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You are here: Manager factsheet

Claudia Calich

 FE fundinfo Alpha Manager
M&G UK, M&G Luxembourg S.A.
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Manager profile
Claudia Calich joined M&G in October 2013 as a specialist in emerging markets debt and, in December 2013, started managing the Emerging Markets Bond strategy. She became manager of the Global Government Bond strategy and deputy manager of the Global Macro Bond strategy in July 2015. Since May 2017, she has also been on the management team of strategies domiciled in Luxembourg. Claudia has more than 20 years of experience in emerging markets, including as a senior portfolio manager at Invesco in New York, and previous positions at Oppenheimer Funds, Fuji Bank, Standard & Poor’s and Reuters. Claudia graduated with a BA (Honours) in Economics from Susquehanna University in 1989 and holds an MA in International Economics from the International University of Japan in Niigata.
Total return for Claudia Calich
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Claudia Calich

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Claudia Calich 10.1 0.0 -4.0 2.7 -0.3 5.2 -4.6 20.1 4.8 14.8
Peer Group Composite 7.4 -0.1 -4.5 6.0 -2.0 3.4 -2.5 15.4 1.9 5.5
Over / Under 2.7 0.1 0.5 -3.3 1.7 1.8 -2.1 4.7 2.9 9.3
Performance vs peer group composite: Claudia Calich
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
M&G Emerging Markets Bond Lead manager UT Global EM Bonds - Blended since Nov 30 2013 to present
M&G (Lux) Emerging Markets Hard Currency Bond Lead manager FO Fixed Int - Emerging Markets since May 22 2017 to present
M&G (Lux) Emerging Markets Bond Lead manager FO Fixed Int - Emerging Markets since Sep 17 2018 to present
Funds managed previously
Fund Periods
Invesco Emerging Markets Bond since Jun 01 2004 to Jul 31 2013
Invesco Global High Income since Aug 01 2005 to Jul 31 2013
Invesco Emerging Local Currencies Debt since Dec 14 2006 to Jul 31 2013
M&G Global Macro Bond since Jul 01 2015 to Jan 03 2021
M&G Global Government Bond since Jul 06 2015 to Jan 03 2021
Invesco Emerging Market Corporate Bond since May 01 2011 to Jul 31 2013
M&G (Lux) Global Macro Bond since Oct 26 2018 to Jan 03 2021
M&G (Lux) Sustainable Emerging Markets Corporate Bond since Jul 25 2019 to Jan 31 2021
M&G Global Macro Bond since Apr 01 2021 to Jun 30 2021
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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