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Nordea 1 - Emerging Mkt Bond Opportunities BP EUR

Ranked 30 out of 82 in - Emerging Markets Global Local Currency over 12 months
All calculations are in EUR unless stated

Managed by

David Bessey

David Bessey is managing director and head of Prudential Fixed Income’s Emerging Markets team, investing in emerging market debt denominated in both $US and local currencies. Alongside co-manager Cathy Hepworth, he successfully manages the WIP Emerging Markets Fixed Income Fund. Bessey also specializes in the utility and sovereign sectors for the high yield team. From 1994 to 1999, Bessey was a senior portfolio manager for emerging markets portfolios and $US investment grade assets. Previously, he developed asset allocation strategies for insurance portfolios and managed Prudential Financial’s long-term funding book. Prior to joining Prudential Financial in 1989, Bessey was a project manager on various engineering projects in the United States, Asia, and Latin America. Bessey received a B.S. in geological engineering from Cornell University and an MBA in finance from the Sloan School at the Massachusetts Institute of Technology.

Cathy Hepworth

Cathy Hepworth attended Georgetown University in 1984 and New York University in 1993 where she obtained a BSc in Foreign Science and an MBA in Finance respectively. She began her career as an analyst at Golembe Associates in 1984, and later joined Merrill Lynch in 1986 and Bankers Trust in 1986 working as an associate. She joined Oppenheim Pramerica in 1989 and currently co-manages (with David Bessey) the Wip Emerging Markets Fixed Income Fund. Outside of fund management, Cathy enjoys running.

Objective

The Sub-fund invests a minimum of two-thirds of its Total Assets in Debt Securities issued by either Public Authorities or Private Borrowers, which are domiciled or exercise the predominant part of their economic activity in Emerging Markets. These securities are denominated in local currencies as well as in hard currencies such as USD and EUR.

Showing fund performance in Luxembourg View performance globally

Performance

Emerging Markets Global Local Currency over : 30/06/2017 - 30/06/2018
  • Rank 30/82 Total Return
  • Rank 8/82 Standard Deviation
  • Rank 12/82 Max Drawdown
Fund Name Currency Return
28 HSBC GIF Gbl Emerging Markets Local Debt ID HEUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.4%

29 TCW Emerging Mrkts Local Currency Income Fd ATFHE

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.4%

30 Nordea 1 - Emerging Mkt Bond Opportunities BP EUR EUR

-5.4%

31 GAM Multibond - Local Emerging Bd-EUR C

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.4%

32 Investec GSF Emerging Mkts LC Dyn Debt J Acc EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.4%

Fund Name Currency Risk
8 Nordea 1 - Emerging Mkt Bond Opportunities BP EUR EUR

3.4

9 HSBC GIF Gbl Emerging Markets Local Debt ID HEUR

Currency exposure is hedged

Currency exposure is hedged

EUR

3.5

10 Capital Group EM Debt (LUX) Tgdh EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

3.5

Fund Name Currency Loss
10 Single Select Platform OFI Global Emerging Debt I EUR

-5.4%

11 Amundi Funds II EM Bond Local Currencies E ND EUR EUR

-5.4%

12 Nordea 1 - Emerging Mkt Bond Opportunities BP EUR EUR

-5.6%

13 NN (L) EM Debt (LC) I C EUR Hdgiv

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.7%

14 AG Frontier Markets Bond X Acc Hedged EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-6.1%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.6% -3.2%
2017 0.0% 5.0% -4.1% 0.1% -0.8%
2016 14.0% 2.8% 6.8% 3.9% -0.1%
2015 2.8% 11.8% -4.7% -6.8% 3.5%
2014 14.4% 3.6% 6.0% 4.7% -0.5%
2013 -12.8% 2.1% -9.9% -2.5% -2.8%
2012 1.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Estonia
  5. Finland
  6. France
  7. Germany
  8. Italy
  9. Latvia
  10. Lithuania
  11. Luxembourg
  12. Netherlands
  13. Spain
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date03/09/2012
  • Share Class size01Mn
  • Base currencyEUR
  • ISIN LU0772919543

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.20%
  • Initial investment1.2

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