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Evli Short Corporate Bond B

Ranked 9 out of 35 in - Euro Corporates Short Term over 12 months
All calculations are in EUR unless stated

Managed by

Juhamatti Pukka

Juhamatti Pukka is a portfolio manager at Evli Fund Management based in Helsinki. He joined the firm in 2008 initially as a dealer in fixed income before joining the fixed income management team in 2011. Juhamatti invests in Euro corporate short-term bonds, using a fundamental investment style. He graduated from Aalto University School of Business with an MA in Finance and outside of fund management he enjoys ice hockey and hunting.

Objective

The fund invests in euro-denominated bonds with a short and medium-length remaining maturity issued by European companies and banks, and in other interest-bearing investments. The investments will be made in bonds with both higher and lower credit ratings. The investments' credit rating will be on average at least B- .The fund may also invest its assets in derivatives contracts. The fund hedges the currency risk associated with non-euro-denominated investments.

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

Performance

Euro Corporates Short Term over : 30/11/2016 - 30/11/2017
  • Rank 9/35 Total Return
  • Rank 24/35 Standard Deviation
  • Rank 23/35 Max Drawdown
Fund Name Currency Return
7 Natixis Strategie Credit Euro R(C) EUR

2.3%

8 Amundi Fds Bond Euro Corporate Short Term - AE (C) EUR

2.3%

9 Evli Short Corporate Bond B

Currency exposure is hedged

Currency exposure is hedged

EUR

1.9%

10 Oddo Compass Euro Credit Short Duration DP-EUR EUR

1.9%

11 R Credit Horizon 1-3 C EUR

1.5%

Fund Name Currency Risk
22 UBS (Lux) Bond S - Short Term EUR Corp (EUR) P-a EUR

0.7

22 Hugau Obli 1-3 I EUR

0.7

24 Evli Short Corporate Bond B

Currency exposure is hedged

Currency exposure is hedged

EUR

0.7

25 Natixis Credit Euro 1-3 R(C) EUR

0.7

26 Natixis Euro Short Term Credit R/A (EUR) EUR

0.8

Fund Name Currency Loss
21 Santander Multicredito EUR

-0.2%

21 Amundi Fds Bond Euro Corporate Short Term - AE (C) EUR

-0.2%

23 Evli Short Corporate Bond B

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.2%

24 Oblig Corporate 1 - 2 1/2y Euro C EUR

-0.3%

25 Anaxis Short Duration E1

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.3%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.5% 0.5% 0.5%
2016 2.7% 0.6% 0.6% 1.1% 0.4%
2015 1.5% 0.9% -0.1% -0.2% 0.9%
2014 2.2% 0.8% 0.8% 0.3% 0.3%
2013 2.9% 0.4% 0.5% 1.0% 1.0%
2012 2.1% 1.6%
2006 0.6% 0.4% 0.8%
2005 2.3% 0.5% 0.5% 0.7% 0.5%
2004 2.6% 1.2% 0.0% 0.7% 0.7%
2003 2.3% 0.7% 1.0% 0.4% 0.2%
2002 4.7% 0.3% 1.5% 2.1% 0.8%
2001 4.9% 1.6% 0.5% 2.0% 0.7%
2000 5.0% 1.3% 0.6% 0.9% 2.2%
1999 0.3% 0.3% -0.1% -0.4% 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. France
  3. Italy
  4. Spain
  5. Sweden

Fund Info

  • Launch date30/09/1997
  • Share Class size1,465Mn
  • Base currencyEUR
  • ISIN FI0008800511
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.55%

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