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

Ranked 79 out of 91 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 : 30/06/2018 - 30/09/2018
  • Rank 79/91 Total Return
  • Rank 79/91 Standard Deviation
  • Rank 78/91 Max Drawdown
Fund Name Currency Return
77 Vontobel Fund Sust Em Markets LC Bond H EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.4%

78 Eurizon Fund SLJ Emerging Local Market Debt Z EUR

-3.4%

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

-3.4%

80 Neuberger Berman EM Debt Loc Curr EUR A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.6%

81 Aberdeen Global - Emerging Markets LC Bd A Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.6%

Fund Name Currency Risk
77 Robeco Emerging Debt D EUR EUR

18.5

78 Templeton Emerging Markets Bond A (Ydis) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

EUR

19.1

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

19.2

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

Currency exposure is hedged

Currency exposure is hedged

EUR

19.2

81 Neuberger Berman EM Debt Loc Curr EUR A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

19.5

Fund Name Currency Loss
76 PARVEST Bond World Emerging Local I RH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-7.0%

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

Currency exposure is hedged

Currency exposure is hedged

EUR

-7.3%

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

-7.4%

79 Allianz Emerging Markets Local Cur Bond - A(H2EUR)

Currency exposure is hedged

Currency exposure is hedged

EUR

-7.4%

80 Templeton Emerging Markets Bond A (Ydis) EUR-H1

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 1.1% -6.2% -3.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Luxembourg

Fund Info

  • Launch date10/11/2017
  • Share Class size167Mn
  • 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).