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Threadneedle (Lux)-Emerging Market Corp Bond W

Ranked 47 out of 96 in - Emerging Markets Global Corporates over 12 months
All calculations are in USD unless stated

Managed by

Zara Kazaryan

Zara Kazaryan joined Columbia Threadneedle in 2012 as a portfolio manager in the Emerging Market Fixed Income team. She manages the Threadneedle (Lux) Emerging Market Corporate Bond Fund and also generates emerging market investment ideas for the wider investment team. Prior to joining Columbia Threadneedle, Zara worked as a portfolio manager at Alcantara Asset Management, a specialist EM fund. Prior to that Zara worked at Merrill Lynch in the EM Debt origination team and for Biochem Invest in Russia focusing on private equity investments. Zara gained an MBA from the University of Cambridge in 2005 and holds an MA in Economics from Plekhanov Academy of Economics in Russia.

Objective

The Emerging Market Corporate Bonds Portfolio seeks to achieve total return from income and capital appreciation by investing principally in US Dollar-denominated or US Dollar hedged Investment Grade and Below Investment Grade debt and other obligations issued or guaranteed by institutions and corporations having their head office in, or conducting a significant part of their business in, Emerging Market Countries.

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

Performance

Emerging Markets Global Corporates over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.2% 1.8% 2.4%
2016 9.8% 3.3% 4.5% 3.2% -1.6%
2015 -0.8% 2.0% 0.2% -3.6% 0.8%
2014 4.2% 2.3% 4.0% -0.6% -1.4%
2013 -0.2% 1.5% -4.2% 1.2% 1.5%
2012 16.2% 5.9% 0.9% 4.8% 3.8%
2011 1.1% 2.4% 1.8% -7.3% 4.6%
2010 9.2% 2.3% -0.9% 7.4% 0.3%
2009 5.3% 7.9% 1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Hong Kong
  6. Italy
  7. Luxembourg
  8. Macau
  9. Netherlands
  10. Portugal
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date02/04/2002
  • Share Class size01Mn
  • Base currencyUSD
  • ISIN LU0143867850

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%

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