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Lazard Emerging Markets Debt Blend A Acc CHF Hdg

Ranked 7 out of 41 in - Emerging Markets Global Hard Currency over 3 months
All calculations are in CHF unless stated

Managed by

Arif Joshi

Arif Joshi is a Portfolio Manager and Managing Director at Lazard Asset Management, co-managing the firm’s emerging market debt funds with Denise Simon. Joshi brings over 15 years' industry experience to his role, having joined Lazard from HSBC Asset Management in 2010 and having previously served as an Associate at Atlantic Advisors. Joshi’s top-down investment style focuses on macro-economic factors and his funds are aimed towards producing consistent returns in all market environments. He holds an MBA in Finance from Columbia Business School and is based in New York.

Denise Simon

Denise Simon studied economics at George Washington University. She started her career with UBS, then moved to Kleinwort Benson. In 1992 she joined to Lehman and was executive director of emerging markets trading until 1995. She was a senior trader in emerging European debt and equity at Bayerische Vereinsbank before joining Atlantic (now owned by HSBC) in 1998. Denise then joined Lazard in 2010 where she manages global emerging market debt portfolios.

Objective

The objective of the fund is to maximise total return from income and capital growth. in pursuit of its objective, the fund will build and maintain a diversified portfolio consisting of fixed and/or floating rate Investment Grade, Non-Investment Grade and Unrated bonds and other Fixed Income Securities, which are primarily issued by Emerging Market Companies, by governments, government agencies or supranational bodies of Emerging Market Countries, or denominated in emerging market currencies or collaterised by emerging market debt; FDI; units or shares of collective investmnet schemes; and cash.

Showing fund performance in Switzerland View performance globally

Performance

Emerging Markets Global Hard Currency over : 30/08/2018 - 30/11/2018
  • Rank 7/41 Total Return
  • Rank 34/41 Standard Deviation
  • Rank 10/41 Max Drawdown
Fund Name Currency Return
5 Neuberger Berman Short Dur EM Debt CHF I5 Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

0.4%

6 Barings Emerging Markets Debt Blended TR A CHF Acc CHF

0.0%

7 Lazard Emerging Markets Debt Blend A Acc CHF Hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.1%

8 AXA WF Emerging Markets Short Durat Bonds AC CHF H

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.4%

9 Muzinich Emerging Market Debt Hdg CHF Inc Founder

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.6%

Fund Name Currency Risk
32 PrivilEdge - Payden Emerging Market Debt SH CHF MA

Currency exposure is hedged

Currency exposure is hedged

CHF

8.3

33 Ashmore SICAV Emerging Markets Debt I CHF Inc

Currency exposure is hedged

Currency exposure is hedged

CHF

8.4

34 Lazard Emerging Markets Debt Blend A Acc CHF Hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

8.4

35 BGF Emerging Markets Bond X2 CHF Hedged

Currency exposure is hedged

Currency exposure is hedged

CHF

8.5

36 GAM Multibond - Emerging Bd-CHF A

Currency exposure is hedged

Currency exposure is hedged

CHF

8.9

Fund Name Currency Loss
8 Barings Emerging Markets Debt Blended TR A CHF Acc CHF

-1.5%

9 Global Evolution Funds - Frontier Markets R CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.6%

10 Lazard Emerging Markets Debt Blend A Acc CHF Hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.7%

11 JPM EM Investment Grade Bond I Acc CHF Hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.8%

12 MFS Meridian Funds-Emerging Markets Debt AH1 CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.9%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 1.1% -9.8% -1.1%
2017 9.5% 4.5% 1.8% 2.8% 0.1%
2016 6.1% 6.8% 3.4% 2.6% -6.3%
2015 -11.3% -1.4% -1.7% -8.3% -0.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Ireland
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date14/11/2014
  • Share Class size43Mn
  • Base currencyUSD
  • ISIN IE00BQR9ZD94
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment1,000

Charges

  • Annual management0.80%

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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).