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Global Evolution Funds - Frontier Markets R CHF

Ranked 2 out of 27 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.

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 : 30/09/2016 - 30/09/2017
  • Rank 2/27 Total Return
  • Rank 3/27 Standard Deviation
  • Rank 4/27 Max Drawdown
Fund Name Currency Return
1 M&G Emerging Markets Bond CHF A Acc CHF

8.4%

2 Global Evolution Funds - Frontier Markets R CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

7.9%

3 Vontobel Fund Emerging Markets Debt H (CHF) CHF

6.6%

4 Ashmore SICAV Emerging Markets Debt I CHF Inc

Currency exposure is hedged

Currency exposure is hedged

CHF

5.0%

5 PIMCO GIS Emerging Markets Bond Inst CHF Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

CHF

4.5%

Fund Name Currency Risk
1 Neuberger Berman Short Dur EM Debt CHF I3 Acc CHF

1.6

2 AXA WF Emerging Markets Short Durat Bonds AC CHF H

Currency exposure is hedged

Currency exposure is hedged

CHF

2.0

3 Global Evolution Funds - Frontier Markets R CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

4.1

4 Aberdeen Global II - Em Mkts Tot Ret Bond X2 A CHF CHF

4.7

5 M&G Emerging Markets Bond CHF A Acc CHF

4.9

Fund Name Currency Loss
2 AXA WF Emerging Markets Short Durat Bonds AC CHF H

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.5%

3 M&G Emerging Markets Bond CHF A Acc CHF

-1.8%

4 Global Evolution Funds - Frontier Markets R CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.0%

5 BGF Emerging Markets Bond X2 CHF Hedged

Currency exposure is hedged

Currency exposure is hedged

CHF

-4.0%

6 Aberdeen Global II - Em Mkts Tot Ret Bond X2 A CHF CHF

-4.2%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.3% 2.8% 1.6%
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).