Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Anaxis Income Advantage U1

Ranked 896 out of 1057 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.

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 : 31/12/2016 - 31/12/2017
  • Rank 896/1057 Total Return
  • Rank 70/1057 Standard Deviation
  • Rank 101/1057 Max Drawdown
Fund Name Currency Return
895 UBS (CH) Inst Fd-Gl Bds Fisc Strngth Pass CHFh I-X USD

3.9%

896 Anaxis Income Advantage U1

Currency exposure is hedged

Currency exposure is hedged

USD

3.8%

897 Kathrein Global Bond T USD

3.8%

898 BIFS Global ex-Switzerland Sov Scr Bond X CHF USD

3.8%

Fund Name Currency Risk
68 NEW CAPITAL FUND LUX-Global Dynamic USD (hedged) A

Currency exposure is hedged

Currency exposure is hedged

USD

1.3

68 Global Sukuk USD I Acc USD

1.3

70 Brandes Credit Focus Yield Fund;I USD

1.3

70 Anaxis Income Advantage U1

Currency exposure is hedged

Currency exposure is hedged

USD

1.3

72 Hang Seng Global Financial Sector Bond Fund A USD

1.3

Fund Name Currency Loss
100 Mercer Short Duration Global Bond 2 M1 NOK Hedged

Currency exposure is hedged

Currency exposure is hedged

NOK

-0.3%

101 Focused SICAV - Global Bond (USD) F-acc

Currency exposure is hedged

Currency exposure is hedged

USD

-0.3%

101 PBPM Obligationer KL1

Currency exposure is hedged

Currency exposure is hedged

DKK

-0.3%

101 Anaxis Income Advantage U1

Currency exposure is hedged

Currency exposure is hedged

USD

-0.3%

101 Draco Patrimonial Fund USD USD

-0.3%

101 NEW CAPITAL FUND LUX-Global Credit Bond A USD

Currency exposure is hedged

Currency exposure is hedged

USD

-0.3%

101 Dreyfus/Standish Global Fixed Income Fund;I USD

-0.3%

Total Return

Quarterly Performance

to 31/12/2017 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

Related News

French boutique hires HY manager from SocGen

Paris-based group adds to fixed income fund management team.

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