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Candriam Bonds USD C Cap

Ranked 292 out of 357 in - US Dollar over 12 months
All calculations are in USD unless stated

Managed by

Philippe Dehoux

Philippe Dehoux is head of aggregate bonds at Candriam. He joined the firm in 1996 as a bond fund manager and prior to this, he trained in the finance department of Dexia Banque. Philippe graduated from the Facultes Universitaires Catholiques de Mons with a degree in Applied Economics, the Institut de Finance et de Cambisme with a diploma in International Finance and the Association Belge des Analystes Financiers as a Financial Analyst.

Céline Deroux

Claire Mahieux

Claire Mahieux has been a senior fund manager and financial credit analyst at Candriam since 2006. She began her career in 1999 in global forex with Paribas. In 2001 she became a business analyst with BNP Paribas, joining Candriam three years later as a risk manager. She was appointed senior fund manager two years later and started to cover the financial sector. Claire has a bachelor’s degree in economics from Strathclyde University in the UK and a master’s in finance and banking from the University of Le Havre in France.

Objective

The sub-fund invests principally in USD-denominated bonds and related securities at fixed or variable rates, indexed, subordinated or backed by assets. The selected bonds are issued by governments, public and semi-public sector entities, and private companies, with a minimum good quality rating of BBB-/Baa3 by one of the 3 main ratings agencies at the time of their acquisition. The fund carries out an active currency hedging policy versus the USD, and may use currency, volatility, interest rate or credit derivatives for efficient portfolio management purposes (hedge, exposure, arbitrage).

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

Performance

US Dollar over : 31/10/2016 - 31/10/2017
  • Rank 292/357 Total Return
  • Rank 289/357 Standard Deviation
  • Rank 309/357 Max Drawdown
Fund Name Currency Loss
307 CMI (Lux) US Bond USD

-3.1%

307 UBAM US Dollar Bond AC USD USD

-3.1%

309 Candriam Bonds USD C Cap USD

-3.1%

309 Pictet-USD Government Bonds-P USD

-3.1%

309 Eurizon Fund Bond USD LTE R USD

-3.1%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.8% 1.5% 0.6%
2016 1.7% 3.5% 2.5% 0.0% -4.2%
2015 0.0% 1.7% -2.5% 1.3% -0.4%
2014 6.1% 2.0% 1.8% 0.4% 1.8%
2013 -3.0% -0.2% -2.7% 0.4% -0.5%
2012 4.1% 0.1% 2.5% 1.3% 0.1%
2011 6.4% 0.2% 1.8% 3.7% 0.6%
2010 5.8% 1.6% 3.1% 3.8% -2.6%
2009 1.9% -3.2% 0.9% 4.6% -0.2%
2008 8.3% 3.5% -2.4% -0.8% 8.0%
2007 7.7% 1.2% -1.0% 3.7% 3.8%
2006 2.6% -1.4% -0.4% 3.8% 0.7%
2005 2.3% -0.5% 3.6% -1.3% 0.6%
2004 3.1% 2.8% -3.2% 3.0% 0.4%
2003 1.8% 0.3% 3.1% -1.0% -0.5%
2002 11.1% -0.2% 3.9% 6.4% 0.7%
2001 5.1% 1.8% 0.1% 5.0% -1.8%
2000 11.4% 2.7% 1.4% 2.0% 4.9%
1999 -1.9% -1.2% -1.4% 0.8% -0.1%
1998 8.6% 1.5% 2.1% 4.2% 0.6%
1997 6.3% -1.3% 2.6% 2.5% 2.4%
1996 4.1% -0.2% -0.1% 1.9% 2.4%
1995 3.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Slovakia
  9. Spain
  10. Sweden
  11. Switzerland

Fund Info

  • Launch date31/12/1990
  • Share Class size87Mn
  • Base currencyUSD
  • ISIN LU0064135527

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.60%

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