VanEck's Emerging Markets Bond Strategy Wins Awards in U.S. and Overseas
VanEck is today proudly marking several key awards that its Emerging Markets Bond Strategy has received in recent weeks, including nine 2023 Refinitiv Lipper Awards for its UCITS Fund, as well as the U.S. Fund being named one of the Best International Bond Funds in Investor's Business Daily's 2023 Best Mutual Fund Awards.
Refinitiv's Lipper Fund Awards honor funds annually that have excelled in providing consistently strong risk-adjusted performance relative to similar funds, based on Lipper's proprietary performance-based methodology. The Investor Business Daily Awards winners are evaluated based on the funds' outperformance of the Bloomberg Global Aggregate Bond Index over the last one-, three-, five- and 10-year periods.
"We're honored to receive these awards from both Lipper and Investor's Business Daily for our Emerging Markets Bond Strategy," said Eric Fine, Portfolio Manager. "Not only does this achievement demonstrate the strong long-term performance of this Strategy relative to its peers globally, but also the wide range of investors, including the U.S. and beyond, that can benefit from the portfolio diversification and income potential of emerging markets bonds."
The list of 2023 Refinitiv Lipper Fund Awards won by the Fund includes:
The VanEck Emerging Markets Bond Strategy was one of the first truly blend emerging markets bond strategies in the market and is actively managed with the flexibility to invest in sovereign and corporate debt in hard- and local-currency. The Strategy is led by Portfolio Manager Eric Fine, who has over 30 years of experience living, working and investing in Emerging Markets. Eric is supported by Deputy Portfolio Manager David Austerweil, Chief Economist Natalia Gurushina and Senior Corporate Analyst Robert Schmieder.
VanEck has a history of looking beyond the financial markets to identify trends that are likely to create impactful investment opportunities. We were one of the first U.S. asset managers to offer investors acces to international markets. This set the tone for the firm's drive to identify asset classes and trends - including gold investing in 1968, emerging markets in 1993, and exchange traded funds in 2006 - that subsequently shaped the investment management industry.
Today, VanEck offers active and passive strategies with compelling exposures supported by well-designed investment processes. As of April 30, 2023, VanEck managed approximately $75.8B in assets, including mutual funds, ETFs and institutional accounts. The firm's capabilities range from core investment opportunities to more specialized exposures to enhance portfolio diversification. Our actively managed strategies are fueled by in-depth, bottom-up research and security selection from portfolio managers with direct experience in the sectors and regions in which they invest. Investability, liquidity, diversity, and transparency are key to the experienced decision-making around market and index selection underlying VanEck's passive strategies.
Since our founding in 1955, putting our clients' interests first, in all market environments, has been at the heart of the firm's mission.
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Investments in emerging markets bonds may be substantially more volatile, and substantially less liquid, than the bonds of governments, government agencies, and government-owned corporations located in more developed foreign markets. Emerging markets bonds can have greater custodial and operational risks, and less developed legal and accounting systems than developed markets.
There are inherent risks with fixed income investing. These risks may include interest rate, call, credit, market, inflation, government policy, liquidity, or junk bond. When interest rates rise, bond prices fall. This risk is heightened with investments in longer duration fixed-income securities and during periods when prevailing interest rates are low or negative.
You can lose money by investing in the VanEck Emerging Markets Bond Fund. Any investment in the Fund should be part of an overall investment program, not a complete program. The Fund is subject to risks which may include, but are not limited to, risks associated with active management, credit, credit-linked notes, currency management strategies, derivatives, emerging market issuers, energy sector, ESG investing Fund, foreign currency, foreign securities, hedging, high portfolio turnover, high yield securities, interest rate, LIBOR replacement, market, non-diversified, operational, restricted securities, investing in other funds, sovereign bond, and special risk considerations of investing in Latin American issuers, all of which may adversely affect the Fund. Emerging market issuers and foreign securities may be subject to securities markets, political and economic, investment and repatriation restrictions, different rules and regulations, less publicly available financial information, foreign currency and exchange rates, operational and settlement, and corporate and securities laws risks. Derivatives may involve certain costs and risks such as liquidity, interest rate, and the risk that a position could not be closed when most advantageous.
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