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Sydinvest Hojrentelande A DKK Akkumulerende KL

Ranked 7 out of 15 in - Emerging Markets Global Hard Currency over 12 months
All calculations are in DKK unless stated

Managed by

Phillip Blackwood

Phillip Blackwood was born in 1970 in Northern Ireland and holds a BSc in Economics and is a CFA Charterholder. He worked for 5 years at JP Morgan working in the IR and Currency Swap Division in London and Hong Kong and in 1999 joined Jyske Bank, Denmark. Phillip started managing Emerging Market funds in 2001 as a portfolio manager with Jyske Invest, and moved to Sydbank in 2007 where he was Chief Portfolio Manager. In 2011 he founded EM Quest Capital where he continues to manage the Sydbank fund range. Phillip is based in London and is a member of the CFA Institute & ISMA. Outside of fund management, he lists golf, cycling and soccer as his main interests.

Jens Erik Boesen

Senior portfolio manager Jens Erik Boesen is a member of the EMD Investment Management Committee at Sydbank having joined the company in 2013. Within the investment management process Jens Erik is responsible for global macroeconomics as well as focusing on FX strategy. Before making the move to Sydbank he held the position of senior economist with the Market Operations Division of the Central Bank of Norway, giving him a strong background in economics and market research. Before entering the working world Jens Erik gained an MSc in Economics from Aarhus University, graduating in the top one per cent of his class.

Thomas Brund

Thomas Brund was born in 1970 in Denmark and attended the Aarhus School of Business where he gained a BSc in Finance. He started his career in 1996 with Sydbank as a portfolio manager and moved to Jyske Bank in 1999 to work as an Analyst in the Fixed Income department. In 2001, he worked as a portfolio mananger for Jyske Invest for six years before moving back to Sydbank at the end of 2007. Thomas has been managing funds for over 12 years and outside of fund management he enjoys running and playing soccer.

Rune Juel Hansen

Rune Juel Hansen has been a senior portfolio manager at Sydbank since 2007 where he is a member of the EMD Investment Management Committee. He is the team’s Asia expert and his primary responsibilities lie in quantitative research, market and securities valuations, and risk models within the global EMD sphere. After gaining an MSc in Finance from Aarhus University, Rune joined Jyske Bank in 2004 where he was a portfolio and quantitative analyst in their Emerging Market Fixed Income Division.

Objective

The Fund invests primarily in high yield government bonds issued in dollars or euros from emerging markets in Eastern Europe, Asia, Latin America, Middle East and Africa. The fund may also invest in bonds issued in local currency. The majority of the currencies are hedged to DKK or EUR and currency risk is limited. The Fund may invest up to 20% of its assets in bonds from state-owned companies. Portfolio average rating must be at least B-. The fund may use derivatives.

Showing fund performance in Denmark View performance globally

Performance

Emerging Markets Global Hard Currency over : 31/07/2016 - 31/07/2017
  • Rank 7/15 Total Return
  • Rank 7/15 Standard Deviation
  • Rank 9/15 Max Drawdown
Fund Name Currency Return
5 Investin K Invest Emerging Market Debt

Currency exposure is hedged

Currency exposure is hedged

DKK

4.1%

6 Sparinvest EM Value Virksomhedsobligationer KL

Currency exposure is hedged

Currency exposure is hedged

DKK

3.6%

7 Sydinvest Hojrentelande A DKK Akkumulerende KL

Currency exposure is hedged

Currency exposure is hedged

DKK

3.3%

8 BankInvest Emerging Markets Obligationer A DKK

3.1%

9 Nordea1 Emerging Market Hard Currency Bond HBI DKK

Currency exposure is hedged

Currency exposure is hedged

DKK

3.0%

Fund Name Currency Risk
5 Nordea1 Emerging Market Hard Currency Bond HBI DKK

Currency exposure is hedged

Currency exposure is hedged

DKK

5.9

5 Danske Invest Nye Markeder Obligationer KL

Currency exposure is hedged

Currency exposure is hedged

DKK

5.9

7 Sydinvest Hojrentelande A DKK Akkumulerende KL

Currency exposure is hedged

Currency exposure is hedged

DKK

6.1

8 Jyske Invest Nye Obligationsmarkeder

Currency exposure is hedged

Currency exposure is hedged

DKK

6.1

9 IR Hojrente A/S DKK

6.2

Fund Name Currency Loss
7 Danske Invest Nye Markeder Obligationer KL

Currency exposure is hedged

Currency exposure is hedged

DKK

-5.4%

8 Nordea 1 - Emerging Mkt Bond Opportunities HBI DKK

Currency exposure is hedged

Currency exposure is hedged

DKK

-5.5%

9 Sydinvest Hojrentelande A DKK Akkumulerende KL

Currency exposure is hedged

Currency exposure is hedged

DKK

-5.6%

10 Nordea1 Emerging Market Hard Currency Bond HBI DKK

Currency exposure is hedged

Currency exposure is hedged

DKK

-5.7%

11 Jyske Invest Nye Obligationsmarkeder

Currency exposure is hedged

Currency exposure is hedged

DKK

-5.8%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 3.5% 1.8%
2016 8.6% 4.2% 4.9% 4.2% -4.7%
2015 -2.8% 1.7% -0.5% -4.8% 0.9%
2014 3.9% 3.0% 5.1% -1.3% -2.7%
2013 -5.6% -1.9% -5.5% 0.9% 1.0%
2012 17.6% 5.2% 1.2% 7.2% 3.1%
2011 7.1% 1.1% 3.5% -2.2% 4.7%
2010 16.2% 7.1% 1.0% 7.8% -0.4%
2009 40.0% 0.4% 15.0% 14.9% 5.5%
2008 -24.5% -1.6% 0.6% -2.9% -21.4%
2007 2.3% 1.2% -0.5% 0.8% 0.7%
2006 7.0% 2.8% -5.2% 4.5% 5.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark

Fund Info

  • Launch date18/11/2005
  • Share Class size537Mn
  • Base currencyDKK
  • ISIN DK0060012979
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0

Charges

  • Initial investment1.64999997615814

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