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UBS (Lux) Bond S - Short Term EUR Corp (EUR) P-a

Ranked 6 out of 6 in - Euro Corporates Short Term over 12 months
All calculations are in EUR unless stated

Managed by

Leonardo Brenna

Leonardo Brenna is responsible for the strategy and management of euro money market, euro short term, euro investment grade credit portfolios, mutual funds and segregated mandates at UBS Asset Management. Brenna is a member of the Euro Corporate Strategy committee as well as the European Fixed Income Strategy committee. Additionally he is a member of the European Money Market committee, which sets the strategies for all short duration mandates within EMEA. Brenna joined the former Union Bank of Switzerland in 1992 to work in the fields of private banking, corporate finance and fixed income asset management. In 1996 he relocated to UBS Luxembourg to take up the position of portfolio manager for UBS money market funds and institutional clients. In 1998 he joined the fixed income team in Zurich as a portfolio manager. Throughout his career he has been managing money market and bond portfolios in a multitude of currencies and risk classes in the single currency area.

Objective

The investment fund primarily invests in corporate bonds with shorter terms from issuers with a high credit rating (classified by the established rating agencies as Investment Grade) as well as an average duration of 13 years.

Showing fund performance in Finland View performance globally

Performance

Euro Corporates Short Term over : 31/03/2017 - 31/03/2018
  • Rank 6/6 Total Return
  • Rank 1/6 Standard Deviation
  • Rank 4/6 Max Drawdown
Fund Name Currency Risk
1 UBS (Lux) Bond S - Short Term EUR Corp (EUR) P-a EUR

0.5

2 Pictet-EUR Short Term Corporate Bonds-P EUR

0.6

3 Oddo BHF Euro Credit Short Duration DP-EUR EUR

0.6

4 Evli Short Corporate Bond B

Currency exposure is hedged

Currency exposure is hedged

EUR

0.8

5 Muzinich Enhancedyield Short-Term Hedged EUR A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

1.0

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.3%
2017 -0.3% -0.1% -0.1% 0.1% -0.2%
2016 0.8% 0.4% 0.3% 0.2% -0.2%
2015 -0.4% 0.4% -0.4% -0.9% 0.6%
2014 1.4% 0.5% 0.6% 0.4% 0.0%
2013 1.1% 0.2% -0.1% 0.5% 0.4%
2012 6.1% 2.8% 0.3% 1.9% 1.0%
2011 1.0% -0.1% 0.8% -0.7% 1.0%
2010 2.0% 1.3% -0.2% 0.8% 0.1%
2009 5.7% -6.9% 7.7% 4.4% 0.9%
2008 -4.5% -0.2% 0.8% -0.4% -4.7%
2007 1.8% 0.7% 0.4% 0.5% 0.3%
2006 1.7% 0.2% 0.4% 0.7% 0.5%
2005 1.4% 0.4% 0.5% 0.3% 0.2%
2004 1.8% 0.5% 0.3% 0.5% 0.4%
2003 1.9% 0.5% 0.6% 0.4% 0.4%
2002 0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date26/07/2002
  • Share Class size77Mn
  • Base currencyEUR
  • ISIN LU0151774626

Purchase Info

  • Min. initial investment0.001
  • Min. regular additional investment0

Charges

  • Annual management0.72%
  • Initial investment2

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