NEUBERGER BERMAN SHORT DURATION
EMERGING MARKET DEBT FUND
Rob Drijkoningen Co-head of emerging markets debt
Gorky Urquieta Co-head of emerging markets debt
The portfolio seeks to achieve a stable income and return by investing in a diversified selection of hard currency-denominated, short duration sovereign and corporate debt issued in emerging market countries.
Why the fund is different The fund aims to provide a competitive yield with limited volatility by investing in a short duration portfolio of emerging markets sovereign and corporate debt. The fund employs a simple, straightforward investment strategy- long only, no derivatives and pure hard currency with a target duration of two years. On average, the portfolio will be rated as investment-grade. We believe the strategy is an attractive way to take advantage of EM yield pick-up while offering some protection from rising US interest rates.
Sales contacts
Vincent Lim Managing director, Head of business development financial institutions, South East Asia
+ 65 6645 3760 vincent. lim @ nb. com
Pauline Cheng Director, retail business- Hong Kong
+ 852 3664 8800 pauline. cheng @ nb. com
Fund size: $ 603.7m * Domicile: Ireland
|
1 year |
3 year |
5 year |
Performance |
+ 2.07 % |
N-A |
N-A |
Sector( Emerging markets) |
-1.67% |
-10.71% |
-0.02% |
Source: FE * as of 29 Feb’ 16
Morningstar rating:
PICTET- GLOBAL EMERGING DEBT
The fund seeks regular income and capital growth by investing in a diversified portfolio of US dollar-denominated bonds issued by sovereign and quasisovereign entities of over 50 emerging countries worldwide.
Why the fund is different The fund has outperformed its benchmark in nine out of the past 10 calendar years. It aims to outperform JPM EMBI Global Diversified Index with a predictable risk return profile, using both top-down assessment of global risk and bottom-up country analysis. Simon Lue-Fong, head of emerging debt, leads a dedicated team of eight investment managers with an average of over 19 years experience in managing this $ 6bn fund.
Simon Lue-Fong Head of emerging debt
Sales contacts
Lawrence Tse Senior vice president
+ 852 3191 1861 ltse @ pictet. com
Audrey Wong Vice president
+ 65 6306 3865 awong @ pictet. com
Fund size: $ 5.58bn * Domicile: Luxembourg
|
1 year |
3 year |
5 year |
Performance |
+ 2.95 % |
+ 6.48 % |
+ 29.57 % |
Sector( Emerging markets) |
-1.67% |
-10.71% |
-0.02% |
Source: FE * as of 29 Feb’ 16
12 Fund Selector Asia Fund Insights Directory 2016 For professional investors only www. fundselectorasia. com