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Global Evolution Funds - EM Blended Debt R EUR

Ranked 111 out of 113 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.

Lars Nielsen

Kristian Wigh

Kristian Wigh works at Global Evolution where he holds the position of senior portfolio manager responsible for formulating hard currency strategies with focus on traditional emerging market countries. Previously Wigh worked as a research analyst for Mergermarket (FT Group) and Danske Capital while studying towards his BA. Kristian holds an M.Sc. in finance and has completed CFA Level I.

Objective

The investment objective of the fund is to create returns by actively allocating between a diversified selection of investment opportunities within Emerging Markets Hard Currency and Local Currency Debt. To achieve the fund will mainly use a range of traditional transferable and listed debt securities issued in hard currency (typically denominated in USD) and in emerging markets local currency by emerging markets sovereigns, supra-nationals and/or multilaterals. The Fund will also invest in currency instruments.

Showing fund performance in Luxembourg View performance globally

Performance

Emerging Markets Global Hard Currency over : 30/09/2017 - 30/09/2018
  • Rank 111/113 Total Return
  • Rank 112/113 Standard Deviation
  • Rank 111/113 Max Drawdown
Fund Name Currency Return
109 BSF Emerging Markets Flexi Dyn Bd D2 EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

-9.7%

110 UBI SICAV - Emerging Markets Bond R EUR

-9.9%

111 Global Evolution Funds - EM Blended Debt R EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-10.3%

112 PrivilEdge - BlackRock Emer Mar Dyn Bd SH EUR MA

Currency exposure is hedged

Currency exposure is hedged

EUR

-10.5%

113 Edmond de Rothschild Fund-Emerging Bonds K EURH

Currency exposure is hedged

Currency exposure is hedged

EUR

-18.9%

Fund Name Currency Risk
110 UBI SICAV - Emerging Markets Bond R EUR

8.9

111 CMB Global Lux Dette Emergente IMH Dis

Currency exposure is hedged

Currency exposure is hedged

EUR

9.0

112 Global Evolution Funds - EM Blended Debt R EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

9.2

113 Edmond de Rothschild Fund-Emerging Bonds K EURH

Currency exposure is hedged

Currency exposure is hedged

EUR

14.1

Fund Name Currency Loss
109 BSF Emerging Markets Flexi Dyn Bd D2 EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

-13.8%

110 CMB Global Lux Dette Emergente IMH Dis

Currency exposure is hedged

Currency exposure is hedged

EUR

-13.8%

111 Global Evolution Funds - EM Blended Debt R EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-14.2%

112 PrivilEdge - BlackRock Emer Mar Dyn Bd SH EUR MA

Currency exposure is hedged

Currency exposure is hedged

EUR

-14.4%

113 Edmond de Rothschild Fund-Emerging Bonds K EURH

Currency exposure is hedged

Currency exposure is hedged

EUR

-21.4%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.1% -8.7% -2.2%
2017 10.1% 5.1% 2.0% 2.4% 0.4%
2016 8.7% 6.6% 3.8% 2.9% -4.6%
2015 -9.2% -1.3% -1.6% -6.4% 0.0%
2014 -0.3% 1.6% 3.7% -3.0% -2.3%
2013 -8.8% -1.0% -7.2% -0.1% -0.7%
2012 17.6% 6.9% 1.1% 5.7% 3.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. France
  4. Germany
  5. Luxembourg
  6. Spain
  7. Switzerland
  8. United Kingdom

Fund Info

  • Launch date22/11/2011
  • Share Class size14Mn
  • Base currencyEUR
  • ISIN LU0616502612
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment50
  • Min. regular additional investment0

Charges

  • Annual management1.35%
  • 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).