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Anaxis Income Advantage U1

Ranked 876 out of 1055 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Thibault Destrés

Pierre Giai-Levra

Pierre Giai-Levra is chief investment officer at Anaxis Asset Management, where he has worked since 2003. Giai-Levra manages both European bond and European equity strategies for the firm. Previously, he worked at Dexia Asset Management and Paribas Asset Management. Giai-Levra was educated at Ecole Centrale de Paris, where he received a degree in Mathematics and the University of Stuttgart, where he received a Master in Finance.

Maximilien Védie

Objective

Achieve a performance net of management fees 4% higher than German government bonds with a maturity of 3 years. The UCITS is actively and discretionarily managed, based primarily on a thorough fundamental analysis of private bond issues and on the construction of a geographically and sectorally diversified allocation. The UCITS may hold up to 100% of its assets in securities denominated in currencies other than the reference currency of the UCITS (the euro). The exchange rate risk related to these investments will be hedged so that the cumulated exposure to all currencies will be below 5%.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global over : 31/01/2017 - 31/01/2018
  • Rank 876/1055 Total Return
  • Rank 54/1055 Standard Deviation
  • Rank 84/1055 Max Drawdown
Fund Name Currency Return
874 BNY Mellon Targeted Return Bd Fd USD A Acc USD

4.4%

875 Templeton Global Bond Plus SIF I (Mdis) USD USD

4.4%

876 Franklin Multi-Sector Credit Income I (Ydis) USD USD

4.3%

876 Anaxis Income Advantage U1

Currency exposure is hedged

Currency exposure is hedged

USD

4.3%

878 PIMCO GIS Global Bond Inst USD Acc

Currency exposure is hedged

Currency exposure is hedged

USD

4.3%

Fund Name Currency Risk
53 Portfolio Mgt Slt Bonds Dollar B Gen USD C USD

1.2

54 Anaxis Income Advantage U1

Currency exposure is hedged

Currency exposure is hedged

USD

1.2

55 BNP Paribas Islamic Fund Hilal Income I Cap USD

1.2

55 AZ Fund 1 Global Sukuk A-AZ Fund Acc USD

1.2

55 PWMG SIF-Semiorka Bond J USD Cap USD

1.2

Fund Name Currency Loss
83 PIMCO GIS Low Duration Gl Inv Gr Cr Inst USD Acc

Currency exposure is hedged

Currency exposure is hedged

USD

-0.3%

84 PBPM Obligationer KL1

Currency exposure is hedged

Currency exposure is hedged

DKK

-0.3%

84 Anaxis Income Advantage U1

Currency exposure is hedged

Currency exposure is hedged

USD

-0.3%

84 Draco Patrimonial Fund USD USD

-0.3%

84 DFA Two-Year Global Fixed Income Portfolio;Inst USD

-0.3%

84 Dreyfus/Standish Global Fixed Income Fund;I USD

-0.3%

84 PIMCO Foreign Bond Fund (US Dollar-Hedged);Inst USD

-0.3%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 3.8% 0.4% 1.5% 1.4% 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Switzerland

Fund Info

  • Launch date10/09/2016
  • Share Class size01Mn
  • Base currencyUSD
  • ISIN FR0013196185
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1
  • 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).