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Oyster USD Bonds R USD

Ranked 200 out of 357 in - US Dollar over 12 months
All calculations are in USD unless stated

Managed by

Adrien Pichoud

Adrien Pichoud is a portfolio manager and chief economist at SYZ Asset Management based in Geneva. He joined the firm in 2010 and prior to this he was an economist with Global Equities SA. Adrien deals in Euro and US Dollar bonds, using flexible and relative-value strategies. He graduated from IAE and the University of Sussex with a degree in Economics & Finance and outside of fund management lists skiing among his interests.

Fabrizio Quirighetti

Fabrizio Quirighetti is CIO and Co-Head of Multi-Asset at SYZ Asset Management. He is responsible for the macroeconomic analysis and asset allocation strategy for SYZ Asset Management. He also manages Multi-Asset and Fixed Income portfolios with a proven track-record, among them Absolute Return strategies implemented since 2003. Fabrizio holds an MBA in econometrics and a degree in quantitative economics. He started his career with SYZ group in 2002 and worked as a consultant for Artprice between 1997 and 2001. He is a founding and board member of the Investment Strategists Association of Geneva (ISAG) and external member of the Tactical Allocation Committee for the Swiss Public Pension Fund.

Objective

The fund's objective is to generate investment growth through bonds issued in USD. As part of its investment policy, the fund manager may also invest in all types of derivative instruments, such as index futures (purchase or sale of an index at the prevailing rate, with settlement at a future date) and options (contract entitling the fund or the counterparty of the fund to buy or sell a position at a given price at a future date).

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

Performance

US Dollar over : 31/10/2016 - 31/10/2017
  • Rank 200/357 Total Return
  • Rank 286/357 Standard Deviation
  • Rank 282/357 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.2% 2.0% 1.1%
2016 3.5% 3.4% 2.7% 1.0% -3.5%
2015 -1.9% 1.7% -1.6% -0.6% -1.3%
2014 4.1% 2.1% 2.4% 0.0% -0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Luxembourg
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date04/12/2013
  • Share Class size81Mn
  • Base currencyUSD
  • ISIN LU0970691159

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.70%

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