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M&G Emerging Markets Bond CHF A Acc

Ranked 1 out of 34 in - Emerging Markets Global Hard Currency over 12 months
All calculations are in CHF unless stated

Managed by

Claudia Calich

Born in 1967 in Brazil, Claudia Calich obtained a BA and an MA in Economics from Susquehanna University in the USA and the International University of Japan respectively. Claudia began her career in 1999, as an emerging market strategist for OppenheimerFunds. In 2004, she joined Invesco as head of the emerging market debt team in New York. She then moved to M&G in October 2013. Claudia lists hiking, skiing, biking and gardening among her interests outside of fund management.

Objective

The Fund aims to maximise total return (the combination of income and growth of capital). The Fund invests mainly in debt instruments issued by emerging market borrowers, including government, government agency and corporate debt. There are no restrictions on the currencies to which the Fund may be exposed. Derivatives may be used for investment purposes as well as for efficient portfolio management. The Fund may also invest in collective investment schemes, other transferable securities (including other debt instruments), cash and near cash, deposits, warrants and money market instruments.

Showing fund performance in Switzerland View performance globally

Performance

Emerging Markets Global Hard Currency over : 30/06/2017 - 30/06/2018
  • Rank 1/34 Total Return
  • Rank 32/34 Standard Deviation
  • Rank 5/34 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
30 BSF Emerging Markets Flexi Dyn Bd A2RF USD Cap CHF

5.8

31 Neuberger Berman EM Debt Blend CHF I2 Dist CHF

6.0

32 M&G Emerging Markets Bond CHF A Acc CHF

6.6

33 Lazard Emerging Markets Debt Blend A Acc CHF Hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

7.7

34 Edmond de Rothschild Fund-Emerging Bonds I CHF H

Currency exposure is hedged

Currency exposure is hedged

CHF

11.6

Fund Name Currency Loss
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%

6 JPM EM Investment Grade Bond I Acc CHF Hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

-5.2%

7 Aviva Investors Emerging Markets Bond Ih CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-5.6%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.0% -1.9%
2017 8.8% 3.9% -1.3% 3.9% 2.1%
2016 14.3% 1.6% 5.7% 4.7% 1.8%
2015 0.5% -0.4% -3.9% 1.3% 3.6%
2014 17.8% 2.4% 5.6% 7.8% 1.1%
2013 0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Switzerland

Fund Info

  • Launch date26/07/2013
  • Base currencyCHF
  • ISIN GB00B94PDJ32

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment75

Charges

  • Annual management1.25%
  • Initial investment4

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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).