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First Western Short Duration Hi Yld Crdt Fd;Instl

Ranked 118 out of 275 in - US Dollar High Yield over 12 months
All calculations are in USD unless stated

Managed by

Henry Chu

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 high level of income and capital appreciation. The Fund invests at least 80% of its net assets in a diversified portfolio of non-investment grade debt securities & floating rate senior secured loans issued by U.S. and foreign corporations, partnerships, and other business entities ("High Yield Securities").

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

Performance

US Dollar High Yield over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.5% 2.1% 1.2%
2016 11.5% 0.3% 3.6% 5.0% 2.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date01/10/2015
  • Share Class size51Mn
  • Base currencyUSD
  • ISIN US33750W4096

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.46%

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