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GAM Institutional - Dollar Corporate Bond B2

Ranked 85 out of 144 in - US Dollar Corporates over 12 months
All calculations are in USD unless stated

Managed by

Christof Stegmann

Christof Stegmann is a Fixed Income Portfolio Manager . Prior to joining GAM Group in November 2004, he was a bond portfolio manager at Swisscanto Portfolio Management, responsible for the introduction of a portfolio management system. Prior to this, he worked at IST Investmentstiftung für Personalvorsorge, where he headed the fixed income team, and at Bank Leu as a financial analyst for bonds and portfolio manager. He started his career as an economist with Swiss Re. Mr Stegmann studied economics at the University of Berne and is a Certified European Financial Analyst (CEFA/AZEK). He is based in Zurich.

Objective

The fund invests predominantly in corporate bonds denominated in US dollars. The investment focus is on the investment grade segment (AAA to BBB- rating). The average rating of the portfolio is at least A-. The fund is aimed exclusively at institutional investors such as banks and securities dealers (including such customers of theirs as hold written asset management agreements), registered pension funds, insurers and companies that possess professional treasury functions within the meaning of Article 10(3) IFO.

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

Performance

US Dollar Corporates over : 31/08/2016 - 31/08/2017
  • Rank 85/144 Total Return
  • Rank 110/144 Standard Deviation
  • Rank 115/144 Max Drawdown
Fund Name Currency Loss
114 PIA BBB Bond Fund;MACS USD

-4.1%

115 GAM Institutional - Dollar Corporate Bond B2 USD

-4.1%

116 ZIF US Corporate CHF A1 hedged

Currency exposure is hedged

Currency exposure is hedged

CHF

-4.2%

117 OP-Yrityslaina Amerikka A USD

-4.2%

117 Nordea 1 - US Corporate Bond BP USD USD

-4.2%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 1.6% 2.3%
2016 4.8% 3.8% 3.2% 1.5% -3.6%
2015 0.2% 2.2% -2.3% 0.5% -0.1%
2014 8.1% 3.1% 2.9% 0.2% 1.7%
2013 -1.7% 0.3% -3.9% 1.3% 0.7%
2012 8.4% 1.9% 2.1% 3.3% 0.9%
2011 7.1% 1.2% 3.0% 1.4% 1.4%
2010 8.3% 2.2% 1.6% 5.7% -1.3%
2009 10.1% -3.0% 5.6% 6.9% 0.6%
2008 1.4% 1.4% 0.2% -3.7% 3.6%
2007 8.3% 1.7% 0.7% 3.4% 2.3%
2006 4.7% -1.2% 0.0% 4.3% 1.5%
2005 -0.5% 0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date30/06/2005
  • Share Class size51Mn
  • Base currencyCHF
  • ISIN CH0021349698

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.05%

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