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Global Evolution Funds Frontier Opp Z (EUR)

Ranked 23 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.

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 : 30/09/2017 - 30/09/2018
  • Rank 23/113 Total Return
  • Rank 47/113 Standard Deviation
  • Rank 49/113 Max Drawdown
Fund Name Currency Return
21 Danske Invest EM Debt Hard Curr I EUR EUR

-4.0%

22 DWS Invest Emerging Mrkts IG Sov Dt IDH

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.0%

23 Global Evolution Funds Frontier Opp Z (EUR) EUR

-4.0%

24 Man GLG Global Emerging Markets Bond I H EUR Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.1%

25 Amundi SICAVII Emerging Markets Bond I Dis Hdg EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.1%

Fund Name Currency Risk
46 JPM Emerging Markets Debt A Dis EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

4.9

47 MMA II - Emerging Markets Debt EUR-hedged F-acc

Currency exposure is hedged

Currency exposure is hedged

EUR

4.9

47 Global Evolution Funds Frontier Opp Z (EUR) EUR

4.9

49 Eurizon Fund Bond Emerging Markets RH

Currency exposure is hedged

Currency exposure is hedged

EUR

5.0

Fund Name Currency Loss
48 MMA II - Emerging Markets Debt EUR-hedged F-acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-7.0%

49 Global Evolution Funds Frontier Opp Z (EUR) EUR

-7.1%

50 JPM Emerging Markets Debt A Dis EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

-7.2%

51 NEF - Emerging Market Bond R EUR

-7.3%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 1.0% -3.1% -4.0%
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 size267Mn
  • Base currencyEUR
  • ISIN LU1405032076

Purchase Info

  • Min. initial investment100Mn
  • Min. regular additional investment0

Charges

  • Annual management0.65%
  • 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).