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Global Evolution Funds - EM Debt I EUR

Ranked 32 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.

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 utilizing a diversified selection of investment opportunities within Emerging Markets Debt. To achieve this objective the Investment Manager will mainly use a range of traditional transferable and listed debt securities issued in hard currency by emerging markets sovereigns, supra-nationals and/or multilaterals. A minor part of the portfolio can be in invested emerging markets sovereign, supra-national and multilateral debt securities issued in emerging markets local currency and in currency instruments. The performance fee is subject to high water mark.

Showing fund performance in Luxembourg View performance globally

Performance

Emerging Markets Global Hard Currency over : 30/09/2017 - 30/09/2018
  • Rank 32/113 Total Return
  • Rank 71/113 Standard Deviation
  • Rank 54/113 Max Drawdown
Fund Name Currency Return
30 Aviva Investors Emerging Markets Bond Ih EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.3%

31 Epsilon Emerging Bond Total Return Enhanced R EUR

-4.3%

32 Global Evolution Funds - EM Debt I EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.3%

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

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.3%

34 OSTR Emerging Market Debt Fund EUR

-4.4%

Fund Name Currency Risk
69 Amundi Fds Bond Glbl Emerg Hard Currency - AE (C) EUR

5.6

70 Legg Mason WA Em Mkts Total Rtn Bd A Acc Hdg EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

5.7

71 Global Evolution Funds - EM Debt I EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

5.7

72 BGF Emerging Markets Bond X2 EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

5.8

73 PARVEST Bond World Emerging IH EUR Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

5.9

Fund Name Currency Loss
52 Wellington Opportunistic EM Debt EUR S Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

-7.4%

53 Global Evolution Funds - Frontier Markets I EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-7.4%

54 Global Evolution Funds - EM Debt I EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-7.5%

55 Deka-EM Bond CF

Currency exposure is hedged

Currency exposure is hedged

EUR

-7.5%

56 SLI Glo SICAV Emerging Market Debt A Acc EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-7.5%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.6% -4.2% 0.9%
2017 10.1% 4.2% 1.7% 2.3% 1.6%
2016 9.3% 4.9% 4.8% 4.5% -4.9%
2015 -1.7% 2.5% -1.8% -2.9% 0.5%
2014 8.2% 3.2% 4.4% -0.3% 0.7%
2013 -3.9% -1.8% -4.7% 1.0% 1.7%
2012 16.0% 3.9% 2.1% 5.9% 3.2%
2011 -1.9% 4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date21/06/2011
  • Share Class size180Mn
  • Base currencyEUR
  • ISIN LU0616502026
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

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).