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Pictet-Short-Term Emerging Local Curr Debt-HI EUR

Ranked 20 out of 34 in - Emerging Markets Global Local Currency over 3 months
All calculations are in EUR unless stated

Managed by

Mary-Thérèse Barton

Mary-Therese Barton joined Pictet Asset Management in 2004 and is the head of emerging debt. Before taking up her current position in 2018, she was a senior investment manager in the team for 10 years. Barton joined as an emerging debt analyst. Prior to joining Pictet she worked at Dun & Bradstreet, where she was an economist responsible for analysing European countries. Barton graduated with a BA (Hons) in Philosophy, Politics and Economics from Balliol College, Oxford. She also holds an MSc with distinction in development finance from the Centre for Financial Management Studies, SOAS (School of Oriental and African Studies), part of the University of London. She is also a Chartered Financial Analyst (CFA) charterholder.

Alper Gocer

Objective

The Compartments objective is to seek income and capital growth by investing mainly in a diversified portfolio of bonds, money market instruments and other debt securities linked to local emerging debt. The Compartment will be mainly exposed to currencies of the emerging countries, either by direct or indirect investments such as through financial derivative instruments.

Showing fund performance in Portugal View performance globally

Performance

Emerging Markets Global Local Currency over : 30/04/2018 - 31/07/2018
  • Rank 20/34 Total Return
  • Rank 19/34 Standard Deviation
  • Rank 17/34 Max Drawdown
Fund Name Currency Return
18 NN (L) EM Debt (LB) P C EUR Hdgiv

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.9%

19 Templeton Emerging Markets Bond A (Ydis) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.3%

20 Pictet-Short-Term Emerging Local Curr Debt-HI EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.3%

21 Goldman Sachs Em Mkts Debt Local Pf E EUR EUR

-5.6%

22 GAM Multibond - Local Emerging Bd-EUR C

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.8%

Fund Name Currency Risk
17 Investec GSF Emr Mkts LC Tot Ret Dbt I Acc EUR H EUR

10.8

18 NN (L) EM Debt (LB) P C EUR Hdgiv

Currency exposure is hedged

Currency exposure is hedged

EUR

11.4

19 Pictet-Short-Term Emerging Local Curr Debt-HI EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

11.5

20 PARVEST Bond Best Select Wld Emerging I RHE EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

12.2

21 Barclays GA - Em Mkt Local Currency Debt M Acc EUR EUR

12.7

Fund Name Currency Loss
15 Investec GSF Emerging Mkts LC Dyn Debt A Acc EUR EUR

-5.6%

16 Candriam Bonds Emerging Debt Local Cur N EUR C EUR

-5.8%

17 Pictet-Short-Term Emerging Local Curr Debt-HI EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-6.7%

18 NN (L) EM Debt (LB) P C EUR Hdgiv

Currency exposure is hedged

Currency exposure is hedged

EUR

-6.9%

19 PARVEST Bond Best Select Wld Emerging I RHE EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-7.0%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 1.5% -9.2%
2017 6.8% 3.3% 1.2% 1.0% 1.1%
2016 2.8% 4.2% 0.7% -0.3% -1.8%
2015 -5.6% -1.9% 0.6% -4.1% -0.4%
2014 -7.0% -0.1% 1.0% -3.2% -4.7%
2013 -2.4% 0.3% -1.8% -1.1% 0.2%
2012 5.1% 4.4% -2.4% 2.4% 0.8%
2011 -2.7% 3.6% 1.6% -6.3% -1.4%
2010 2.5% 1.6% -5.3% 6.5% 0.1%
2009 9.7% -3.8% 8.4% 3.6% 1.6%
2008 -4.1% -5.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date16/06/2008
  • Share Class size01Mn
  • Base currencyEUR
  • ISIN LU0368003488
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.45%
  • Initial investment0.45%

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