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Threadneedle (Lux)-Emerging Market Corp Bond AEH

Ranked 22 out of 40 in - Emerging Markets Global Corporates over 12 months
All calculations are in EUR unless stated

Managed by

Zara Kazaryan

Zara Kazaryan joined Columbia Threadneedle in 2012 as a portfolio manager in the Emerging Market Fixed Income team. She manages the Threadneedle (Lux) Emerging Market Corporate Bond Fund and also generates emerging market investment ideas for the wider investment team. Prior to joining Columbia Threadneedle, Zara worked as a portfolio manager at Alcantara Asset Management, a specialist EM fund. Prior to that Zara worked at Merrill Lynch in the EM Debt origination team and for Biochem Invest in Russia focusing on private equity investments. Zara gained an MBA from the University of Cambridge in 2005 and holds an MA in Economics from Plekhanov Academy of Economics in Russia.

Objective

The Emerging Market Corporate Bonds Portfolio seeks to achieve total return from income and capital appreciation by investing principally in US Dollar-denominated or US Dollar hedged Investment Grade and Below Investment Grade debt and other obligations issued or guaranteed by institutions and corporations having their head office in, or conducting a significant part of their business in, Emerging Market Countries.

Showing fund performance in Sweden View performance globally

Performance

Emerging Markets Global Corporates over : 30/09/2016 - 30/09/2017
  • Rank 22/40 Total Return
  • Rank 19/40 Standard Deviation
  • Rank 22/40 Max Drawdown
Fund Name Currency Return
20 JPM Emerging Markets Corporate Bond A Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

3.6%

21 BGF Emerging Markets Corporate Bond A2 EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

3.6%

22 Henderson HF Emerging Market Corp Bd A2 EUR Acc H

Currency exposure is hedged

Currency exposure is hedged

EUR

3.6%

22 Threadneedle (Lux)-Emerging Market Corp Bond AEH

Currency exposure is hedged

Currency exposure is hedged

EUR

3.6%

24 Amundi Fds Bond Glbl Emerging Corporate - AHE (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

3.5%

Fund Name Currency Risk
18 CS (Lux) Emerging Market Corp InvGr BdFd BHE

Currency exposure is hedged

Currency exposure is hedged

EUR

3.8

19 Threadneedle (Lux)-Emerging Market Corp Bond AEH

Currency exposure is hedged

Currency exposure is hedged

EUR

3.8

20 Morgan Stanley EM Corporate Debt AH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

3.9

20 CS (Lux) Emerging Market Corporate Bond Fund BHEUR

Currency exposure is hedged

Currency exposure is hedged

EUR

3.9

Fund Name Currency Loss
20 Mainfirst - Em Markets Corp Bond Fund Bal A2 EUR EUR

-2.8%

21 Franklin Emerg Market Corporate Debt I (acc) EURH1

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.8%

22 Schroder ISF Emerging Market Corp Bd EURH A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.9%

22 Threadneedle (Lux)-Emerging Market Corp Bond AEH

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.9%

24 UBS (Lux) Bond S - Emerg Econ Corp (USD)(EURh) P-a

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.9%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.6% 1.2% 1.9%
2016 7.8% 2.9% 4.1% 2.8% -2.1%
2015 -1.5% 1.9% -0.1% -3.8% 0.5%
2014 3.6% 2.2% 3.8% -0.8% -1.6%
2013 -1.0% 1.2% -4.4% 1.0% 1.3%
2012 15.3% 5.8% 0.7% 4.6% 3.5%
2011 0.7% 2.2% 1.9% -7.2% 4.3%
2010 8.4% 2.1% -1.0% 7.1% 0.1%
2009 5.1% 7.6% 1.3%
2003 1.9% 2.4% 1.2%
2002 1.4% 1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Hong Kong
  6. Italy
  7. Luxembourg
  8. Macau
  9. Netherlands
  10. Portugal
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. Taiwan
  16. United Kingdom

Fund Info

  • Launch date02/04/2002
  • Share Class size06Mn
  • Base currencyEUR
  • ISIN LU0143865482
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.35%

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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).