Muzinich Glbl Tctl Crdt Hgd GBP Inc (IE00BF5S8N25.IR)
YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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Muzinich Glbl Tctl Crdt Hgd GBP Inc
Muzinich & Co. Ltd
15 Portland Place
Management information
Michael L. McEachern,Lead manager since 9 February 2014
Mr. Michael McEachern is a portfolio manager of Muzinich’s portion of the Fund. He joined Muzinich in 2012. Prior to that, he served as the President and Head of the High Yield Division at Seix Advisors, Inc. from 1997 to 2011. Mr. McEachern holds a B.A. in Management Science from the University of California, San Diego, and a M.B.A. from Rice University. He also holds the Chartered Financial Analyst designation.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryGlobal Flexible Bond - GBP Hedged
Fund familyMuzinich & Co Ltd
Net assetsN/A
YTD return3.81%
Yield3.67%
Morningstar ratingN/A1
Inception date12 Nov 2013
Fund operations
Last dividend1.46
Last cap gain0.00
Holdings turnover1,302.35%
Average for categoryN/A
Fees and expenses
ExpenseIE00BF5S8N25.IRCategory average
Annual report expense ratio (net)0.50%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load1.00%N/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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