Nordea 1 - Emerging Mkt Bond Opportunities BP USD
Managed by
David Bessey
David Bessey is managing director and head of Prudential Fixed Income’s Emerging Markets team, investing in emerging market debt denominated in both $US and local currencies. Alongside co-manager Cathy Hepworth, he successfully manages the WIP Emerging Markets Fixed Income Fund. Bessey also specializes in the utility and sovereign sectors for the high yield team. From 1994 to 1999, Bessey was a senior portfolio manager for emerging markets portfolios and $US investment grade assets. Previously, he developed asset allocation strategies for insurance portfolios and managed Prudential Financial’s long-term funding book. Prior to joining Prudential Financial in 1989, Bessey was a project manager on various engineering projects in the United States, Asia, and Latin America. Bessey received a B.S. in geological engineering from Cornell University and an MBA in finance from the Sloan School at the Massachusetts Institute of Technology.
Cathy Hepworth
Cathy Hepworth attended Georgetown University in 1984 and New York University in 1993 where she obtained a BSc in Foreign Science and an MBA in Finance respectively. She began her career as an analyst at Golembe Associates in 1984, and later joined Merrill Lynch in 1986 and Bankers Trust in 1986 working as an associate. She joined Oppenheim Pramerica in 1989 and currently co-manages (with David Bessey) the Wip Emerging Markets Fixed Income Fund. Outside of fund management, Cathy enjoys running.
Objective
The Sub-fund invests a minimum of two-thirds of its Total Assets in Debt Securities issued by either Public Authorities or Private Borrowers, which are domiciled or exercise the predominant part of their economic activity in Emerging Markets. These securities are denominated in local currencies as well as in hard currencies such as USD and EUR.
Performance
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Rank 130/176 Total Return
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Rank 47/176 Standard Deviation
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Rank 32/176 Max Drawdown
Fund Name | Currency | Return | |
---|---|---|---|
128 | LGT Select Bond Emerging Markets (USD) B | USD | 8.2% |
129 | Raiffeisen-EmergingMarkets-LocalBonds R T | USD | 8.1% |
130 | Nordea 1 - Emerging Mkt Bond Opportunities BP USD | USD | 8.1% |
131 | NN (L) EM Debt Opportunities X Cap USD | USD | 8.0% |
132 | Global Evolution Funds - EM Local Debt I EUR | USD | 7.9% |
View full league table |
Fund Name | Currency | Risk | |
---|---|---|---|
45 | Global Evolution Funds - EM Local Debt I EUR | USD | 4.5 |
46 | LGT Select Bond Emerging Markets (USD) B | USD | 4.5 |
47 | Nordea 1 - Emerging Mkt Bond Opportunities BP USD | USD | 4.6 |
48 | JPMorgan (Taiwan) Em Mkts High Yield Bond Acc | USD | 4.6 |
49 | AZ Fund 1 Emerging Markets LC Bond A-AZ Cap | USD | 4.6 |
View full league table |
Fund Name | Currency | Loss | |
---|---|---|---|
30 | PineBridge Global Emerg Mrkt High Yield Bd A | USD | -1.7% |
31 | LGT Select Bond Emerging Markets (USD) B | USD | -1.7% |
32 | Nordea 1 - Emerging Mkt Bond Opportunities BP USD | USD | -1.8% |
33 | ZZ1 | USD | -1.8% |
34 | NN (L) EM Debt Opportunities X Cap USD | USD | -1.8% |
View full league table |
Total Return
Quarterly Performance
to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|---|
2018 | 1.0% | ||||
2017 | 13.8% | 6.4% | 2.4% | 3.7% | 0.8% |
2016 | 10.3% | 7.5% | 4.1% | 4.4% | -5.6% |
2015 | -7.9% | -1.0% | -0.9% | -6.6% | 0.6% |
2014 | 0.7% | 3.5% | 5.0% | -3.5% | -4.0% |
2013 | -8.8% | -0.9% | -7.9% | 0.6% | -0.7% |
2012 | 3.6% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- Austria
- Belgium
- Denmark
- Estonia
- Finland
- France
- Germany
- Italy
- Latvia
- Lithuania
- Luxembourg
- Netherlands
- Norway
- Spain
- Sweden
- Switzerland
- United Kingdom
Fund Info
- Launch date03/09/2012
- Share Class size01Mn
- Base currencyEUR
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ISIN LU0772920129
Purchase Info
- Min. initial investment0
- Min. regular additional investment0
Charges
- Annual management1.20%
- Initial investment1.2