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BGF Emerging Markets Corporate Bond I3 GBP Hgd

Ranked 1 out of 3 in - Emerging Markets Global Corporates over 12 months
All calculations are in GBP unless stated

Managed by

Jack Deino

Jack Deino was Head of Emerging Markets Fixed Income and a senior portfolio manager for Invesco Fixed Income before leaving the firm in 2015. In this role, he was responsible for overall portfolio management for emerging market debt across corporate and government bonds. Deino joined Invesco in 2006 and has more than 19 years of experience trading, analyzing, and investing throughout the capital structure of emerging markets companies. He has held positions at Inverlat International, Daiwa Securities America, Zephyr Management, ORIX, Capital Markets and APS Financial Corp. Deino earned a BA degree in Latin American studies from the University of Texas at Austin and is fluent in both Portuguese and Spanish. He is a CFA charter holder and is a member of the CFA Institute.

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.

Jane Yu

Objective

The Fund seeks to maximise total return. It invests at least 70% of total assets in fixed income transferable securities issued by companies domiciled in, or exercising the predominant part of their economic activity in, emerging markets. Currency exposure is flexibly managed.

Showing fund performance in Jersey View performance globally

Performance

Emerging Markets Global Corporates over : 31/07/2017 - 31/07/2018
  • Rank 1/3 Total Return
  • Rank 1/3 Standard Deviation
  • Rank 1/3 Max Drawdown
Fund Name Currency Return
1 BGF Emerging Markets Corporate Bond I3 GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.2%

2 BNY Mellon Emerging Mkts Corp Debt GBP W Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.1%

3 JPM Emerging Markets Corporate Bond C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.0%

Fund Name Currency Risk
1 BGF Emerging Markets Corporate Bond I3 GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

3.2

2 JPM Emerging Markets Corporate Bond C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

3.7

3 BNY Mellon Emerging Mkts Corp Debt GBP W Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

3.8

Fund Name Currency Loss
1 BGF Emerging Markets Corporate Bond I3 GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.5%

2 BNY Mellon Emerging Mkts Corp Debt GBP W Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.6%

3 JPM Emerging Markets Corporate Bond C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-6.1%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.8% -2.4%
2017 8.2% 3.2% 1.6% 2.4% 0.8%
2016 10.4% 4.2% 4.5% 3.3% -1.8%
2015 0.6% 1.9% 1.4% -2.6% 0.0%
2014 3.8% 1.7% 3.1% 0.1% -1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Brunei Darussalam
  2. Denmark
  3. Finland
  4. France
  5. Germany
  6. Ireland
  7. Jersey
  8. Luxembourg
  9. Macau
  10. Netherlands
  11. Norway
  12. Singapore
  13. Spain
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date04/12/2013
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU0995325486
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.45%
  • Initial investment0.00%

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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).