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Capital Group EM Local Curr Debt (LUX) C CHF

Ranked 9 out of 28 in - Emerging Markets Global Local Currency over 12 months
All calculations are in CHF unless stated

Managed by

Robert Neithart

Robert Neithart is a fixed-income portfolio manager at Capital Group and chairman of the Fixed Income Management Committee and of Capital Strategy Research, Inc. Neithart manages a number of bond funds for the firm and his investment responsibilities cover global multi-currency fixed income, emerging market debt and global high income portfolios. He holds a bachelor’s degree in economics from Occidental College in Los Angeles and is a CFA Charter Holder.

Kirstie Spence

Kirstie Spence is a fixed-income portfolio manager at Capital Group, where she runs two emerging market debt funds. Spence takes a macro outlook to investing, with economic and political decisions serving as a framework for her investment decisions. Spence began her career at Capital focusing on markets in Latin America, as well as European telecommunications as a credit analyst. She attended the University of St. Andrews where she received a master’s degree in German and international relations.

Objective

To provide, over the long term, a high level of total return, of which a large component is current income. The Fund invests primarily in Emerging Market government and corporate Bonds, denominated in the local currencies of those issuers. These are usually listed or traded on other Regulated Markets.

Showing fund performance in Switzerland View performance globally

Performance

Emerging Markets Global Local Currency over : 30/09/2017 - 30/09/2018
  • Rank 9/28 Total Return
  • Rank 15/28 Standard Deviation
  • Rank 12/28 Max Drawdown
Fund Name Currency Return
7 Pictet-Short-Term Emerging Local Curr Debt-P CHF CHF

-5.7%

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

Currency exposure is hedged

Currency exposure is hedged

CHF

-6.1%

9 Capital Group EM Local Curr Debt (LUX) C CHF CHF

-6.7%

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

Currency exposure is hedged

Currency exposure is hedged

CHF

-7.0%

11 CSIMF Emerging Markets Bonds DA CHF

-7.4%

Fund Name Currency Risk
13 Vontobel Fund Sust Em Markets LC Bond H CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

10.8

14 CSIMF Emerging Markets Bonds DA CHF

10.9

15 Capital Group EM Local Curr Debt (LUX) C CHF CHF

11.1

16 Pictet-Short-Term Emerging Local Curr Debt-P CHF CHF

11.1

17 Pictet-Emerging Local Currency Debt-HZ CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

11.7

Fund Name Currency Loss
10 Pictet-Short-Term Emerging Local Curr Debt-P CHF CHF

-11.9%

11 Ashmore SICAV Local Currency I CHF Inc

Currency exposure is hedged

Currency exposure is hedged

CHF

-12.1%

12 Capital Group EM Local Curr Debt (LUX) C CHF CHF

-12.8%

13 CSIMF Emerging Markets Bonds DA CHF

-13.3%

14 GAM Multibond - Emerg Mkts Opportunities Bd-CHF A

Currency exposure is hedged

Currency exposure is hedged

CHF

-13.5%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 2.2% -6.9% -3.0%
2017 10.5% 6.5% -1.7% 4.4% 1.0%
2016 11.8% 3.7% 4.7% 2.2% 0.7%
2015 -13.0% -6.5% -6.0% -4.5% 3.6%
2014 7.4% 0.7% 5.4% 1.2% 0.0%
2013 -10.3% 4.6% -9.3% -3.5% -2.1%
2012 15.2% 2.4% 4.8% 5.2% 2.1%
2011 -0.7% -1.2% -3.9% -1.6% 6.3%
2010 -3.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Hong Kong
  4. Korea
  5. Luxembourg
  6. Singapore
  7. Switzerland
  8. United Kingdom

Fund Info

  • Launch date10/08/2010
  • Share Class size00Mn
  • Base currencyCHF
  • ISIN LU0532659876

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.00%

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