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SYZ AM (CH) 1 USD Government Fixed Income A

Ranked 279 out of 357 in - US Dollar over 12 months
All calculations are in USD unless stated

Managed by

Alexandre Dugerdil

From his Swiss office in Geneva, Alexandre Dugerdil is responsible for fixed income products at independent Swiss asset management group Unigestion and is the best fund manager in the Bond US Dollar sector based on his average monthly performance over three years. Dugerdil's interests outside of fund management include wine-tasting and skiing and he has nurtured a sophisticated bottom-up approach to investment in just over five years as a fund manager. After working as a professor's assistant at the University of Geneva for a year, Dugergil moved into fund management with Unigestion in 1998 and worked as a co-manager on bond products. In 2001 he took sole responsibility for the firm's bond products and his key fund is the €4 million Unigestion AM Uni-Global fund (USD). He also runs the Swiss Franc, Euro and Sterling versions of the fund, which have a combined value of €130 million and controls various other specialist mandates worth €175 million. Dugerdil was born in Geneva in 1972 and gained a degree in Corporate Management and a Masters in Economics and Finance from the city's university. He also earned a certificate in asset management from the University of Lausanne's Financial Asset Management Engineering (FAME) programme.

Eric Fornasari

As a fixed income manager at the Royal Bank of Canada (Suisse), Eric Fornasari manages a number of fixed income funds with an active investment style. Based in Geneva, he joined the company in 1985 after doing an apprenticeship with Credit Suisse Geneva. Outside of work Eric enjoys photography and aikido.

Objective

The fund will invest principally in a diversified portfolio of bonds and other debt instruments, which may include Government, Supra-National and Corporate names. Investment will principally be in USD denominated instruments but investments in other currency denominations are authorised.

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

Performance

US Dollar over : 31/08/2016 - 31/08/2017
  • Rank 279/357 Total Return
  • Rank 83/357 Standard Deviation
  • Rank 136/357 Max Drawdown
Fund Name Currency Loss
134 LO Selection - The Credit Bond Fund (USD) P A USD

-2.2%

135 PIMCO Diversified Income Fund;Institutional USD

-2.2%

136 UBS (Lux) Strategy SICAV - Fixed Income (USD) P-a

Currency exposure is hedged

Currency exposure is hedged

USD

-2.2%

136 UBS (Lux) Strategy Fd - Fixed Income (USD) P-acc

Currency exposure is hedged

Currency exposure is hedged

USD

-2.2%

136 SYZ AM (CH) 1 USD Government Fixed Income A USD

-2.2%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 0.5% 0.5%
2016 0.1% 1.6% 1.0% -0.3% -2.2%
2015 0.3% 1.0% -0.7% 1.0% -1.0%
2014 2.1% 0.7% 0.8% -0.1% 0.7%
2013 -2.0% 0.1% -1.6% 0.3% -0.7%
2012 1.0% -0.3% 1.2% 0.4% -0.2%
2011 5.0% 0.1% 1.9% 2.8% 0.2%
2010 3.4% 0.7% 2.7% 2.3% -2.3%
2009 -0.9% -0.9% -1.3% 1.7% -0.4%
2008 9.0% 4.3% -2.1% 1.4% 5.3%
2007 7.2% 1.2% -0.2% 3.1% 2.9%
2006 2.9% -0.5% 0.1% 2.7% 0.6%
2005 0.8% -0.7% 1.9% -0.7% 0.4%
2004 1.2% 1.6% -2.3% 2.1% -0.1%
2003 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date30/09/2003
  • Share Class size45Mn
  • Base currencyUSD
  • ISIN CH0016657840

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0

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