DPAM L Bonds Emerging Markets Sust B EUR Cap
Managed by
Thierry Larose
Thierry Larose has 25 years’ experience in finance and is currently a senior portfolio manager in emerging markets at Degroof Petercam Asset Management where he launched the Petercam L Bonds Emerging Markets Sustainable fund in 2013. Prior to joining the firm, Thierry worked at HSBC in London and Brussels. He graduated from the State University of Liege with a BA in Economics specialising in econometrics, financial analysis and portfolio management.
Objective
The fund principally invests in bonds and/or other debt securities, including perpetual bonds, inflation-linked bonds, zero coupon bonds and structured products, such as for example, credit linked notes, denominated in any currency, issued (or guaranteed) by emerging countries, including its regional public authorities and public (or equivalent) bodies or by international public bodies, such as World Bank or the European Bank for Reconstruction and Development and selected on the basis of sustainable development criteria, such as, for example, social equity, environmental awareness and socially equitable political and economic governance.
Performance
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Rank 13/175 Total Return
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Rank 74/175 Standard Deviation
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Rank 49/175 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 11 | Aktia Em Mrkt Local Currency Bond+ D | USD | 11.5% |
| 12 | Mega Emerging Market High Yield Bond Fund A | USD | 10.9% |
| 13 | DPAM L Bonds Emerging Markets Sust B EUR Cap | USD | 10.4% |
| 14 | Symbiotics Sicav-SEB Microfinance Fund B/C NH SEK | USD | 10.0% |
| 15 |
Pioneer SF Emerging Markets Bond 2019 A Dis H EUR
Currency exposure is hedged Currency exposure is hedged |
EUR | 10.0% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 72 | BGF Emer Mkts Loc Curr Bd A2 USD | USD | 8.1 |
| 73 | Invesco Emerging Local Curr Debt A Acc USD | USD | 8.1 |
| 74 | DPAM L Bonds Emerging Markets Sust B EUR Cap | USD | 8.2 |
| 75 | Threadneedle Emerging Market Loc Ret Net Inc 1 USD | USD | 8.2 |
| 76 | FIM Kehittyva Korko | USD | 8.3 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 48 | Investec Emerging Mkts Blended Debt A Acc GBP | USD | -6.0% |
| 49 | DPAM L Bonds Emerging Markets Sust B EUR Cap | USD | -6.1% |
| 50 | Econopolis EM Government Bonds I EUR Dis | USD | -6.2% |
| 51 | KBC Bonds Global Emerging Opportunities | USD | -6.2% |
| View full league table | |||
Total Return
Quarterly Performance
| to 30/06/2017 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2017 | 7.3% | 4.3% | |||
| 2016 | 11.4% | 9.1% | 3.6% | 3.8% | -5.0% |
| 2015 | -12.1% | -3.3% | -1.6% | -7.8% | 0.2% |
| 2014 | 1.3% | 2.8% | 4.6% | -3.8% | -2.1% |
| 2013 | -4.6% | 3.1% | -0.2% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- Austria
- Belgium
- France
- Germany
- Italy
- Luxembourg
- Netherlands
- Spain
- Switzerland
Fund Info
- Launch date18/03/2013
- Share Class size29Mn
- Base currencyEUR
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ISIN LU0907927338
Purchase Info
- Min. initial investment0
- Min. regular additional investment0
Charges
- Annual management0.80%