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Global Evolution Funds - EM Debt and FX R

Ranked 1 out of 18 in - Currency over 12 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.


The investment objective of the fund is to create returns. To achieve the investment objective the fund invests in a range of foreign exchange spot and forwards, options, non-deliverable forwards (NDFs), non-deliverable options (NDOs) and other currency-linked instruments. The fund may perform derivative trades in order to hedge positions or to increase its returns. Within this scope, the choice of the individual assets is performed by the investment manager of the fund.

Showing fund performance in Switzerland View performance globally


Currency over : 30/11/2016 - 30/11/2017
  • Rank 1/18 Total Return
  • Rank 15/18 Standard Deviation
  • Rank 5/18 Max Drawdown
Fund Name Currency Risk
13 OG Top Currencies Fund P EUR


14 Base Investments Euro Hedging EUR

Currency exposure is hedged

Currency exposure is hedged



15 Global Evolution Funds - EM Debt and FX R EUR


16 Pioneer Funds Abs Return Currencies A No Dis EUR EUR


17 Goldman Sachs Glo Curr Plus Pf OCS Acc EUR-H

Currency exposure is hedged

Currency exposure is hedged



Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.4% -0.1% 2.4%
2016 12.7% 5.1% 4.4% 1.3% 1.5%
2015 -6.2% 2.7% -2.7% -7.6% 1.6%
2014 4.2% 0.0% 0.0% 0.5% 3.7%
2013 0.0% 0.0% 0.0% 0.0% 0.0%
2012 0.9% 1.3% 1.2% -1.6% 0.0%
2011 -1.6% -0.7% 0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date31/01/2011
  • Share Class size19Mn
  • Base currencyEUR
  • ISIN LU0501220858

Purchase Info

  • Min. initial investment50
  • Min. regular additional investment0


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