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GAM Star Emerging Market Rates GBP Acc

Ranked 6 out of 35 in - Bond Strategies over 12 months
All calculations are in GBP

Managed by

Caroline Gorman

Caroline Gorman joined GAM in 2006 where she works as an investment manager. Prior to this, she was an economist at 4Cast, having started her career at the Department of the Treasury in Canberra, Australia. Along with her co-managers, Gorman attempts to identify crisis cycles in emerging markets in order to get the best value from stock selection. The team believes this value-based approach means that the funds can take advantage of most market environments. Gorman holds an MSc in Investment Management from Cass Business School in London.

Paul McNamara

Paul McNamara is currently the investment director of the emerging markets team at GAM. He holds an MBA in economics from the London School of Economics and is also a CFA Charterholder. He has over 12 years of industry experience and is currently the lead manager on the Julius Baer Local Emerging Fund which is run by GAM’s sister company Swiss & Global Asset Management.

Denise Prime

Denise Prime has worked as an investment manager for GAM since 2006. She co-manages the GAM Star Emerging Market Rates fund with Paul McNamara and Caroline Gorman which follows a fundamental, top-down investment style. Prior to joining GAM, Denise worked at JP Morgan as an associate, then moved to Henderson Global Investors as a portfolio manager. Denise is a CFA Charterholder, and holds a degree in Economics from Bryn Mawr College in Pennsylvania.

Objective

The investment objective of the Fund is to achieve absolute return regardless of market conditions through investment in a portfolio of local and hard currency bonds and other Fixed Income Securities from emerging markets worldwide.

Performance

Bond Strategies over : 30/11/2013 - 30/11/2014
  • Rank 6/35 Total Return
  • Rank 29/35 Standard Deviation
  • Rank 18/35 Max Drawdown
Fund Name Return
4 Insight - Absolute Insight EM Mkt Debt S GBP

4.5%

5 Muzinich LongShortCreditYield GBP Acc Hedged

Currency exposure is hedged

Currency exposure is hedged

4.3%

6 GAM Star Emerging Market Rates GBP Acc

4.0%

7 PIMCO Credit Absolute Return Inst GBP Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

3.4%

8 RWC Core Plus A GBP

Currency exposure is hedged

Currency exposure is hedged

3.3%

Fund Name Risk
27 BSF European Credit Strategies H2RF GBP

0.8

28 Schroder GAIA Avoca Credit GBP Hedged C Acc

Currency exposure is hedged

Currency exposure is hedged

0.8

29 GAM Star Emerging Market Rates GBP Acc

0.9

30 Lazard Em Mkts Total Rtn Dbt GBP Hdge Inst Acc

Currency exposure is hedged

Currency exposure is hedged

1.0

31 Threadneedle Target Return Ret Gross Acc GBX

1.1

Fund Name Loss
17 Ignis Absolute Return Credit A GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

-1.3%

18 GAM Star Emerging Market Rates GBP Acc

-1.4%

19 Threadneedle (Lux)-Global Opportunities Bond AGH

Currency exposure is hedged

Currency exposure is hedged

-1.5%

20 Schroder GAIA Avoca Credit GBP Hedged C Acc

Currency exposure is hedged

Currency exposure is hedged

-1.6%

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 2.2% 1.1% -1.0%
2013 -1.0% -0.7% -1.4% 1.0% 0.1%
2012 5.5% 2.0% -1.0% 1.5% 2.9%
2011 -1.2% -1.9% 0.1% -0.5% 1.1%
2010 3.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Italy
  5. Luxembourg
  6. Netherlands
  7. Singapore
  8. Spain
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date06/08/2010
  • Base currencyGBP
  • ISIN IE00B5SRZ026

Purchase Info

  • Min. initial investment6,000
  • Min. additional investment3,000

Charges

  • Annual management1.6%
  • Initial investment5

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