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Global Evolutions Fd-Em.Mkts L.D. Z Eur

Ranked 31 out of 90 in - Emerging Markets Global Local Currency over 3 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.

Lars Nielsen

Objective

The investment objective of the sub-fund is to create long term returns. To achieve this objective the sub-fund invests mainly in a range of traditional transferable and listed fixed income securities issued by emerging markets sovereigns, supra-nationals and/or multilaterals (denominated in local currency) and financial derivative instruments. The sub-fund invests at least 80% of its net assets in local currency denominated fixed income and currency instruments issued by emerging markets governments, sovereigns, supra-nationals, quasi sovereign agencies and/or multilaterals.

Showing fund performance in Luxembourg View performance globally

Performance

Emerging Markets Global Local Currency over : 30/03/2018 - 30/06/2018
  • Rank 31/90 Total Return
  • Rank 75/90 Standard Deviation
  • Rank 31/90 Max Drawdown
Fund Name Currency Return
29 Capital Group EM Debt (LUX) Tgdh EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.8%

30 Nordea 1 - Emerging Market Local Debt E EUR EUR

-5.9%

31 Global Evolutions Fd-Em.Mkts L.D. Z Eur EUR

-6.2%

32 Jyske Invest Emerging Local Market Bonds CL EUR

-6.2%

32 T Rowe Emerging Local Markets Bond Q EUR Acc EUR

-6.2%

Fund Name Currency Risk
73 Goldman Sachs Em Mkts Debt Local Pf E EUR EUR

5.4

74 Global Evolution Funds - EM Local Debt I EUR EUR

5.6

75 Global Evolutions Fd-Em.Mkts L.D. Z Eur EUR

5.6

76 BNY Mellon Em Mkts Debt Local Curr I EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

5.6

77 UniWirtschaftsAspirant A

Currency exposure is hedged

Currency exposure is hedged

EUR

5.7

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 1.1% -6.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg

Fund Info

  • Launch date10/11/2017
  • Share Class size172Mn
  • Base currencyEUR
  • ISIN LU1405031854

Purchase Info

  • Min. initial investment100Mn

Charges

  • Initial investment0.00%

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