EI Sturdza Strategic Quality Emerging Bond Fund celebrates its first Anniversary

We are delighted to announce that the EI Sturdza Strategic Quality Emerging Bond Fund, advised by Portfolio Manager Eric Vanraes is celebrating its 1st anniversary. During a challenging first year in terms of the macro environment, the Fund has returned a solid 4.09% to investors (USD Class).

The Fund invests predominantly in high-quality emerging market bonds (Sovereign and Corporates with minimum rating BB/Ba2) and is actively managed and benchmark agnostic, with risk management being a key driver; focusing on high quality and liquid investments. The objective of the Fund is to achieve a total return through a combination of capital growth and income.

At present the Fund maintains an active weighting towards Government issues, as well as those linked to materials, energy and financials and favours investments in Russia, India, China and Hungary.

Eric Vanraes, Portfolio Manger of the Fund comments:

“My first thought is for our investors, who decided one year ago to trust us and to follow us on this great adventure! My second thought is for the entire staff of EI Sturdza and the Board of Directors who managed the set-up of this project and the Fund on a day to day basis; this is a collective success!"

“I also take the opportunity to congratulate Pascal Perrone, the Deputy Fund Manager in charge of Risk Management. Without a state-of-the-art risk model, tested under real conditions since July after the failed coup in Turkey, it would have been impossible to retain our DNA - high quality and liquidity - and to achieve our goals - low volatility and sound performance." 

“This anniversary is only the first step. High-quality Emerging Markets have a bright future and the Fund is the perfect vehicle to participate in their development.”

For further information please click here: Strategic Quality Emerging Bond Fund

Further news

June 2017

QE: A rush for the exit

EI Sturdza portfolio manager, Eric Vanraes recently spoke to fixed income publication, The DESK, about the prospect of a near-term end to QE and its potential impact on investors. He analyses whether the ECB will warn investors about upcoming tapering or raise the deposit rate, before predicting QE unwinding to take place at the end of 2017 or beginning of 2018. Read the full article
July 2017

EI Sturdza’s Triathlon teams bring home the medals at The Island Games

EI Sturdza was proud to sponsor the Guernsey Triathlon men’s and women’s teams at the 2017 NatWest Island Games held in Gotland, Sweden.This year’s games proved to be a great success for the men’s and women’s triathlon teams, with both picking up silver medals. The race consisted of a 1,500 metre swim, which was shortened on the day due to adverse weather, a 40 kilometre cycle and 10 kilometre run. The men’s team included EI Sturdza’s very own Ben Creasey, as team member and Sean Murphy, the...