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Global Evolution Funds - Frontier Markets R CHF

Ranked 3 out of 34 in - Emerging Markets Global Hard Currency over 12 months
All calculations are in CHF 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.

Christian Mejrup

Christian Mejrup works at Global Evolotion where he holds a position as senior portfolio manager responsible for formulating hard currency and local currency strategies with special focus on frontier countries. Previously he held a similar position in Sydbank where he was part of the successful investment management team responsible for emerging markets fixed income and FX mutual funds. Mejrup holds an M.Sc. in business and finance.

Objective

The investment objective of the fund is to create returns by utilizing a diversified selection of strategies within Frontier Markets. To achieve the investment objective the Investment Manager will use primarily a range of traditional transferable securities like hard and local currency debt securities and derivative financial instruments. Typically, hard currency debts are denominated in USD. Local currency debt securities are fixed income instruments issued by sovereigns, supra-nationals and/or multilaterals in the Frontier Market's own currencies. The performance fee is subject to high water mark.

Showing fund performance in Switzerland View performance globally

Performance

Emerging Markets Global Hard Currency over : 30/06/2017 - 30/06/2018
  • Rank 3/34 Total Return
  • Rank 5/34 Standard Deviation
  • Rank 3/34 Max Drawdown
Fund Name Currency Return
1 M&G Emerging Markets Bond CHF A Acc CHF

2.1%

2 Ashmore SICAV Emerg Mkts Sht Dur Z CHF Inc

Currency exposure is hedged

Currency exposure is hedged

CHF

0.3%

3 Global Evolution Funds - Frontier Markets R CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

0.2%

4 Neuberger Berman EM Debt Blend CHF I2 Dist CHF

-1.2%

5 Neuberger Berman Short Dur EM Debt CHF I5 Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.4%

Fund Name Currency Risk
3 JPM EM Investment Grade Bond I Acc CHF Hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

2.5

4 Aviva Investors Emerging Markets Bond Ih CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.8

5 Global Evolution Funds - Frontier Markets R CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

3.5

6 GAM Multibond - Emerg Mkts Investment Gr Bd-CHF A

Currency exposure is hedged

Currency exposure is hedged

CHF

3.5

7 PIMCO GIS Emerging Markets Bond Inst CHF Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

CHF

3.6

Fund Name Currency Loss
1 Neuberger Berman Short Dur EM Debt CHF I5 Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.3%

2 AXA WF Emerging Markets Short Durat Bonds AC CHF H

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.9%

3 Global Evolution Funds - Frontier Markets R CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-4.2%

4 Ashmore SICAV Emerg Mkts Sht Dur Z CHF Inc

Currency exposure is hedged

Currency exposure is hedged

CHF

-4.6%

5 M&G Emerging Markets Bond CHF A Acc CHF

-4.7%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.8% -4.0%
2017 10.9% 4.3% 2.8% 1.6% 1.8%
2016 9.3% 2.2% 3.4% 4.4% -1.0%
2015 -3.2% 2.6% -0.2% -6.3% 0.9%
2014 3.6% 0.4% 3.0% 1.4% -1.1%
2013 1.0% 1.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Luxembourg
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date17/04/2013
  • Share Class size04Mn
  • Base currencyCHF
  • ISIN LU0875244427
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment50
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment0

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