017 - 31/08/2018
  • Rank 5/35 Total Return
  • Rank 1/35 Standard Deviation
  • Rank 1/35 Max Drawdown
Fund Name Currency Return
3 Nomura Funds Ireland-Global Dynamic Bond A EURH

Currency exposure is hedged

Currency exposure is hedged

EUR

0.1%

4 Morgan Stanley Global Fixed Income Opps AHX EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.5%

5 UBAM Unconstrained Bond IPC EUR EUR

-0.7%

6 Nordea 1 - Flexible Fixed Income BP EUR EUR

-0.7%

7 Franklin Flexible Alpha Bond I (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.8%

Fund Name Currency Risk
1 UBAM Unconstrained Bond IPC EUR EUR

0.6

2 Franklin Flexible Alpha Bond I (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

EUR

0.7

3 AXA WF Global Strategic Bonds A C EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

0.8

4 Credit Suisse (Lux) AgaNola Glbl Val Bd Fd BH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.1

5 AB SICAV I-Diversified Yield Plus Pf A2 EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

1.2

Fund Name Currency Loss
1 UBAM Unconstrained Bond IPC EUR EUR

-1.0%

2 Franklin Flexible Alpha Bond I (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.2%

3 Nordea 1 - Flexible Fixed Income BP EUR EUR

-1.3%

4 AXA WF Global Strategic Bonds A C EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.5%

5 Aviva Investors- Multi-Strategy Fixed Income I EUR EUR

-2.2%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.4% -0.5%
2017 0.6% 0.1% 0.2% 0.2% 0.1%
2016 1.0% 0.0% 0.4% 0.5% 0.1%
2015 0.2% 0.6% -0.4% -0.4% 0.4%
2014 1.3% 0.5% 0.4% 0.3% 0.1%
2013 0.5% 0.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Singapore
  9. Spain
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date20/06/2013
  • Share Class size419Mn
  • Base currencyEUR
  • ISIN LU0940721409

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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