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Payden Low Duration Credit GBP Inc

Ranked 2 out of 11 in - US Dollar Short Term over 12 months
All calculations are in GBP unless stated

Managed by

Alfred Giles

Natalie N. Trevithick

Natalie Trevithick, CFA, is a senior vice president and the lead strategist for investment grade corporates at Payden & Rygel. Trevithick is responsible for managing corporate bond portfolios across a breadth of fixed income strategies, including low duration, core and core plus, global, emerging markets and absolute return. Her experience also encompasses the use of derivatives such as interest rate and credit default swaps to manage risk and to develop customized investment solutions for corporate bond portfolios. Prior to joining Payden & Rygel, Trevithick spent six years at PIMCO as a senior vice president and portfolio manager. Prior to that, she worked at Barclays Capital as a sell-side trader. Trevithick holds the Chartered Financial Analyst designation. She earned an MBA from the McCombs School of Business at the University of Texas, Austin. Trevithick earned a Bachelor of Commerce degree at Queen’s University in Kingston, Ontario.

Objective

The investment objective of the Fund is to seek to maximize total return by investing primarily in a portfolio of corporate debt securities, both fixed and floating rate, denominated in US Dollars.

Showing fund performance in United Kingdom View performance globally

Performance

US Dollar Short Term over : 30/04/2018 - 30/04/2019
  • Rank 2/11 Total Return
  • Rank 9/11 Standard Deviation
  • Rank 8/11 Max Drawdown
Fund Name Currency Return
1 AXA US Short Duration High Yield Bond Z Acc Gross GBP

3.2%

2 Payden Low Duration Credit GBP Inc GBP

2.8%

3 Muzinich Short Duration High Yield Hdg GBP Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

2.6%

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

Currency exposure is hedged

Currency exposure is hedged

GBP

2.2%

5 Lord Abbett Short Duration Income GBP Z Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

1.7%

Fund Name Currency Risk
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

11 Muzinich Short Duration High Yield Hdg GBP Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

3.0

Fund Name Currency Loss
6 UBAM Dynamic US Dollar Bond IHD GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.4%

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%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 2.5%
2018 -1.0% -0.9% -0.1% 0.5% -0.4%
2017 2.1% 0.8% 0.9% 0.6% -0.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Ireland
  4. Italy
  5. Luxembourg
  6. Netherlands
  7. Spain
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date19/10/2016
  • Share Class size06Mn
  • Base currencyUSD
  • ISIN IE00BD1NV720

Purchase Info

  • Min. initial investment1Mn
  • 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).