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First State Emerging Markets Bond A Acc Hedged

Ranked 16 out of 34 in - Emerging Markets Global Hard Currency over 12 months
All calculations are in GBP

Managed by

Helene Williamson

Helene Williamson has over 17 years of experience in the financial industry. She is head of emerging market debt at First State Investments and has been managing First State Emerging Markets Bond funds since 2011. Helene uses a fundamental investment style. Previously, she worked at F&C Asset Management. Helene studied finance at the Wharton School of Finance in Philadelphia, and outside of work she enjoys skiing.


The Fund aims to provide income and grow your investment. The Fund invests in fixed income securities (investments which provide a certain level of income or interest) issued primarily by governments and companies in Emerging Markets. Emerging markets are countries considered to have social or business activity in the process of rapid growth. The majority of investments in the Fund will be in US Dollars. The Fund aims to reduce the effect of currency changes by hedging the US Dollar investments. More than 30 per cent of the Fund may be invested in assets with low credit ratings.


Emerging Markets Global Hard Currency over : 31/03/2014 - 31/03/2015
  • Rank 16/34 Total Return
  • Rank 7/34 Standard Deviation
  • Rank 7/34 Max Drawdown
Fund Name Risk
5 JPM Emerging Markets Bond X Acc GBP Hdg

Currency exposure is hedged

Currency exposure is hedged


6 Barclays GA - Emerging Market Debt M Inc GBP


7 First State Emerging Markets Bond A Acc Hedged

Currency exposure is hedged

Currency exposure is hedged


8 Neuberger Berman Emer Mkts Corp Debt GBP I Acc


9 JPM Emerging Markets Debt X Acc GBP Hdg

Currency exposure is hedged

Currency exposure is hedged


Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 2.6%
2014 6.7% 3.2% 4.6% -0.7% -0.5%
2013 -4.4% -1.2% -4.9% 1.3% 0.4%
2012 17.7% 4.9% 1.9% 7.3% 2.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date25/10/2011
  • Share Class size10Mn
  • Base currencyGBP
  • ISIN GB00B40L7J87
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment50


  • Annual management1.3%
  • Initial investment4

Related News

First State EMD team exploits Venezuelan volatility

The asset management firm continues to home in on the LatAm market despite anti-government protests and FX system overhaul.

First State readies local currency EMD fund

First State is preparing to launch a local currency emerging markets bond fund, Wealth Manager understands.

IMA launches Global Emerging Markets Bond sector

The sector is for funds that invest at least 80% of their assets in emerging markets.

First State’s A-rated EMD star piles into Eastern European bonds

Helene Williamson, the Citywire A-rated manager of the First State Emerging Markets Bond fund, has increased her risk exposure after avoiding the worst of her asset class’s recent sell-off.

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