Sydinvest Emerging Market Local Currency Bonds
High Yield Funds

Sydinvest Emerging Market Local Currency Bonds

Investment profile
The fund invests in bonds denominated in foreign currency from international bond markets. Investments are made where there is a potential excess return compared to traditional bond markets or where the currency is considered to be undervalued.

The typical investor
The typical investor has an investment horizon of at least 3 years and is looking for a high return and high annual dividends. Investors are expected to know that the fund may experience significant price fluctuations, see “Risk factors”.

Benchmark
The objective is through international diversification to obtain a return that equals or outperforms the return of the benchmark of the unit class over a three-year period. Emerging Market Local Currency Bonds B EUR d uses the benchmark JP Morgan Global Bond Index – Emerging Markets Global Diversified unhedged to EUR.

Portfoliemanager:

Thomas Brund
Chief Portfolio Manager
Education: MSc
Phone: +45 7437 3300
Mail: thomas.brund@sydbank.dk

Development in NAV
Documents and publications
KID KID
Monthly Report (PDF)Monthly report
Ratios
Value
ISIN
DK0060626364
Yield to Maturity
7,27 %
Average Duration
4,60
Standard deviation (1 years)
9.56
Standard deviation (3 years)
-
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Risk
Risk Scale
Placement of the fund on the scale is determined by the fluctuations of the funds NAV over the past five years.
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  • Lower risk
    Potentially lower rewards
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  • Higher risk
    Potentially higher rewards
Disclaimer