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Pictet-Emerging Local Currency Debt-HI dm GBP

Ranked 11 out of 46 in - Emerging Markets Global Local Currency over 12 months
All calculations are in GBP unless stated

Managed by

Simon Lue-Fong

Simon Lue-Fong joined Pictet Asset Management in 2005 as a senior investment manager and is currently the head of global emerging debt. Prior to this he worked for Standard Asset Management and was with Invesco from 2000 to 2003 as a senior investment manager within the emerging markets debt teams. Simon started his investment career with Fischer Francis Trees & Watts in 1996 as an investment manager before becoming the head of emerging market debt.

Objective

The fund's objective is to seek income and capital growth by investing a minimum of two-thirds of its total assets/total wealth in a diversified portfolio of bonds and other debt securities linked to local emerging debt. Emerging countries are defined as those considered, at the time of investing, as industrially developing countries by the International Monetary Fund, the World Bank, the International Finance Corporation (IFC) or one of the leading investment banks, which include, amongst others, Brazil.

Showing fund performance in United Kingdom View performance globally

Performance

Emerging Markets Global Local Currency over : 31/03/2017 - 31/03/2018
  • Rank 11/46 Total Return
  • Rank 11/46 Standard Deviation
  • Rank 12/46 Max Drawdown
Fund Name Currency Return
9 BGF Emer Mkts Loc Curr Bd D2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

10.2%

10 Lazard Emerging Markets Local Debt A Dis GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

9.8%

11 Pictet-Emerging Local Currency Debt-HI dm GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

9.6%

12 GAM Multibond - Local Emerging Bd-GBP A

Currency exposure is hedged

Currency exposure is hedged

GBP

9.4%

13 BlueBay Em Mkt Local Currency Bond D GBP (QIDiv)

Currency exposure is hedged

Currency exposure is hedged

GBP

9.2%

Fund Name Currency Risk
9 Ashmore SICAV Local Currency R GBP Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

4.7

10 Ashmore SICAV Em Mkts Loc Curr Corp Dbt R GBP Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

5.3

11 Pictet-Emerging Local Currency Debt-HI dm GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

5.8

12 SLI Glo SICAV EM Local Curr Debt AH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

5.8

13 BGF Emer Mkts Loc Curr Bd D2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

5.9

Fund Name Currency Loss
10 SLI Glo SICAV EM Local Curr Debt AH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.8%

11 Goldman Sachs Em Mkts Debt Blend Pf I GBP-PH

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.8%

12 Pictet-Emerging Local Currency Debt-HI dm GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.0%

13 GAM Multibond - Local Emerging Bd-GBP A

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.2%

14 Wellington Emerging Local Debt GBP S Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.4%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 3.7%
2017 10.4% 4.6% 2.8% 2.3% 0.4%
2016 7.0% 10.2% 1.6% 1.8% -6.2%
2015 -14.3% -4.3% -1.5% -9.1% 0.0%
2014 -6.1% 2.0% 3.2% -5.6% -5.5%
2013 -7.3% -1.3% -1.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Cyprus
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Liechtenstein
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Portugal
  13. Singapore
  14. Sweden
  15. Switzerland
  16. United Arab Emirates
  17. United Kingdom

Fund Info

  • Launch date12/03/2013
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN LU0897071535
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.60%
  • Initial investment0.4

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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).