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DPAM L Bonds Emerging Markets Sust B CHF Cap

Ranked 9 out of 29 in - Emerging Markets Global Local Currency over 12 months
All calculations are in CHF unless stated

Managed by

Thierry Larose

Thierry Larose has 25 years’ experience in finance and is currently a senior portfolio manager in emerging markets at Degroof Petercam Asset Management where he launched the Petercam L Bonds Emerging Markets Sustainable fund in 2013. Prior to joining the firm, Thierry worked at HSBC in London and Brussels. He graduated from the State University of Liege with a BA in Economics specialising in econometrics, financial analysis and portfolio management.

Objective

The fund principally invests in bonds and/or other debt securities, including perpetual bonds, inflation-linked bonds, zero coupon bonds and structured products, such as for example, credit linked notes, denominated in any currency, issued (or guaranteed) by emerging countries, including its regional public authorities and public (or equivalent) bodies or by international public bodies, such as World Bank or the European Bank for Reconstruction and Development and selected on the basis of sustainable development criteria, such as, for example, social equity, environmental awareness and socially equitable political and economic governance.

Showing fund performance in Switzerland View performance globally

Performance

Emerging Markets Global Local Currency over : 30/11/2016 - 30/11/2017
  • Rank 9/29 Total Return
  • Rank 11/29 Standard Deviation
  • Rank 3/29 Max Drawdown
Fund Name Currency Return
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%

11 GAM Multibond - Local Emerging Bd-CHF A

Currency exposure is hedged

Currency exposure is hedged

CHF

11.8%

Fund Name Currency Risk
9 LO Funds - Em Local Curr Bond Fndm (CHF) P A CHF

4.3

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

Currency exposure is hedged

Currency exposure is hedged

CHF

4.3

11 DPAM L Bonds Emerging Markets Sust B CHF Cap CHF

4.7

12 BGF Emer Mkts Loc Curr Bd A2 CHF Hgd

Currency exposure is hedged

Currency exposure is hedged

CHF

4.7

13 CSIMF Emerging Markets Bonds DA CHF

4.9

Fund Name Currency Loss
1 LGT Bond Fund EMMA Quality -(CHF) B-

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.1%

2 Payden Global Emerging Markets Bond CHF CHF

-0.3%

3 DPAM L Bonds Emerging Markets Sust B CHF Cap CHF

-0.4%

4 UBS (Lux) Emerging Ec Global Bonds (USD)(CHFh)P-d

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.5%

5 Rubrics Emerging Markets Fixed Income UCITS H CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.7%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.7% -0.3% 4.3%
2016 10.7% 2.0% 5.4% 3.4% -0.4%
2015 -10.5% -4.4% -5.4% -3.6% 2.6%
2014 13.5% 2.1% 5.1% 3.8% 1.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Luxembourg
  4. Switzerland

Fund Info

  • Launch date09/12/2013
  • Share Class size00Mn
  • Base currencyCHF
  • ISIN LU0966596107

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.80%

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