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Capital Group EM Debt (LUX) B USD

Ranked 4 out of 24 in - Emerging Markets Global Local Currency over 12 months
All calculations are in USD unless stated

Managed by

Robert Neithart

Robert Neithart is a fixed-income portfolio manager at Capital Group and chairman of the Fixed Income Management Committee and of Capital Strategy Research, Inc. Neithart manages a number of bond funds for the firm and his investment responsibilities cover global multi-currency fixed income, emerging market debt and global high income portfolios. He holds a bachelor’s degree in economics from Occidental College in Los Angeles and is a CFA Charter Holder.

Kirstie Spence

Kirstie Spence is a fixed-income portfolio manager at Capital Group, where she runs two emerging market debt funds. Spence takes a macro outlook to investing, with economic and political decisions serving as a framework for her investment decisions. Spence began her career at Capital focusing on markets in Latin America, as well as European telecommunications as a credit analyst. She attended the University of St. Andrews where she received a master’s degree in German and international relations.

Objective

To provide, over the long term, a high level of total return, of which a large component is current income. The Fund invests primarily in Emerging Markets government and corporate Bonds, denominated in various currencies. These are usually listed or traded on other Regulated Markets.

Showing fund performance in Hong Kong View performance globally

Performance

Emerging Markets Global Local Currency over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 1.8% -7.9% -0.7%
2017 11.6% 5.8% 2.3% 3.0% 0.1%
2016 8.0% 6.3% 3.2% 3.0% -4.5%
2015 -9.7% -1.2% -2.3% -6.8% 0.3%
2014 -0.3% 2.4% 4.4% -4.3% -2.5%
2013 -7.8% -0.3% -8.0% 0.4% 0.1%
2012 18.0% 6.2% 0.1% 6.1% 4.7%
2011 -1.8% 1.2% 3.3% -9.0% 3.3%
2010 11.6% 4.1% -1.3% 8.4% 0.2%
2009 27.0% 0.9% 11.9% 9.8% 2.5%
2008 -11.0% 1.7% -0.9% -6.2% -5.9%
2007 0.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Hong Kong
  9. Iceland
  10. Ireland
  11. Italy
  12. Korea
  13. Luxembourg
  14. Netherlands
  15. Norway
  16. Portugal
  17. Singapore
  18. Spain
  19. Sweden
  20. Switzerland
  21. Taiwan
  22. United Kingdom

Fund Info

  • Launch date08/06/2009
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU0292261301

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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All the funds are available for sale in Singapore or Hong Kong.

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