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Indosuez Oblig Opportunites P C

Ranked 25 out of 135 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Thomas Giquel

Thomas Giquel studied at the University of Paris gaining an MA in Banking, Finance and Insurance. He has over a decade of investment experience starting out at Fortis Investments (now BNP Paribas) in 2000. He then worked for Rothschild & Cie, Rothschild Asset Management and then Credit Agricole (now Amundi) where he was a fund manager on the European bonds desk. He moved to CA Indosuez Private Banking in January 2015.

Objective

The fund aims to outperform over the recommended investment period of 5 years, the benchmark index. The investment strategy is to manage the fund on a discretionary basis a diversified portfolio of debt securities (public debt and private debt), mutual funds bond-type, diversified and money market instrument. The degree of exposure to global fixed income is 100% of net assets.

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

Performance

Europe over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 3.1% 0.4% 1.4% 0.6% 0.7%
2016 6.2% 2.1% 1.5% 2.4% 0.1%
2015 -3.5% 0.6% -2.9% -2.1% 0.9%
2014 2.6% 1.7% 1.5% 0.2% -0.7%
2013 3.1% 0.7% -0.5% 1.2% 1.7%
2012 10.3% 4.1% -1.0% 4.1% 2.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date02/12/2011
  • Share Class size65Mn
  • Base currencyEUR
  • ISIN FR0011136498

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0.01

Charges

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