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Threadneedle (Lux)-Emerging Market Corp Bond AEH

Ranked 25 out of 40 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 : 28/02/2016 - 28/02/2017
  • Rank 25/40 Total Return
  • Rank 13/40 Standard Deviation
  • Rank 27/40 Max Drawdown
Fund Name Currency Return
23 BGF Emerging Markets Corporate Bond A2 EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

10.8%

24 JPM Emerging Markets Corporate Bond A Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

10.7%

25 Threadneedle (Lux)-Emerging Market Corp Bond AEH

Currency exposure is hedged

Currency exposure is hedged

EUR

10.4%

26 Goldman Sachs Em Mkts Corp Bond Pf E Acc EUR-H

Currency exposure is hedged

Currency exposure is hedged

EUR

10.4%

27 Invesco Em Mkt Corporate Bond E Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

9.7%

Fund Name Currency Risk
12 UBAM EM Investment Grade Corporate Bd IHC EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

4.9

13 Threadneedle (Lux)-Emerging Market Corp Bond AEH

Currency exposure is hedged

Currency exposure is hedged

EUR

4.9

14 Schroder ISF Emerging Market Corp Bd EURH A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

5.0

15 Nordea 1 - Emerging Market Corporate Bond E EUR EUR

5.0

Fund Name Currency Loss
25 BlueBay Em Mkt Corporate Bond I EUR (Perf)

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.9%

25 Stone Harbor Emerging Markets Corp Debt I EUR Acc EUR

-2.9%

27 Threadneedle (Lux)-Emerging Market Corp Bond AEH

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.9%

28 Deutsche Invest I Emerging Markets Corp NCH

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.0%

29 Franklin Emerg Market Corporate Debt I (acc) EURH1

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.0%

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
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 size09Mn
  • 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).