Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

SG Oblig High Yield (C)

Ranked 39 out of 98 in - Euro High Yield over 12 months
All calculations are in EUR unless stated

Managed by

Marina Cohen

Thierry Lebaupain

Thierry Lebaupain is a high yield & credit portfolio manager at Amundi Investment Management based in Paris. He joined the firm in 2010 and prior to this, he was a hedge fund analyst at ADI Alternative Investments. Thierry deals in European high yield bonds, using a benchmarked investment style. He graduated from ESCP-EAP with an MA in Finance and ENSIIE with an MSc in Engineering and Computer Science.

Objective

The investment objective of the fund is to outperform over 3 years iTraxx Crossover index 5 Year Total Return Index in Euro, after taking into account its ongoing costs. The iTraxx Crossover index measuring the 5 Year performance expressed in base of 100, the equal-weighted average of the CDS spreads of the 50 most liquid issuers , category Cross Over in Europe. The issuers comprising the index are issuers whose rating is below BBB-(Standard and Poor's) or Baa3 (Moody's).

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

Performance

Euro High Yield over : 31/08/2016 - 31/08/2017
  • Rank 39/98 Total Return
  • Rank 44/98 Standard Deviation
  • Rank 24/98 Max Drawdown
Fund Name Currency Risk
42 Allianz Euro High Yield R D EUR

2.4

43 BNP Paribas Euopean HY 2022 Classic C

Currency exposure is hedged

Currency exposure is hedged

EUR

2.4

44 SG Oblig High Yield (C) EUR

2.4

45 Regard Haut Rendement EUR

2.5

45 UBS (Lux) Bond Fd - Euro High Yield (EUR) P-acc EUR

2.5

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 1.0% 2.2%
2016 3.7% 0.4% -1.4% 2.5% 2.2%
2015 2.6% 4.2% -2.1% -2.5% 3.1%
2014 5.8% 2.5% 2.4% -0.3% 1.0%
2013 8.5% 0.9% -0.1% 3.6% 3.8%
2012 21.5% 10.2% -0.5% 4.9% 5.6%
2011 -7.2% 3.2% -0.2% -13.3% 3.9%
2010 11.3% 6.8% -4.9% 9.4% 0.1%
2009 57.5% -0.1% 26.5% 22.1% 2.1%
2008 -46.1% -11.6% 2.5% -11.0% -33.2%
2007 -3.0% 2.1% 0.3% -3.3% -1.9%
2006 9.5% 3.1% -0.5% 3.2% 3.4%
2005 3.4% -0.7% 0.7% 2.8% 0.6%
2004 13.2% 3.4% 0.4% 4.2% 4.7%
2003 16.2% 3.6% 6.2% 2.2% 3.3%
2002 0.7% -0.8% 0.1% -4.4% 6.1%
2001 0.7% 3.1% -4.0% -5.1% 7.2%
2000 -3.9% 1.6% -0.9% -1.1% -3.5%
1999 1.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date06/08/1999
  • Share Class size182Mn
  • Base currencyEUR
  • ISIN FR0000443343

Purchase Info

  • Min. initial investment0
  • 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).