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SG Oblig High Yield (C)

Ranked 67 out of 95 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 : 30/04/2016 - 30/04/2017
  • Rank 67/95 Total Return
  • Rank 72/95 Standard Deviation
  • Rank 88/95 Max Drawdown
Fund Name Currency Return
65 BNP Paribas L1 Bond Euro High Yield Classic Dis

Currency exposure is hedged

Currency exposure is hedged

EUR

5.7%

66 PARVEST Bond Euro High Yield C C EUR EUR

5.6%

67 SG Oblig High Yield (C) EUR

5.4%

68 Sabius Sicav Ltd - ObliVest Special Rendement EUR

5.4%

69 Nextam Partners VER Capital Credit I EUR

5.2%

Fund Name Currency Risk
70 Danske Invest SICAV EURO High Yield Bond A Cap EUR

3.8

71 Deka-CorporateBond High Yield Euro CF

Currency exposure is hedged

Currency exposure is hedged

EUR

3.9

72 SG Oblig High Yield (C) EUR

3.9

73 BGF European High Yield Bond A2 EUR EUR

3.9

74 JPMorgan Europe High Yield Bond (mth) - EUR EUR

4.0

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 1.0%
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 size171Mn
  • 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).