Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Mirabaud - US Short Term Credit DH Dis GBP

Ranked 8 out of 11 in - US Dollar Short Term over 12 months
All calculations are in GBP unless stated

Managed by

Andrew Lake

Andrew Lake, Head of Fixed Income, is the lead manager of Mirabaud - Global High Yield Bonds, the co-lead manager of Mirabaud - Global Strategic Bond fund and manages a team of five in charge of fixed income. He has experience in the asset management industry since 1998 and prior to joining Mirabaud Asset Management in 2013, Andrew was head of high yield portfolio management at Aviva Investors. He has managed high yield funds at Merrill Lynch Investment Managers where he was responsible for high yield in London and F&C Investments where he co-managed the institutional high yield product. He has a history degree from the University of York, an MBA from the Booth School of Business at the University of Chicago and is a qualified barrister. Colchester born, he is currently based in London and outside of work enjoys skiing, tennis and shooting.

Fatima Luis

Fatima Luis is a portfolio manager and analyst at Mirabaud Asset Management. Fatima joined Mirabaud in 2013 after leaving F&C Asset Management, where she worked as the lead manager on several of the company’s bond portfolios.

Objective

The Sub-Fund aims to provide a return of capital growth and income by seeking out the best investment opportunities across within the US short term fixed income universe. The Sub-Fund will primarily invest (directly or indirectly through derivatives such as futures, interest rates swaps and CDS for protection purposes) in short term fixed income instruments and debt securities of US corporate as well as sovereign issuers denominated in USD.

Showing fund performance in United Kingdom View performance globally

Performance

US Dollar Short Term over : 30/04/2018 - 30/04/2019
  • Rank 8/11 Total Return
  • Rank 8/11 Standard Deviation
  • Rank 9/11 Max Drawdown
Fund Name Currency Return
6 Janus Henderson US Short-Term Bd I£inc(Hedged)

Currency exposure is hedged

Currency exposure is hedged

GBP

1.1%

6 PrivilEdge Baird US Short Duration Bond SH GBP MA

Currency exposure is hedged

Currency exposure is hedged

GBP

1.1%

8 Mirabaud - US Short Term Credit DH Dis GBP GBP

0.9%

9 JPM Managed Reserves A Dis GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

0.7%

10 PIMCO GIS Low Average Dur Inst GBP Hgd Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

0.6%

Fund Name Currency Risk
6 Lord Abbett Short Duration Income GBP Z Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

0.9

7 Dimensional Gbl Srt-Trm Inv Gde Fixed Inc GBP Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

1.0

8 Mirabaud - US Short Term Credit DH Dis GBP GBP

1.1

9 Payden Low Duration Credit GBP Inc GBP

1.6

10 AXA US Short Duration High Yield Bond Z Acc Gross GBP

2.8

Fund Name Currency Loss
7 PIMCO GIS Low Average Dur Inst GBP Hgd Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.6%

8 Payden Low Duration Credit GBP Inc GBP

-0.9%

9 Mirabaud - US Short Term Credit DH Dis GBP GBP

-1.0%

10 AXA US Short Duration High Yield Bond Z Acc Gross GBP

-1.8%

11 Muzinich Short Duration High Yield Hdg GBP Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.3%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 1.2%
2018 -1.2% -1.0% 0.1% 0.7% -1.0%
2017 0.9% 0.6% 0.5% 0.2% -0.3%
2016 0.8% -0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date03/06/2016
  • Share Class size09Mn
  • Base currencyUnits
  • ISIN LU1308309274

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.40%

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