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IR Hojrente A/S

Ranked 1 out of 13 in - Emerging Markets Global Hard Currency over 36 months
All calculations are in DKK unless stated

Objective

The fund invests in government bonds issued by emerging markets including Brazil, Russia, Turkey etc. Investment in this fund is tightly controlled by cyclical indicator (IR quotient) calculated objectively on the basis of publicly available figures. When an IR quotient is higher than equilibrium point, investments in high yield bonds are made, whereas, it is lower, investment in bonds/ cash are made.

Showing fund performance in Denmark View performance globally

Performance

Emerging Markets Global Hard Currency over : 31/08/2014 - 31/08/2017
  • Rank 1/13 Total Return
  • Rank 10/13 Standard Deviation
  • Rank 7/13 Max Drawdown
Fund Name Currency Return
1 IR Hojrente A/S DKK

24.2%

2 Danske Invest Nye Markeder Obligationer KL

Currency exposure is hedged

Currency exposure is hedged

DKK

16.2%

3 Nordea Invest Engros Emerging Market Bonds

Currency exposure is hedged

Currency exposure is hedged

DKK

15.9%

4 Nordea Invest HojrenteLande DKK

14.5%

5 Jyske Invest Nye Obligationsmarkeder

Currency exposure is hedged

Currency exposure is hedged

DKK

11.1%

Fund Name Currency Risk
9 Nordea Invest Engros Emerging Market Bonds

Currency exposure is hedged

Currency exposure is hedged

DKK

6.5

10 IR Hojrente A/S DKK

7.1

11 Handelsinvest Hojrentelande DKK

7.7

12 Nordea 1 - Emerging Mkt Bond Opportunities HBI DKK

Currency exposure is hedged

Currency exposure is hedged

DKK

8.7

Fund Name Currency Loss
6 Nordea Invest HojrenteLande DKK

-6.2%

7 IR Hojrente A/S DKK

-7.3%

8 Sydinvest Hojrentelande A DKK Akkumulerende KL

Currency exposure is hedged

Currency exposure is hedged

DKK

-8.4%

9 Nordea 1 - Emerging Mkt Bond Opportunities HBI DKK

Currency exposure is hedged

Currency exposure is hedged

DKK

-10.4%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 1.6% -4.4%
2016 9.0% 0.5% 5.0% 2.5% 0.9%
2015 14.5% 10.3% 4.0% -1.6% 1.4%
2014 18.6% 3.5% 5.0% 6.1% 2.8%
2013 -12.1% -1.8% -7.2% -2.4% -1.1%
2012 5.4% 3.2% 2.0% 0.4% -0.4%
2011 2.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark

Fund Info

  • Launch date28/02/2011
  • Base currencyDKK
  • ISIN DK0060642130

Purchase Info

  • Min. initial investment750,000
  • Min. regular additional investment0

Charges

  • Annual management0.80%
  • Initial investment0.25

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