Muzinich European Credit Alpha Founder GBP Hdg Acc

Ranked 3 out of 32 in - Bond Strategies over 12 months
All calculations are in GBP unless stated

Managed by

Thomas Samson

Before joining Muzinich, Thomas Samson was an investment analyst at Trafalgar Asset Managers, a distressed-debt hedge fund. Prior to that, he was a financial analyst at GE Capital. Thomas has an Master's in Finance from London Business School, holds the Chartered Financial Analyst designation and has an MSc in Corporate Finance from the Institut d’Etudes Politiques de Paris.

Objective

The Fund seeks to generate consistent attractive returns on a risk-adjusted basis over a three to five year period. The Investment Manager seeks to meet its objective by investing primarily, either directly or indirectly through the use of FDI, in high yield corporate debt securities (including notes, such as floating rate short-term and medium-term notes, and bonds) issued primarily by European issuers, or by companies that carry out a substantial proportion of their activities in Europe but whose issues may be in non-European currencies. The corporate bonds in which Fund will primarily invest will be non-investment grade.

Showing fund performance in United Kingdom View performance globally

Performance

Bond Strategies over : 31/05/2018 - 31/05/2019
  • Rank 3/32 Total Return
  • Rank 18/32 Standard Deviation
  • Rank 17/32 Max Drawdown
Fund Name Currency Return
1 Pictet-Global Fixed Income Opportunities HI GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

6.5%

2 HSBC GIF GEM Debt Total Return M1C GBP GBP

6.5%

3 Muzinich European Credit Alpha Founder GBP Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

3.9%

4 SLI Glo SICAV Total Return Credit D Acc GBP GBP

3.7%

5 Legg Mason WA Macro Opportunities Bd A GBP Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

3.5%

Fund Name Currency Risk
16 Janus Henderson Abs Ret Inc Opps U£acc(Hedged)

Currency exposure is hedged

Currency exposure is hedged

GBP

2.9

17 Insight - Absolute Insight EM Mkt Debt S GBP GBP

3.0

18 Muzinich European Credit Alpha Founder GBP Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

3.3

19 Invesco Active Multi-Sector Credit C GBP Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

3.5

20 Goldman Sachs Glo Strat Macro Bond Pf I Acc GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

3.8

Fund Name Currency Loss
15 SLI Glo SICAV Abs Rtn Glo Bd Strategies A Acc GBP GBP

-2.3%

16 JPM Income Opportunity A (perf) Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.3%

17 Muzinich European Credit Alpha Founder GBP Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.4%

18 Invesco Active Multi-Sector Credit C GBP Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.5%

18 Insight - Absolute Insight Credit S Sterling GBP

-2.5%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.0%
2018 -0.3% 0.2% 0.1% 1.9% -2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Ireland
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date16/11/2017
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN IE00BYWRTG50
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment100Mn
  • Min. regular additional investment0

Charges

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