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

Ranked 21 out of 34 in - Emerging Markets Global Corporates over 12 months
All calculations are in EUR unless stated

Managed by

Federico Kaune

As head of UBS Asset Management's Emerging Markets Fixed Income team, Federico Kaune oversees the management of all emerging markets portfolios. Prior to joining UBS Asset Management in July 2015, Kaune was senior portfolio manager for Emerging Market Debt and Global Asset Allocation strategies at Baffin Advisors. From 2002 to 2014, he held various roles at Morgan Stanley Investment Management (MSIM) and served as senior Andean economist at Goldman Sachs. His career has also included a spell as an economist at the International Monetary Fund (IMF) in Washington DC. Kaune holds a Ph.D. and a Masters in economics from the University of Chicago.

Objective

The investment fund invests primarily in corporate bonds issued in USD by issuers in emerging economies with high credit ratings on average (classified as Investment Grade by the established rating agencies). The fund manager combines various carefully selected issuers and securities with different terms with the objective of exploiting interesting earnings opportunities and in doing so keeping the level of risk under control.

Showing fund performance in Belgium View performance globally

Performance

Emerging Markets Global Corporates over : 30/09/2017 - 30/09/2018
  • Rank 21/34 Total Return
  • Rank 14/34 Standard Deviation
  • Rank 17/34 Max Drawdown
Fund Name Currency Return
19 NN (L) Em Mkts Corp Debt I Cap EUR Hgdi

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.9%

20 Edmond de Rothschild Fund-Emerg Credit A EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.9%

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

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.0%

22 UBAM EM Investment Grade Corporate Bd AHD EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.2%

23 Janus Henderson HF Em Market Corporate Bd A2 HEUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.4%

Fund Name Currency Risk
12 Schroder ISF Emerging Market Corp Bd EURH A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

3.2

13 Fidelity Funds - Em Market Corp Debt A-ACC-EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

3.3

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

Currency exposure is hedged

Currency exposure is hedged

EUR

3.3

15 BlueBay Em Mkt Corporate Bond R EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

3.5

15 PIMCO GIS Emerging Markets Corp Bond I EUR Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

3.5

Fund Name Currency Loss
15 Pictet-Emerging Corporate Bonds-HI EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.8%

16 MainFirst - Em Markets Corp Bond Fund Bal A2 EUR EUR

-5.8%

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

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.9%

18 NN (L) Em Mkts Corp Debt I Cap EUR Hgdi

Currency exposure is hedged

Currency exposure is hedged

EUR

-6.3%

19 MainFirst - Emerging Markets Credit Opps A2 EUR C

Currency exposure is hedged

Currency exposure is hedged

EUR

-6.4%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.2% -3.6% 0.8%
2017 5.0% 2.4% 0.9% 1.5% 0.0%
2016 7.2% 3.9% 3.3% 2.2% -2.3%
2015 1.3% 4.2% 0.6% -3.3% -0.1%
2014 3.5% 2.6% 4.0% -0.7% -2.3%
2013 0.9% 1.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Italy
  9. Liechtenstein
  10. Luxembourg
  11. Netherlands
  12. Singapore
  13. Spain
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date26/04/2013
  • Share Class size02Mn
  • Base currencyEUR
  • ISIN LU0896022620
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0.001
  • Min. regular additional investment0

Charges

  • Annual management1.44%
  • Initial investment2.00%

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