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Capital Group EM Local Curr Debt (LUX) C CHF

Ranked 8 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 Market government and corporate Bonds, denominated in the local currencies of those issuers. 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 8/29 Total Return
  • Rank 27/29 Standard Deviation
  • Rank 16/29 Max Drawdown
Fund Name Currency Return
6 BNY Mellon Em Mkts Debt Local Curr X CHF Inc CHF

13.3%

7 GAM Multibond - Emerg Mkts Opportunities Bd-CHF A

Currency exposure is hedged

Currency exposure is hedged

CHF

12.7%

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

12.4%

9 DPAM L Bonds Emerging Markets Sust B CHF Cap CHF

12.0%

10 Templeton Emerging Markets Bond A (acc) CHF-H1

Currency exposure is hedged

Currency exposure is hedged

CHF

11.8%

Fund Name Currency Loss
14 Lazard Emerging Markets Local Debt I Acc CHF CHF

-1.9%

15 Ashmore SICAV Local Currency I CHF Inc

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.0%

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

-2.0%

17 Man GLG Global Emerging Mkts Debt TR I H CHF Acc CHF

-2.1%

18 Ashmore SICAV Em Mkts Loc Curr Corp Dbt R CHF Inc

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.5%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.5% -1.7% 4.4%
2016 11.8% 3.7% 4.7% 2.2% 0.7%
2015 -13.0% -6.5% -6.0% -4.5% 3.6%
2014 7.4% 0.7% 5.4% 1.2% 0.0%
2013 -10.3% 4.6% -9.3% -3.5% -2.1%
2012 15.2% 2.4% 4.8% 5.2% 2.1%
2011 -0.7% -1.2% -3.9% -1.6% 6.3%
2010 -3.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date10/08/2010
  • Share Class size00Mn
  • Base currencyCHF
  • ISIN LU0532659876

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.00%

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