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HSBC GIF GEM Debt Total Return

Ranked 58 out of 70 in - Bond Strategies over 36 months
All calculations are in EUR unless stated

Objective

The sub-fund invests for long term total return in a portfolio allocated across the full spectrum of Emerging Markets bonds and other similar securities or instruments. The Total Return strategy aims to capture the majority of the upside in the Emerging Market debt universe while limiting the downside risk. The Total Return strategy has a flexible allocation across the full spectrum of Emerging Market debt assets. Returns are generated through duration management yield curve positioning currency positioning and the selection of individual securities within the investment universe.

Showing fund performance in Jersey View performance globally

Performance

Bond Strategies over : 30/09/2015 - 30/09/2018
  • Rank 58/70 Total Return
  • Rank 70/70 Standard Deviation
  • Rank 70/70 Max Drawdown
Fund Name Currency Return
56 Hedge Invest Numen Credit EUR I Initial EUR

-1.9%

57 Amundi Global Macro 2 - I (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.4%

58 HSBC GIF GEM Debt Total Return M1C EUR EUR

-3.6%

59 Janus Henderson Glo Unconstr Bd AEURacc(Hedged)

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.7%

60 Amundi Fds Glb Macro Bonds & Ccy Low Vol - AE (C) EUR

-4.3%

Fund Name Currency Loss
66 Amundi Funds II Absolute Return Bond E No Dis EUR EUR

-10.0%

67 Lazard Emerging Markets Total Return Dbt A AccHEUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-10.5%

68 Threadneedle (Lux)-Global Opportunities Bond AEH

Currency exposure is hedged

Currency exposure is hedged

EUR

-10.9%

69 Hermes Multi-Strategy Credit F EUR Acc EUR

-11.4%

70 HSBC GIF GEM Debt Total Return M1C EUR EUR

-16.1%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.4% 2.8% -2.1%
2017 -10.5% 0.7% -5.5% -3.0% -3.0%
2016 8.2% -1.4% 4.4% 0.1% 5.0%
2015 9.0% 13.5% -2.3% -4.1% 2.5%
2014 21.1% 3.4% 1.6% 9.6% 5.3%
2013 -6.1% 2.6% -3.0% -4.0% -1.7%
2012 8.7% 2.8% 6.1% 1.3% -1.6%
2011 1.5% -5.9% -0.6% 0.4% 8.1%
2010 17.1% 11.4% 9.9% -6.8% 2.6%
2009 23.6% 6.5% 3.8% 7.5% 4.0%
2008 -2.8% -7.7% -0.8% 6.3% -0.1%
2007 -4.5% -1.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Estonia
  2. France
  3. Italy
  4. Luxembourg
  5. Netherlands
  6. Singapore
  7. Sweden
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date18/06/2007
  • Base currencyUSD

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment1.00%

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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).