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Indep Obligations Monde I

Ranked 98 out of 200 in - Emerging Markets Global Local Currency over 12 months
All calculations are in USD unless stated

Managed by

Ludovic Gardan

Objective

The objective of the UCITS is to outperform its benchmark, the BofA Merrill Lynch Local Debt Markets Plus, over the recommended investment period of more than 4 years. The fund may invest up to 10% of its assets in other mutual funds. Its strategy is mainly to manage, on a discretionary basis, bonds and other negotiable debt securities issued by States or groups of States, supranational organizations or banks, or public bodies guaranteed by their State worldwide, denominated in all currencies.

Performance

Emerging Markets Global Local Currency over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 2.3%
2017 14.7% 5.4% 5.3% 2.8% 0.6%
2016 4.2% 7.9% 0.8% 1.8% -5.9%
2015 1.1% -6.1% -0.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date11/03/2015
  • Share Class size60Mn
  • Base currencyEUR
  • ISIN FR0012559037

Purchase Info

  • Min. initial investment200,000
  • Min. regular additional investment1

Charges

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