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Carmignac Pfl Unconstrained Glbl Bd A EUR acc

Ranked 28 out of 36 in - Global Flexible over 12 months
All calculations are in SEK unless stated

Managed by

Charles Zerah

Charles Zerah began his career as a fixed income portfolio manager at AXA IM in 1995, and started running emerging debt funds a year later. He joined Crédit Lyonnais AM in 1999 as a Senior Manager for the emerging bond market asset class. Following the merger of CLAM with CA-AM, Charles Zerah joined the international bond management team led by Bruno Crastes in London, where he was responsible for the overall of emerging bond markets management. Charles took over the management of Carmignac Global Bond in March 2010, and was appointed as co-manager of the newly launched Carmignac Emerging Patrimoine, a balanced emerging market fund investing across equity, fixed income and currency markets in the emerging space. Charles is responsible for the bond & currency portion of the Fund, which includes local currency as well as hard currency emerging debt. Born in 1973, Charles Zerah holds a Master’s degree in Banking and Finance and a DESS postgraduate diploma in Finance with a major in Financial Markets, from the University of Paris II Panthéon Assas.

Objective

This Sub Fund invests mainly in international bonds directly or indirectly through the UCITS or other UCIs that it holds.The objective of the SubFund is to outperform the JP Morgan Global Government Bond Index (JNUCGBIG), calculated with coupons reinvested, over a recommended minimum investment period of two years.

Showing fund performance in Sweden View performance globally

Performance

Global Flexible over : 30/06/2017 - 30/06/2018
  • Rank 28/36 Total Return
  • Rank 32/36 Standard Deviation
  • Rank 35/36 Max Drawdown
Fund Name Currency Return
26 M&G Global Macro Bond EUR C-H Inc

Currency exposure is hedged

Currency exposure is hedged

SEK

5.4%

27 BGF Strategic Global Bond E2 EUR hedged

Currency exposure is hedged

Currency exposure is hedged

SEK

5.4%

28 Carmignac Pfl Unconstrained Glbl Bd A EUR acc SEK

5.3%

29 Schroder ISF Strategic Bond EUR Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

SEK

5.2%

30 Franklin Strategic Income A (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

SEK

5.0%

Fund Name Currency Risk
30 T Rowe Dynamic Global Bond Ih EUR Cap

Currency exposure is hedged

Currency exposure is hedged

SEK

7.1

31 Schroder ISF Strategic Bond EUR Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

SEK

7.7

32 Carmignac Pfl Unconstrained Glbl Bd A EUR acc SEK

7.9

33 UBS (Lux) Bond S - Global Dynamic (USD)(EURh) P-a

Currency exposure is hedged

Currency exposure is hedged

SEK

8.2

34 Amundi Fds Bond Global Total Return - AE (C) SEK

8.4

Fund Name Currency Loss
32 Amundi Fds Bond Global Total Return - AE (C) SEK

-4.5%

33 Schroder ISF Strategic Bond EUR Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

SEK

-4.8%

34 Amundi Fds Bond Global Aggregate - AE (D)

Currency exposure is hedged

Currency exposure is hedged

SEK

-5.1%

35 Carmignac Pfl Unconstrained Glbl Bd A EUR acc SEK

-5.2%

36 Amundi Funds II Strategic Income I No Dis EUR

Currency exposure is hedged

Currency exposure is hedged

SEK

-5.8%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 6.2% -2.9%
2017 2.7% 1.5% -0.8% -0.3% 2.4%
2016 14.5% 2.2% 6.9% 3.5% 1.2%
2015 -0.1% 9.4% -7.6% 1.3% -2.5%
2014 21.8% 4.5% 5.7% 3.0% 7.0%
2013 -1.6% -1.3% 0.2% -5.4% 5.2%
2012 3.2% -2.4% 8.6% -4.1% 1.5%
2011 8.0% -2.6% -0.2% 10.0% 1.0%
2010 -7.2% -3.2% 5.1% -3.6% -5.4%
2009 -18.4% 2.2% -10.0% -10.4% -1.0%
2008 22.7% -0.9% -4.6% 6.2% 22.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Spain
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date14/12/2007
  • Share Class size534Mn
  • Base currency
  • ISIN LU0336083497

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment1

Charges

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