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Nordea Kehittyvat Korkomarkkinat Kasvu

Ranked 144 out of 246 in - Emerging Markets Global Hard Currency over 12 months
All calculations are in EUR unless stated

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 fund invests globally, mainly in bonds issued or guaranteed by emerging market governments. The fund also invests in bonds issued both by state-owned companies and by other companies, domiciled in the emerging markets, or by companies with marketing activities primarily focused on emerging countries. The investments are primarily made in US dollars. The currency risk of dollar-denominated investments is hedged, whereas the investments made in the local currencies are hedged at the portfolio manager's discretion.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Emerging Markets Global Hard Currency over : 31/12/2016 - 31/12/2017
  • Rank 144/246 Total Return
  • Rank 126/246 Standard Deviation
  • Rank 129/246 Max Drawdown
Fund Name Currency Return
142 AG Select EM Inv Grade Bond I MInc USD USD

9.6%

143 T Rowe Emerging Markets Bond I USD USD

9.6%

144 Stone Harbor Invt Grd Emer Mrkt Debt I USD Acc USD

9.6%

144 Nordea Kehittyvat Korkomarkkinat Kasvu

Currency exposure is hedged

Currency exposure is hedged

EUR

9.6%

146 RBC Emerging Markets Bond Sr O (USD) USD

9.5%

Fund Name Currency Risk
125 M&G Emerging Markets Bond GBP X Inc USD

2.8

126 Leadersel Emerging Bond Opportunities

Currency exposure is hedged

Currency exposure is hedged

EUR

2.8

126 Threadneedle Emerging Market Bd Ret Net Inc GBX USD

2.8

126 F&C Emerging Markets Bond A USD

2.8

126 Nordea Kehittyvat Korkomarkkinat Kasvu

Currency exposure is hedged

Currency exposure is hedged

EUR

2.8

Fund Name Currency Loss
127 Nordfondo Obbligazioni Paesi Emergenti A USD

-0.5%

128 Makaseb Income (MIF) USD

-0.6%

129 HSBC GIF Global Emerging Markets Bond AC USD USD

-0.6%

129 Sabadell Bonos Emergentes Base, FI USD

-0.6%

129 Nordea Kehittyvat Korkomarkkinat Kasvu

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.6%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 9.6% 4.1% 1.6% 2.6% 0.9%
2016 9.6% 3.9% 5.6% 4.6% -4.5%
2015 1.2% 3.0% -0.5% -2.7% 1.5%
2014 5.7% 3.4% 5.5% -1.0% -2.1%
2013 -6.0% -2.3% -6.8% 2.1% 1.0%
2012 18.6% 4.6% 1.9% 7.7% 3.4%
2011 6.6% 0.9% 3.6% -2.8% 4.9%
2010 11.5% 4.9% 0.1% 8.0% -1.6%
2009 31.1% 3.6% 11.0% 12.1% 1.8%
2008 -14.8% 0.6% -0.9% -2.9% -11.9%
2007 2.3% 1.5% -2.4% 1.2% 2.1%
2006 5.1% 1.5% -5.0% 5.8% 3.0%
2005 7.7% -2.2% 5.7% 2.9% 1.2%
2004 4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. Sweden

Fund Info

  • Launch date15/09/2004
  • Share Class size447Mn
  • Base currencyEUR
  • ISIN FI0008807532
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment10
  • Min. regular additional investment40

Charges

  • Annual management1.00%

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