Financial News

VanEck’s Emerging Markets Bond Strategy Wins Awards in U.S. and Overseas

Firm’s UCITS Fund on Emerging Markets Bonds recognized for most recent 3- and 5-year performance records in the UK, Nordics, and several European countries in Refinitiv Lipper Awards

U.S. Fund also named one of the “Best International Bond Funds” in the Investor’s Business Daily Best Mutual Funds Awards

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:

  • Best Fund over 3 Years, Switzerland
  • Best Fund over 5 Years, Switzerland
  • Best Fund over 3 Years, United Kingdom
  • Best Fund over 5 Years, United Kingdom
  • Best Fund over 5 Years, Germany
  • Best Fund over 5 Years, Nordics
  • Best Fund over 5 Years, Austria
  • Best Fund over 3 Years, Netherlands
  • Best Fund over 5 Years, Netherlands

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.

About VanEck

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 access 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.

Important Disclosures

This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities, financial instruments or digital assets mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, tax advice, or any call to action. Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results, are for illustrative purposes only, are valid as of the date of this communication, and are subject to change without notice. Actual future performance of any assets or industries mentioned are unknown. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. VanEck does not guarantee the accuracy of third party data. The information herein represents the opinion of the author(s), but not necessarily those of VanEck or its other employees.

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.

ESG integration is the practice of incorporating material environmental, social and governance (ESG) information or insights alongside traditional measures into the investment decision process to improve long term financial outcomes of portfolios. Unless otherwise stated within an active investment strategy’s investment objective, inclusion of this statement does not imply that an active investment strategy has an ESG-aligned investment objective, but rather describes how ESG information may be integrated into the overall investment process.

ESG investing is qualitative and subjective by nature, and there is no guarantee that the factors utilized by VanEck or any judgment exercised by VanEck will reflect the opinions of any particular investor. Information regarding responsible practices is obtained through voluntary or third-party reporting, which may not be accurate or complete, and VanEck is dependent on such information to evaluate a company’s commitment to, or implementation of, responsible practices. Socially responsible norms differ by region. There is no assurance that the socially responsible investing strategy and techniques employed will be successful. An investment strategy may hold securities of issuers that are not aligned with ESG principles.

Investing involves substantial risk and high volatility, including possible loss of principal. An investor should consider the investment objective, risks, charges and expenses of a Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, call 800.826.2333 or visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing.

© 2023 Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation.

Contacts

MEDIA CONTACTS

Chris Sullivan / Julia Stoll

Craft & Capital

20 West 22nd Street, Suite 1605

New York, NY 10010



212.473.4442



chris@craftandcapital.com

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