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Global Evolution Funds Frontier Opp Z (EUR)

Ranked 1 out of 107 in - Emerging Markets Global Hard Currency over 12 months
All calculations are in EUR unless stated

Managed by

Morten Bugge

Danish-born Morten Bugge is co-founder and chief investment officer at Global Evolution Fondsmaeglerselskab AS having previously worked at Sydbank where he was a director responsible for emerging markets. Morten manages the Global Evolution EM Debt, Local Currency Debt and Blended Debt funds dealing in emerging markets bonds, using a top-down fundamental investment style.

Christian Mejrup

Christian Mejrup works at Global Evolotion where he holds a position as senior portfolio manager responsible for formulating hard currency and local currency strategies with special focus on frontier countries. Previously he held a similar position in Sydbank where he was part of the successful investment management team responsible for emerging markets fixed income and FX mutual funds. Mejrup holds an M.Sc. in business and finance.

Objective

The investment objective is to create long term returns by investing in fixed income instruments and currencies utilizing a diversified selection of strategies within Frontier Markets. The Sub-Fund invests at least 80% of its net assets in issuers located in Frontier Markets countries or economically linked to these countries; however, the Sub Fund does not have specific requirements for investment yield, duration, maturity, market capitalization, or minimum credit quality rating, and may invest without limitation in securities across the full credit spectrum.

Showing fund performance in Luxembourg View performance globally

Performance

Emerging Markets Global Hard Currency over : 30/06/2017 - 30/06/2018
  • Rank 1/107 Total Return
  • Rank 23/107 Standard Deviation
  • Rank 7/107 Max Drawdown
Fund Name Currency Return
1 Global Evolution Funds Frontier Opp Z (EUR) EUR

2.2%

2 Global Evolution Funds - Frontier Markets I EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.2%

3 BlueOrchard Microfinance P EUR Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

0.8%

4 Ashmore SICAV Emerg Mkts Sht Dur R EUR Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

0.0%

5 Franklin Emerg Market Debt Opps II I (Ydis) EUR EUR

-0.3%

Fund Name Currency Risk
21 AG Select EM Inv Grade Bond I MInc Hedged EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

3.0

22 Franklin Emerg Market Inv Grade Debt I (acc) EURH1

Currency exposure is hedged

Currency exposure is hedged

EUR

3.1

23 Global Evolution Funds Frontier Opp Z (EUR) EUR

3.2

23 NEF - Emerging Market Bond R EUR

3.2

25 Amundi Fds Bond Global Emerging Blended - AE (C) EUR

3.2

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 1.0% -3.1%
2017 2.3% 2.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Luxembourg

Fund Info

  • Launch date21/06/2017
  • Share Class size278Mn
  • Base currencyEUR
  • ISIN LU1405032076

Purchase Info

  • Min. initial investment100Mn
  • Min. regular additional investment0

Charges

  • Annual management0.65%
  • Initial investment0.65%

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