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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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Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has, period by period, consistently managed to outperform the peer group. Good stock picking has had a material positive impact on results, which have not been particularly exposed to falling markets.
Manager profile
Claudia Calich joined M&G in October 2013 as a specialist in emerging markets debt and is manager of the M&G (Lux) Emerging Markets Bond Fund and the M&G (Lux) Emerging Markets Hard Currency Bond Fund since launch. She is also manager of the M&G Global Government Bond Fund (UK-authorised OEIC) and deputy manager of the M&G (Lux) Global Macro Bond Fund and of the M&G (Lux) Emerging Markets Corporate ESG Bond Fund. Claudia has over 20 years of experience in emerging markets, with previous positions at Invesco in New York, 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
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
 
 
 
 
 
1-37m
 
 
 
 
 
 
 
 
 
13-49m
 
 
 
 
 
 
 
 
 
25-61m
 
 
 
 
 
 
 
 
 
37-73m
 
 
 
 
 
 
 
 
 
49-85m
 
 
 
 
 
 
 
 
 
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 9.9 -0.6 3.9 21.0 0.2 12.1 1.5 17.7 1.5 20.6
Peer Group Composite 7.5 -1.1 3.9 17.8 -4.9 7.6 3.2 12.1 1.0 14.7
Over / Under 2.4 0.5 0.0 3.2 5.1 4.5 -1.7 5.6 0.5 5.9
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
9 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
7 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
M&G Emerging Markets Bond Lead manager UT Global Emerging Markets Bond since Dec 02 2013 to present
M&G Global Macro Bond Co-managed (deputy) UT Global Bonds since Jul 01 2015 to present
M&G Global Government Bond Lead manager UT Global Bonds since Jul 06 2015 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
M&G (Lux) Global Macro Bond Co-managed (deputy) FO Fixed Int - Global since Oct 26 2018 to present
M&G (Lux) Emerging Markets Corporate ESG Bond Co-managed (deputy) FO Fixed Int - Emerging Markets since Jul 25 2019 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
Invesco Emerging Market Corporate Bond since May 01 2011 to Jul 31 2013
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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