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ERSTE BOND EM CORP ST USD R01 A

Ranked 27 out of 101 in - Emerging Markets Global Corporates over 12 months
All calculations are in USD unless stated

Managed by

Péter Varga

Born in the Hungarian town of Esztergom in 1976, Péter Varga holds an MSc in economics from the Budapest University of Economic Sciences. He started his career as a junior fixed income analyst at Takarek Broker Security Trading and Consulting House in 1998. A couple of years later he moved to Union Investment in Germany as fund manager for fixed income, and in 2005 he joined to Erste Sparinvest in Austria as a senior fund manager. He describes his investment style as momentum and value based. Péter is a CFA Charterholder and away from fund management he enjoys fishing.

Objective

The fund is a bond fund. The investment objective is to achieve ongoing returns. In order to achieve this investment objective, the investment fund invests predominantly, ie. at least 51% of the fund's assets, in bonds with a maximum maturity of up to 3 years, and bonds in the form of money market instruments issued by companies domiciled or active in emerging markets, in the form of directly acquired individual titles, thus not indirectly or directly through investment funds or derivatives.

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

Performance

Emerging Markets Global Corporates over : 31/05/2017 - 31/05/2018
  • Rank 27/101 Total Return
  • Rank 2/101 Standard Deviation
  • Rank 1/101 Max Drawdown
Fund Name Currency Loss
1 ERSTE BOND EM CORP ST USD R01 A USD

-0.5%

2 Muzinich EmergingMarketsShortDurationHdg USD Acc S

Currency exposure is hedged

Currency exposure is hedged

USD

-0.7%

3 Pictet-Short Term Emerging Corporate Bonds-P USD USD

-0.8%

4 Security Renta Dolar A USD

-0.8%

5 Loomis Sayles Short Term Em Markets Bd Fd IAU USD

-1.1%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.1%
2017 1.1% 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany

Fund Info

  • Launch date03/04/2017
  • Share Class size08Mn
  • Base currencyUSD
  • ISIN AT0000A1ULN6

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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