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Threadneedle (Lux)-Emerging Market Corp Bond AEH

Ranked 21 out of 38 in - Emerging Markets Global Corporates over 12 months
All calculations are in EUR unless stated

Managed by

Zara Kazaryan

Zara Kazaryan joined Columbia Threadneedle in 2012 as a portfolio manager in the Emerging Market Fixed Income team. She manages the Threadneedle (Lux) Emerging Market Corporate Bond Fund and also generates emerging market investment ideas for the wider investment team. Prior to joining Columbia Threadneedle, Zara worked as a portfolio manager at Alcantara Asset Management, a specialist EM fund. Prior to that Zara worked at Merrill Lynch in the EM Debt origination team and for Biochem Invest in Russia focusing on private equity investments. Zara gained an MBA from the University of Cambridge in 2005 and holds an MA in Economics from Plekhanov Academy of Economics in Russia.

Objective

The Emerging Market Corporate Bonds Portfolio seeks to achieve total return from income and capital appreciation by investing principally in US Dollar-denominated or US Dollar hedged Investment Grade and Below Investment Grade debt and other obligations issued or guaranteed by institutions and corporations having their head office in, or conducting a significant part of their business in, Emerging Market Countries.

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Performance

Emerging Markets Global Corporates over : 31/07/2016 - 31/07/2017
  • Rank 21/38 Total Return
  • Rank 15/38 Standard Deviation
  • Rank 20/38 Max Drawdown
Fund Name Currency Return
19 Amundi Fds Bond Glbl Emerging Corporate - AHE (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

3.8%

20 Henderson HF Emerging Market Corp Bd A2 EUR Acc H

Currency exposure is hedged

Currency exposure is hedged

EUR

3.7%

21 Threadneedle (Lux)-Emerging Market Corp Bond AEH

Currency exposure is hedged

Currency exposure is hedged

EUR

3.6%

22 JPM Emerging Markets Corporate Bond A Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

3.6%

23 UBAM Emerging Market Corporate Bond AHC EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

3.6%

Fund Name Currency Risk
13 Invesco Em Mkt Corporate Bond E Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

3.8

14 CS (Lux) Emerging Market Corporate Bond Fund UBHE

Currency exposure is hedged

Currency exposure is hedged

EUR

3.9

15 Threadneedle (Lux)-Emerging Market Corp Bond AEH

Currency exposure is hedged

Currency exposure is hedged

EUR

3.9

16 NN (L) Em Mkts Corp Debt I Cap EUR Hgdi

Currency exposure is hedged

Currency exposure is hedged

EUR

3.9

17 BGF Emerging Markets Corporate Bond A2 EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

3.9

Fund Name Currency Loss
18 Stone Harbor Emerging Markets Corp Debt I EUR Acc EUR

-2.9%

18 BlueBay Em Mkt Corporate Bond I EUR (Perf)

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.9%

20 Threadneedle (Lux)-Emerging Market Corp Bond AEH

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.9%

21 Deutsche Invest I Emerging Markets Corp NCH

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.0%

22 Franklin Emerg Market Corporate Debt I (acc) EURH1

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.0%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 2.6% 1.2%
2016 7.8% 2.9% 4.1% 2.8% -2.1%
2015 -1.5% 1.9% -0.1% -3.8% 0.5%
2014 3.6% 2.2% 3.8% -0.8% -1.6%
2013 -1.0% 1.2% -4.4% 1.0% 1.3%
2012 15.3% 5.8% 0.7% 4.6% 3.5%
2011 0.7% 2.2% 1.9% -7.2% 4.3%
2010 8.4% 2.1% -1.0% 7.1% 0.1%
2009 5.1% 7.6% 1.3%
2003 1.9% 2.4% 1.2%
2002 1.4% 1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Hong Kong
  6. Italy
  7. Luxembourg
  8. Macau
  9. Netherlands
  10. Portugal
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. Taiwan
  16. United Kingdom

Fund Info

  • Launch date02/04/2002
  • Share Class size06Mn
  • Base currencyEUR
  • ISIN LU0143865482
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.35%

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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).