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First Western Short Duration Bond Fund;Inst

Ranked 76 out of 239 in - US Dollar Medium Term over 12 months
All calculations are in USD unless stated

Managed by

Barry Julien

Ashish Shah

Ashish Shah is currently located in New York. He joined Alliance Bernstein in 2010 and oversees the firm’s Global Credit strategies. Previously, he was a managing director and head of Global Credit Strategy at Barclays Capital, where he was responsible for the High Grade, High Yield, Structured Credit and Municipal Strategy Groups, and the Special Situations Research team. Prior to that, Shah served as the head of Credit Strategy at Lehman Brothers, heading the Structured Credit/CDO and Credit Strategy Groups and covering the cash bond, credit derivatives and CDO product areas for global credit investors. Before that, he served as North American CFO at Level 3 Communications from 1999 to 2000 and gained trading experience at Soros submanager Blue Border Partners and Bankers Trust, where he ran US equity arbitrage from 1994 to 1999. Shah holds a BS in economics from the Wharton School, University of Pennsylvania.

Objective

The Fund seeks a high level of income consistent with preservation of capital and liquidity. The Fund seeks to achieve its investment objective by investing primarily in a diversified portfolio of short duration fixed-income securities. The Funds average duration will typically range from 90 days up to 3 years.

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

Performance

US Dollar Medium Term over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.8% 0.7% 0.6%
2016 2.3% 0.9% 1.1% 0.5% -0.1%
2015 1.5% 0.8% 0.2% 0.5% 0.0%
2014 2.0% 1.0% 0.8% 0.0% 0.3%
2013 1.3% 1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date26/04/2013
  • Share Class size129Mn
  • Base currencyUSD
  • ISIN US33750W2017

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management0.24%

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