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BGF Emerging Markets Bond A2 GBP Hedged

Ranked 8 out of 9 in - Emerging Markets Global Hard Currency over 12 months
All calculations are in GBP unless stated

Managed by

Michel Aubenas

Michel Aubenas is an emerging markets bond fund manager at BlackRock. He joined AXA Investment Managers, Paris, having graduated from the University Paris-Dauphine in 1999. Armed with a master’s degree in economics and finance, he joined AXA’s emerging fixed income markets team, headed by Nadine Trémollières, as an assistant fund manager. After spending three years at AXA, Aubenas joined Fortis (now BNP Paribas Investment Partners) where he worked for two years. He then joined BlackRock in 2012 where he runs the BGF Emerging Markets Bond Fund alongside Sergio Trigo Paz and Christopher Kelly.

Sergio Trigo Paz

Born in Bolivia, Sergio Trigo Paz of Blackrock is the head of emerging market debt, joining the company in 2012. Based in London, he has adopted a scenario-based and thematic style of investing. He attended the renowned Paris Sorbonne University where he gained a master’s degree in finance and a post graduate diploma in management. Following this he spent eight years with BNP Paribas IP specialising in emerging market bonds. Away from the office, Sergio is an adventurous person who particularly enjoys mountain climbing.

Objective

The Fund seeks to maximise total return. It invests at least 70% of its total assets in the fixed income transferable securities of governments and agencies of, and companies domiciled or exercising the predominant part of their economic activity in, emerging markets. The Fund may invest in the full spectrum of available securities, including non-investment grade. Currency exposure is flexibly managed.

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Performance

Emerging Markets Global Hard Currency over : 31/07/2017 - 31/07/2018
  • Rank 8/9 Total Return
  • Rank 4/9 Standard Deviation
  • Rank 6/9 Max Drawdown
Fund Name Currency Return
5 T Rowe Emerging Markets Bond IH 10 GBP Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.8%

6 AG Select Emerging Markets Bond X Acc GBP GBP

-2.0%

7 BSF Emerging Markets Flexi Dyn Bd A4RF GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.6%

8 BGF Emerging Markets Bond A2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.5%

9 HSBC GIF Global Emerging Markets Bond IH GBP C

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.7%

Fund Name Currency Risk
2 JPM Emerging Markets Debt X Acc GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

4.6

3 HSBC GIF Global Emerging Markets Bond IH GBP C

Currency exposure is hedged

Currency exposure is hedged

GBP

4.6

4 BGF Emerging Markets Bond A2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

4.8

5 T Rowe Emerging Markets Bond IH 10 GBP Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

4.9

6 Barclays GA - Emerging Market Debt M Inc GBP GBP

4.9

Fund Name Currency Loss
4 Barclays GA - Emerging Market Debt M Inc GBP GBP

-6.7%

5 HSBC GIF Global Emerging Markets Bond IH GBP C

Currency exposure is hedged

Currency exposure is hedged

GBP

-7.3%

6 BGF Emerging Markets Bond A2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-7.4%

7 AG Select Emerging Markets Bond X Acc GBP GBP

-8.3%

8 Fidelity Funds - Emerging Market Debt W-ACC-GBP GBP

-8.4%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.2% -4.9%
2017 6.0% 3.5% 0.9% 1.6% -0.1%
2016 12.3% 4.7% 4.8% 5.0% -2.5%
2015 -1.6% 2.5% -0.8% -2.6% -0.6%
2014 0.1% -0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Brunei Darussalam
  4. Chile
  5. Denmark
  6. Finland
  7. France
  8. Germany
  9. Gibraltar
  10. Greece
  11. Hong Kong
  12. Hungary
  13. Iceland
  14. Ireland
  15. Jersey
  16. Luxembourg
  17. Macau
  18. Malta
  19. Netherlands
  20. Norway
  21. Poland
  22. Portugal
  23. Singapore
  24. Spain
  25. Sweden
  26. Switzerland
  27. United Kingdom

Fund Info

  • Launch date30/04/2014
  • Share Class size20Mn
  • Base currencyUSD
  • ISIN LU1057296771
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • Initial investment5.00%

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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).