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HOF Hoorneman Phoenix Fund

Ranked 2 out of 85 in - Bond Strategies over 12 months
All calculations are in EUR unless stated

Managed by

Najib Nakad

Najib Nakad was born in the Dutch town of Soest in 1965 and studied at the Technical University of Delft. After four years as project manager at Logica, he became a fixed income strategist at Meespierson. In 2004, Najib joined Hof Hoorneman Bankiers and, as CIO, he instigates a wide range of strategies over his funds: distressed debt, value, high yield and core-satellite investing. Najib is a CFA charterholder and, in addition to his investment management duties, he enjoys playing hockey and snowboarding, as well as attending the cinema and theatre.

Objective

The objective of the fund is the realization of capital growth for an intermediate period or longer by investing in illiquid securities and high return debt. With non liquid securities the fund means those securities which are not heavily traded because the information published is few and the market therefore puts them in a high risk profile. With high return debt the fund means bonds and convertibles of issuing bodies like bank loans and trade requisitioning on enterprises for which the market believes they have a high risk profile.

Showing fund performance in Belgium View performance globally

Performance

Bond Strategies over : 30/09/2017 - 30/09/2018
  • Rank 2/85 Total Return
  • Rank 77/85 Standard Deviation
  • Rank 33/85 Max Drawdown
Fund Name Currency Return
1 CPR Credixx Active US High Yield - P (C) EUR

9.4%

2 HOF Hoorneman Phoenix Fund EUR

7.1%

3 Schroder GAIA Cat Bond EUR Hedged F Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

4.0%

4 XAIA Credit Curve Carry (I) EUR EUR

3.4%

5 Hermes Multi-Strategy Credit F EUR Acc EUR

2.6%

Fund Name Currency Risk
75 Janus Henderson Glo Unconstr Bd AEURacc(Hedged)

Currency exposure is hedged

Currency exposure is hedged

EUR

4.6

76 Emirates Em Market Corp Bond Abs. Return A EUR C EUR

4.9

77 HOF Hoorneman Phoenix Fund EUR

4.9

78 Prosperise Credit Value A EUR EUR

5.3

79 Legg Mason WA Macro Opportunities Bd S EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

6.0

Fund Name Currency Loss
31 Legg Mason Brandywine Global Cr Opps A EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.4%

32 Muzinich LongShortCreditYield Euro Acc A HdgNon-Eq

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.5%

33 HOF Hoorneman Phoenix Fund EUR

-1.5%

34 Pictet TR - Kosmos-P EUR EUR

-1.5%

35 OYSTER Flexible Credit R EUR PR EUR

-1.6%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 3.2% 2.3% -1.3%
2017 13.5% 8.1% -0.5% 2.6% 2.8%
2016 19.5% 2.2% 8.5% 2.9% 4.8%
2015 14.4% 6.3% 6.5% 0.4% 0.7%
2014 24.6% 5.8% 14.1% 5.4% -2.1%
2013 43.5% 3.1% 6.7% 12.3% 16.2%
2012 25.4% 21.5% -7.2% 7.9% 3.0%
2011 -10.5% 8.4% -0.8% -11.7% -5.8%
2010 3.0% 10.6% -3.2% 1.2% -5.0%
2009 6.9% -19.2% 9.2% 17.0% 3.6%
2008 -59.5% -10.4% -3.1% -10.8% -47.7%
2007 -0.3% 3.4% 1.1% -1.0% -3.6%
2006 9.7% 0.4% 2.1% 4.4% 2.5%
2005 9.3% 5.2% -1.0% 4.8% 0.2%
2004 10.5% 2.3% -0.1% 3.3% 4.6%
2003 30.9% 6.3% 12.1% 4.3% 5.4%
2002 3.9% 5.2% 1.1% -5.3% 3.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Netherlands

Fund Info

  • Launch date28/09/2007
  • Share Class size128Mn
  • Base currencyEUR
  • ISIN NL0009864487

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management2.00%

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