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Edmond de Rothschild Fund-Emerging Bonds I CHF H

Ranked 2 out of 41 in - Emerging Markets Global Hard Currency over 3 months
All calculations are in CHF unless stated

Managed by

Romain Bordenave

Jean-Jacques Durand

French-born Jean-Jacques Durand is currently based in Paris where he is a fund manager at Edmond de Rothschild Asset Management having joined in 2011 from Gecko Capital Partners. He manages the EdR Emerging Bonds Fund using a total return, non-benchmarked investment style. Outside of fund management, Jean-Jacques enjoys many sports such as swimming, running, surfing and trekking and also painting.

Objective

The Sub-Funds investment objective is to outperform its benchmark, namely the JP Morgan EMBI Global Index, over an investment horizon of three years, using discretionary management on all bond markets from emerging countries. The Sub-Funds investment strategy consists in constructing a portfolio that represents the Investment Managers expectations on all bond markets and currencies from emerging countries. Geographic diversification includes the countries of Latin America, Africa, the Middle East, Asia, and Central and Eastern Europe.

Showing fund performance in Switzerland View performance globally

Performance

Emerging Markets Global Hard Currency over : 30/08/2018 - 30/11/2018
  • Rank 2/41 Total Return
  • Rank 14/41 Standard Deviation
  • Rank 1/41 Max Drawdown
Fund Name Currency Return
1 M&G Emerging Markets Bond CHF A Acc CHF

3.9%

2 Edmond de Rothschild Fund-Emerging Bonds I CHF H

Currency exposure is hedged

Currency exposure is hedged

CHF

3.3%

3 Neuberger Berman EM Debt Blend CHF I2 Dist CHF

2.7%

4 Ashmore Emerging Markets Short Duration Z CHF Inc

Currency exposure is hedged

Currency exposure is hedged

CHF

0.9%

5 Neuberger Berman Short Dur EM Debt CHF I5 Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

0.4%

Fund Name Currency Risk
12 MFS Meridian Funds-Emerging Markets Debt AH1 CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

6.1

13 M&G Emerging Markets Bond CHF A Acc CHF

6.2

14 Edmond de Rothschild Fund-Emerging Bonds I CHF H

Currency exposure is hedged

Currency exposure is hedged

CHF

6.3

15 PrivilEdge - BlackRock Emer Mar Dyn Bd SH CHF MA

Currency exposure is hedged

Currency exposure is hedged

CHF

6.6

16 Neuberger Berman EM Debt Blend CHF I2 Dist CHF

6.7

Fund Name Currency Loss
1 Edmond de Rothschild Fund-Emerging Bonds I CHF H

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.1%

2 Ashmore Emerging Markets Short Duration Z CHF Inc

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.5%

3 Neuberger Berman Short Dur EM Debt CHF I5 Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.7%

4 Neuberger Berman EM Debt Blend CHF I2 Dist CHF

-0.7%

5 M&G Emerging Markets Bond CHF A Acc CHF

-0.7%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 4.6% -7.6% -6.3%
2017 -10.2% 4.6% -4.1% -0.1% -10.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date15/12/2016
  • Share Class size04Mn
  • Base currencyEUR
  • ISIN LU1225424750
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment0

Charges

  • Initial investment0.00%

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