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Capital Group EM Debt (LUX) B CHF

Ranked 22 out of 29 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 : 30/11/2016 - 30/11/2017
  • Rank 22/29 Total Return
  • Rank 25/29 Standard Deviation
  • Rank 21/29 Max Drawdown
Fund Name Currency Return
20 Pictet-Emerging Local Currency Debt-HZ CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

9.8%

21 Rubrics Emerging Markets Fixed Income UCITS H CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

9.1%

22 Capital Group EM Debt (LUX) B CHF CHF

8.9%

23 HSBC GIF GEM Inflation Linked Bond AC CHF CHF

8.5%

24 BlueBay Em Mkt Local Currency Bond R CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

7.7%

Fund Name Currency Risk
23 PrivilEdge - Ashmore EM Local Curr Bond SH CHF IA

Currency exposure is hedged

Currency exposure is hedged

CHF

5.6

24 Investec GSF Emerging Mkts LC Dyn Debt J Acc CHF H

Currency exposure is hedged

Currency exposure is hedged

CHF

5.7

25 Capital Group EM Debt (LUX) B CHF CHF

5.7

26 Ashmore SICAV Em Mkts Local Currency Bd I CHF Inc

Currency exposure is hedged

Currency exposure is hedged

CHF

5.8

27 Capital Group EM Local Curr Debt (LUX) C CHF CHF

6.0

Fund Name Currency Loss
19 HSBC GIF GEM Inflation Linked Bond AC CHF CHF

-2.7%

20 VF Emerging Markets Local Currency Bond H hgd

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.7%

21 Capital Group EM Debt (LUX) B CHF CHF

-2.8%

22 Pictet-Global Emerging Currencies-P CHF CHF

-2.8%

23 BGF Emer Mkts Loc Curr Bd A2 CHF Hgd

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.1%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.2% -2.1% 4.1%
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 currencyCHF
  • 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).