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Capital Group EM Debt (LUX) B CHF

Ranked 4 out of 28 in - Emerging Markets Global Local Currency over 12 months
All calculations are in CHF unless stated

Managed by

Robert Neithart

Robert Neithart is a fixed-income portfolio manager at Capital Group and chairman of the Fixed Income Management Committee and of Capital Strategy Research, Inc. Neithart manages a number of bond funds for the firm and his investment responsibilities cover global multi-currency fixed income, emerging market debt and global high income portfolios. He holds a bachelor’s degree in economics from Occidental College in Los Angeles and is a CFA Charter Holder.

Kirstie Spence

Kirstie Spence is a fixed-income portfolio manager at Capital Group, where she runs two emerging market debt funds. Spence takes a macro outlook to investing, with economic and political decisions serving as a framework for her investment decisions. Spence began her career at Capital focusing on markets in Latin America, as well as European telecommunications as a credit analyst. She attended the University of St. Andrews where she received a master’s degree in German and international relations.

Objective

To provide, over the long term, a high level of total return, of which a large component is current income. The Fund invests primarily in Emerging Markets government and corporate Bonds, denominated in various currencies. These are usually listed or traded on other Regulated Markets.

Showing fund performance in Switzerland View performance globally

Performance

Emerging Markets Global Local Currency over : 30/06/2017 - 30/06/2018
  • Rank 4/28 Total Return
  • Rank 7/28 Standard Deviation
  • Rank 4/28 Max Drawdown
Fund Name Currency Loss
3 LGT Bond Fund EMMA Quality -(CHF) B-

Currency exposure is hedged

Currency exposure is hedged

CHF

-4.8%

4 Capital Group EM Debt (LUX) B CHF CHF

-5.7%

5 Pictet-Short-Term Emerging Local Curr Debt-P CHF CHF

-6.0%

6 LO Funds - Em Local Curr Bond Fndm (CHF) P A CHF

-6.1%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.1% -4.5%
2017 7.0% 4.2% -2.1% 4.1% 0.8%
2016 9.7% 1.7% 5.0% 2.5% 0.2%
2015 -9.1% -3.5% -6.0% -2.5% 2.8%
2014 11.4% 1.6% 4.9% 3.0% 1.5%
2013 -10.5% 3.1% -8.1% -4.0% -1.5%
2012 15.6% 2.7% 4.7% 5.4% 2.0%
2011 -1.5% -0.8% -4.9% -1.9% 6.3%
2010 0.6% 6.0% 1.0% -1.8% -4.3%
2009 23.4% 7.8% 7.0% 4.8% 2.2%
2008 -16.4% -11.1% 2.1% 3.4% -10.8%
2007 -2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. France
  3. Hong Kong
  4. Korea
  5. Luxembourg
  6. Singapore
  7. Switzerland
  8. United Kingdom

Fund Info

  • Launch date08/06/2009
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU0533017629

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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