Schelcher_Prince, une gestion conservatrice active

Value Obligations  

Management Objective

To outperform the EuroMTS 3-5 years index through investments in either fixed or variable rate bonds, convertible bonds with bond-like characteristics, which are invested primarily in corporate issues rated "Investment Grade"


 

En % YTD* 2009 2008 2007 2006 2005 2004
SP Value Oblig 2,75 27,28 -13,79 1,98 4,79 6,50 6,43
EU MTS 3-5 years 1,60 5,46 8,70 3,17 0,60 3,00 5,77

*Performance depuis le début de l'année au 09/03/10

 

 

Convertibles bonds

with Hubert Lemoine
May 2009