Emerging Markets Debt Local Currency
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This strategy invests in local currency treasury and government-related emerging market bonds. Portfolios may be opportunistically allocated to emerging market corporate credit and hard currency (USD denominated) issues. The strategy is typically benchmarked to the JPMorgan Global Bond Index – Emerging Markets Global Diversified.
Why Mondrian for Emerging Markets Debt?
Some of the longest track records in the industry – also, some of the strongest
* 2021 PRI Assessment Scores: Investment & Stewardship Policy: 3 Stars; Direct-Listed equity-Active fundamental–incorporation: 4 Stars; Direct-Listed equity-Active fundamental–voting: 3 Stars; Direct-Fixed income–SSA: 5 Stars; Direct-Fixed income–Corporate: 5 Stars. Please refer to www.unpri.org for the PRI assessment methodology. Mondrian’s full Assessment Report and Transparency Report may be requested via the PRI Data Portal. PRI = Principles for Responsible Investments.
As of June 30, 2022
Mondrian Emerging Markets Debt Local Currency Composite (USD)
Mondrian Investment Partners Limited (“Mondrian”) claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. A GIPS Composite Report is available on request from email@example.com.
This introductory material is for informational purposes only and is not an offer or solicitation with respect to any securities. Any offer of securities can only be made by written offering materials, which are available solely upon request, on an exclusively private basis and only to qualified financially sophisticated investors residing in jurisdictions consistent with Mondrian’s regulatory authorizations. The information set forth herein is a summary only and does not set forth all of the risks associated with the investment strategy described herein.
As of June 30, 2022
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Mondrian Investment Partners/ JPMorgan
News and Insights
Reading Time: 6 minutes Emerging Markets Debt can complement traditional fixed income by enhancing long run returns and acting as an important diversifier within global portfolios.
Reading Time: 2 minutes Against the US dollar, the Japanese yen is at a 24-year low. Over the same period, the domestic purchasing power of the dollar has almost halved, whilst that of the yen has barely moved.