CS Investment Funds 3 SICAV - Credit Suisse (Lux) Emerging Market Corporate Bond Fund Capitalisation -B USD-

BENCHMARK AWARD-REVIEW:

The Credit Suisse (Lux) Emerging Markets Corporate Bond Fund is a strong case of a well-diversified emerging market fixed income fund with a highly structured investment process that has delivered consistent outperformance.

Portfolio construction utilizes bottom-up security selection and is designed to maximize opportunities around key issuer upgrades or special situations. The Fund has over 160 securities holdings supported by strong analyst coverage across EMMs, with in-house resources augmented by a research joint venture with Lucror Analytics.

Investing in emerging market debt means risk management is prioritized in the investment process and the Credit Suisse three-line defense model across risk control, independent risk management, and risk assurance. Commitment to ESG includes adhering to an internal framework and using industry data from external providers to filter and inform investment decisions. Noted active stewardship implementation as the Fund is currently divesting non-ESG compliant issuers on a step-by-step basis as it seeks to transition to full ESG compliance.

The Fund has generated strong performance with +301 basis points on a 3Y annualized net return above its stated benchmark.

This Fund has been reviewed by three industry veterans of the Benchmark judging committee.

House Awards: Emerging Markets Fixed Income
Singapore – Best-In-Class

KEY FACTS

ISIN: LU0660296541
Inception Date: 08/31/2011
AUM: USD 2038632170.62
Manager Name: Gonzalo Borja, 02/04/2012; Andranik Safaryan, 01/08/2017
Total Expense Ratio: 1.39%
3-Yr Return: 26.22%
3-Yr Max Drawdown: 15.08%


ESG Score: 47.44
GC Score: 54.26
Near-Term Score(<=2°C): 5.02%
Business Involvement:
Alcohol Involvement: 0.18%, …

Investment Style Consistency: 5.00
Environmental Consequence: 5.00
Stewardship – Engagement: 4.44

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