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Global Evolution Funds - EM Debt and FX R

Ranked 14 out of 14 in - Currency over 12 months
All calculations are in EUR unless stated

Managed by

Morten Bugge

Danish-born Morten Bugge is co-founder and chief investment officer at Global Evolution Fondsmaeglerselskab AS having previously worked at Sydbank where he was a director responsible for emerging markets. Morten manages the Global Evolution EM Debt, Local Currency Debt and Blended Debt funds dealing in emerging markets bonds, using a top-down fundamental investment style.

Alexander Nagel

Alexander Nagel is a senior portfolio manager at Global Evolution Fondsmaeglerselskab AS, responsible for formulating absolute return strategies within emerging market fixed income and FX. He has been a senior portfolio manager for over a decade having spent time at UBS Global Asset Management and Deutsche Asset Management. He started his investment career as a fixed income and currency research analyst at Dresdner Kleinwort Benson in Frankfurt and London. Prior to that he worked as project consultant in South Africa. He holds an MSc in Economics, attended the executive program at INSEAD and became a CFA charterholder in 2001 and a FRM charterholder in 2003. He has been working in the investment industry since 1997.

Objective

The investment objective of the fund is to create returns. To achieve the investment objective the fund invests in a range of foreign exchange spot and forwards, options, non-deliverable forwards (NDFs), non-deliverable options (NDOs) and other currency-linked instruments. The fund may perform derivative trades in order to hedge positions or to increase its returns. Within this scope, the choice of the individual assets is performed by the investment manager of the fund.

Showing fund performance in Malta View performance globally

Performance

Currency over : 30/09/2017 - 30/09/2018
  • Rank 14/14 Total Return
  • Rank 13/14 Standard Deviation
  • Rank 13/14 Max Drawdown
Fund Name Currency Return
10 GAM Star Discretionary FX Inst EUR Acc EUR

-5.6%

11 Peak Momentum Currency and Financial Fund C EUR

-5.8%

12 Insight - Absolute Insight Currency B1p EUR EUR

-5.9%

13 Goldman Sachs Glo Curr Plus Pf OCS Acc EUR-H

Currency exposure is hedged

Currency exposure is hedged

EUR

-11.9%

14 Global Evolution Funds - EM Debt and FX R EUR

-12.6%

Fund Name Currency Loss
10 Insight - Absolute Insight Currency B1p EUR EUR

-5.9%

11 Base Investments Bonds Multicurrency EUR EUR

-6.5%

12 Goldman Sachs Glo Curr Plus Pf OCS Acc EUR-H

Currency exposure is hedged

Currency exposure is hedged

EUR

-14.8%

13 Global Evolution Funds - EM Debt and FX R EUR

-17.0%

14 GAM Star Discretionary FX Inst EUR Acc EUR

-17.6%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9% -4.3% -6.8%
2017 2.4% 1.3% -0.1% 2.4% -1.2%
2016 12.8% 5.1% 4.4% 1.3% 1.5%
2015 -6.2% 2.7% -2.7% -7.6% 1.6%
2014 4.2% 0.0% 0.0% 0.5% 3.7%
2013 0.0% 0.0% 0.0% 0.0% 0.0%
2012 0.9% 1.3% 1.2% -1.6% 0.0%
2011 -1.6% -0.7% 0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Luxembourg
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date31/01/2011
  • Share Class size04Mn
  • Base currencyEUR
  • ISIN LU0501220858

Purchase Info

  • Min. initial investment50
  • Min. regular additional investment0

Charges

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