Ninety O...

Price: 123.7100GBX

Change: icon-up-small 0.23%

Ninety One Emerging Markets Local Currency Debt I Acc GBP

Ninety One Emerging Markets Local Currency Debt I Acc GBP

ISIN:

GB00B3TB1H89

Risk level:

1
2
3
4
5
6
7

FE fundinfo Rating:

3 of 5

IA Sector:

IA Global EM Bonds - Local Currency

Income type:

Accumulation

Price:

123.7100GBX

15 July 2025

Last change:

icon-up-small 0.23%

1 year change:

icon-up-small 8.69%

5 year annualised return:

1.77%

12 month yield:

0.00%

At a glance

At a glance performance and information

Eligibility:

Share Dealing Account Yes
ISA Yes
SIPP Yes

The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you are unsure about investing, seek independent advice

Add to chart:

  • Ninety One Emerging Markets Local Currency Debt I Acc GBP
  • IA Global EM Bonds - Local Currency
  • JPM GBI EM Global Diversified Composite

Discrete calendar year performance

Discrete calendar year performance
Investment 30/06/20 to 30/06/21 30/06/21 to 30/06/22 30/06/22 to 30/06/23 30/06/23 to 30/06/24 30/06/24 to 30/06/25
Ninety One Emerging Markets Local Currency Debt I Acc GBP -2.74% -6.48% 7.71% 1.04% 6.68%
IA Global EM Bonds - Local Currency -2.97% -6.26% 7.81% 0.29% 5.13%
JPM GBI EM Global Diversified Composite 6.57% -19.28% 11.38% 0.36% 14.17%

Trailing returns

(*annualised)

Trailing returns
Investment 3 months 6 months 1 year 3 years* 5 years*
Ninety One Emerging Markets Local Currency Debt I Acc GBP 6.50% 3.03% 8.77% 6.26% 1.77%
IA Global EM Bonds - Local Currency 5.31% 3.13% 5.73% 5.19% 1.01%
JPM GBI EM Global Diversified Composite 6.66% 12.09% 10.79% 9.57% 1.53%

Fund Objective: The Fund aims to provide income and capital growth (to grow the value of your investment) over at least 5 years. The Fund invests primarily (at least two-thirds) in bonds (or similar debt-based assets) issued by emerging market borrowers or borrowers who have significant economic exposure to emerging markets (countries that have less developed economies) and in related derivatives (financial contracts whose value is linked to the price of such bonds (or similar debt-based assets)).

Manager name:

Ninety One Fund Managers UK Limited

Manager start date:

30 September 2017

Investment style:

*None

Region (geographical):

Global

Manager Biography:

Antoon is an investment specialist and portfolio manager in the Fixed Income team at Ninety One. He is a portfolio manager for our Emerging Markets Local Currency Debt, Emerging Markets Local Currency Total Return Debt, and African Fixed Income strategies. He also has joint regional research responsibilities for Africa. He joined the Investec Group in 2005 as part of the Investec chartered accountant (TOPP) Programme. After spending time in accounts and investment banking where he was involved with merger and acquisition advisory work, he joined the firm in 2006. Antoon holds a Master’s degree (cum laude) in Economics and an honours degree in Accounting from the University of Stellenbosch and is a Chartered Accountant (SA). Antoon studied in Germany as part of his post-graduate economic studies.

Benchmark:

JPM GBI EM Global Diversified Composite

Sector:

IA Global EM Bonds - Local Currency

FE fundinfo Rating:

3 of 5

Fees & charges

Fees and Charges

Fees and Charges
Charge Who receives this? What is it? Amount
Initial charge: The fund manager Charges applied by the fund management company for investing in their fund. Please note that Investment Managers may charge each time you buy new units or shares in a fund or trust. Where Investment Managers would have an entry charge, we will negotiate to have it waived so you will not be charged. 0.00%
Ongoing Charges: The fund manager The annual charge paid to a fund manager to cover the costs of running the fund. It is an estimate based on the actual amount charged in the previous year. 0.95%
Performance Fee: The fund manager A performance fee joins up the interest of the fund manager and their investors. A performance fee is taken when the fund beats pre-set conditions. N/A
Typical transaction cost: The fund manager The costs of dealing within a fund, which the Investment Manager must pay to continue managing the assets. This includes where the Manager decides to sell one stock and buy another. The costs will vary from one fund to another based on how often the Investment Manager trades and the costs applied when trading. 0.188%*
Dealing commission: iWeb The cost of buying or selling some or all of your investment. £5.00 (per online trade)

*This is an indication based on the market average. The fund’s actual transaction cost will be shown before you place a trade.

Account charges are not included

Breakdown

Asset Allocation

Fund size: 77,058,900.00 GBX

Chart date: July 15, 2025

Top 10 Holdings

Top 10 Holdings
Security Weight
Indonesia treasury bond 6.75 jul 15 35 5.10%
Republic of poland government bond 5 jan 25 30 4.80%
Indian government bond 7.1 apr 08 34 4.20%
Thailand government bond 2.65 jun 17 28 3.80%
Republic of poland government bond 7.5 jul 25 28 2.50%
Republic of poland government bond 4.75 jul 25 29 2.50%
Peruvian government international bond 6.9 aug 12 37 2.50%
Thailand government bond 2.8 jun 17 34 2.30%
Mexican bonds 7.75 may 29 31 2.20%
Egypt government bond 25.318 aug 13 27 2.10%

Sectors

Sectors
Sectors Weight
Debt 93.20%
Money Market 3.00%
Index Linked 1.50%
Foreign Exchange 1.10%
Investment Grade Corporate Bonds 0.70%
High Yield Bond 0.50%

World regions

World regions
Country Weight
Poland 11.60%
Malaysia 10.30%
Thailand 9.90%
Indonesia 9.80%
South Africa 6.40%
Peru 6.10%
India 5.50%
Mexico 5.20%
Other 4.40%
Cash and near cash 4.10%
ESG

What is ESG?

ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.

This product uses terms and/or marketing related to sustainability. It does not have a label, but the manager is required to produce a disclosures document.

The FCA website sets out further information in relation to the sustainability labelling and disclosure requirements.