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Obligations 5-7 M

Ranked 8 out of 98 in - Euro High Yield over 12 months
All calculations are in EUR unless stated

Managed by

Paul Gagey

Paris-based Paul Gagey is a fund manager specialising in convertible and high yield bonds at Aviva Investors. He previously worked as an emerging market trader, and was CIO in a reinsurance company. At Caisse des Dépôts (the French wealth fund) he managed European equities as a value investor. Paul studied mathematics at Columbia University. A member of the French Society of Financial Analysts, he has also published numerous financial articles and is the author of « Bloc-notes d’un investisseur » Franel ed. 2009. A family man, away from work Paul enjoys spending time with his wife and four children.

Objective

The Fund's objective is to outperform the return on government bonds in the euro zone with maturities greater than or equal to five years. Issuers selected mostly in the OECD.

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

Performance

Euro High Yield over : 30/09/2016 - 30/09/2017
  • Rank 8/98 Total Return
  • Rank 80/98 Standard Deviation
  • Rank 81/98 Max Drawdown
Fund Name Currency Risk
78 Franklin Euro High Yield A (Ydis) EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.6

78 Interfund Bond Global High Yield EUR

2.6

80 Obligations 5-7 M EUR

2.6

80 BPI High Income Bond Fund R EUR

2.6

82 Indep Haut Rendement I EUR

2.6

82 Fonditalia Bond Global High Yield - R EUR

2.6

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.2% 3.2% 1.4%
2016 7.7% -0.6% 2.2% 4.8% 1.3%
2015 2.3% 3.6% -1.9% -0.5% 1.2%
2014 9.5% 4.3% 3.3% 0.1% 1.4%
2013 15.0% 3.9% 2.7% 3.6% 4.1%
2012 32.4% 14.7% -4.5% 10.9% 8.9%
2011 -5.8% 2.7% 0.9% -9.7% 0.7%
2010 7.0% 5.4% -0.3% 5.1% -3.0%
2009 27.1% -5.7% 17.1% 12.2% 2.7%
2008 -15.1% -1.8% -0.2% -3.9% -9.9%
2007 -5.1% -2.8% -2.6% -0.1% 0.3%
2006 -2.0% -1.6% -0.6% 2.7% -2.5%
2005 3.6% 0.5% 3.0% 0.3% -0.3%
2004 5.4% 2.5% -1.6% 2.7% 1.7%
2003 4.2% 1.2% 2.9% 0.1% -0.1%
2002 0.0% 4.7% 2.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date28/05/1999
  • Share Class size204Mn
  • Base currencyEUR
  • ISIN FR0007033683

Purchase Info

  • Min. initial investment300,000
  • Min. regular additional investment0

Charges

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