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PrivilEdge Columbia US Short Duration HY SH EUR MA

Ranked 29 out of 36 in - US Dollar High Yield over 12 months
All calculations are in EUR unless stated

Managed by

Brian Lavin

Mark Mulholland

Jennifer Ponce de Leon

Jennifer Ponce de Leon is a senior portfolio manager and head of the High Yield Fixed-Income Sector Team at Columbia Threadneedle Investments. Ms. Ponce de Leon joined one of the Columbia Threadneedle Investments legacy firms in 1997 as a senior credit analyst covering high yield bonds and was promoted to portfolio manager in 2000. She assumed her current role in 2003. Previously, Ms. Ponce de Leon worked at T. Rowe Price Associates as a vice president and senior credit analyst covering high yield bonds. Prior to that, Ms. Ponce de Leon held a similar position at Stein Roe & Farnham. She has been a member of the investment community, specializing in high yield bonds, since 1989. Ms. Ponce de Leon received a B.A. in business administration from Augustana College and an MBA with a concentration in finance from DePaul University.

Objective

The Sub-Fund aims to generate capital growth over the medium term. It mainly invests in below investment grade, USD denominated high income corporate bonds.

Showing fund performance in Belgium View performance globally

Performance

US Dollar High Yield over : 30/09/2017 - 30/09/2018
  • Rank 29/36 Total Return
  • Rank 4/36 Standard Deviation
  • Rank 17/36 Max Drawdown
Fund Name Currency Return
27 JSS Bond - USD High Yield P EUR hgd acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.4%

28 Muzinich Americayield Hedged EUR Acc R

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.6%

29 PrivilEdge Columbia US Short Duration HY SH EUR MA EUR

-1.6%

30 PARVEST Bond USA High Yield CL H EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.8%

31 Janus Henderson High Yield AEURacc(Hedged)

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.2%

Fund Name Currency Risk
2 AXA WF US Short Duration High Yield Bonds AC EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

0.9

3 AXA IM FIIS US Short Duration High Yield F C EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

1.0

4 PrivilEdge Columbia US Short Duration HY SH EUR MA EUR

1.1

5 SKY Harbor GF US Short Duration HY A h EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.1

6 TCW Funds - Metwest High Yield Bond Fd AEHE Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

1.3

Fund Name Currency Loss
15 Amundi SICAV II US High Yield A Hdg ND EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.3%

16 AB SICAV I-US High Yield Portfolio A2 EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.3%

17 PrivilEdge Columbia US Short Duration HY SH EUR MA EUR

-2.4%

18 AXA WF US Dynamic High Yield Bonds F C EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.4%

19 Federated High Income Advantage A EUR ACC

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.5%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.3% -0.4% 0.8%
2017 0.6% 0.2% 0.9% 0.2% -0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. France
  3. Liechtenstein
  4. Luxembourg
  5. Netherlands
  6. Spain
  7. Switzerland
  8. United Kingdom

Fund Info

  • Launch date15/11/2016
  • Share Class size03Mn
  • Base currencyEUR
  • ISIN LU1515322680

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment0

Charges

  • Annual management0.80%
  • Initial investment0.80%

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