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BMO Responsible Global Emerging Markets Eqt A USD

Classé 6 sur 220 en - Marchés émergents mondiaux sur 36 mois
All calculations are in EUR unless stated

Géré par

Jeff Chowdhry

Sam Mahtani

Sam Mahtani joined F&C in 1993 helping launch the F&C India fund, the third offshore India fund to be available to foreign investors. He became co-manager for the fund in 1994 and lead manager in 1996. He has over 20 years investment experience analysing companies and managing money in emerging markets. Sam has research responsibilities for companies in Asia, specialising in India, China, Korea and Latin America. Prior to F&C Sam worked at the Royal Bank of Scotland Plc for six years as senior bank officer in the corporate trusts division. He is an Associate of the Institute of Financial Services and a member of the CFA Society in the UK. Sam was one of the five F&C emerging markets team members to become part of LGM in late 2014.

Objectif

The objective is to provide a medium through which investors may participate in an actively managed portfolio of ordinary shares of companies in emerging markets, which contribute to or benefit from sustainable economic development. The Fund seeks to achieve this by investing in ordinary shares and equity related securities such as warrants and debt securities of companies that are registered in emerging market countries which contribute to or benefit from their sustainable economic development. The manager will only invest in companies that demonstrate a clear commitment to Good Governance and Sustainability.

Performance

Marchés émergents mondiaux sur : 30/06/2015 - 30/06/2018

Rendement total

Performance trimestrielle

au 30/06/2018 Annuel T1 T2 T3 T4
2018 -2,9% 1,2%
2017 27,6% 13,9% 2,6% 1,0% 8,1%
2016 11,0% 2,1% 8,3% 3,3% -3,0%
2015 -4,8% 13,9% -7,7% -11,8% 2,6%
2014 11,2% 0,8% 5,8% 3,7% 0,5%
2013 -11,4% 0,2% -10,3% -1,5% 0,1%
2012 16,1% 11,1% -3,7% 5,3% 3,1%
2011 -19,4% -4,1% -3,8% -17,8% 6,3%
2010 20,3% 6,8% -0,3% 4,2% 8,4%
2009 73,9% 7,0% 26,4% 17,0% 9,9%
2008 -54,0% -20,0% 0,9% -20,4% -28,4%
2007 28,7% -0,1% 14,7% 9,5% 2,5%
2006 16,6% 6,8% -10,5% 7,1% 13,9%
2005 50,9% 3,2% 12,6% 18,0% 10,2%
2004 10,8% 12,6% -11,5% 3,8% 7,0%
2003 28,2% -8,5% 18,0% 11,0% 7,0%
2002 -23,1% 14,4% -21,7% -14,4% 0,3%
2001 -4,7% 7,1% 2,6% -33,6% 30,7%
2000 -25,1% 7,2% -10,5% -5,2% -17,6%
1999 80,7% 20,1% 23,4% -9,9% 35,3%

Performance mensuelle

Rendement vs Risque

Enregistré à la vente

  1. Autriche
  2. Finlande
  3. France
  4. Allemagne
  5. Irlande
  6. Italie
  7. Luxembourg
  8. Pays-Bas
  9. Portugal
  10. Singapour
  11. Espagne
  12. Suède
  13. Suisse
  14. Royaume-Uni

Information sur le fonds

  • Date de lancement01/07/1994
  • Taille de la share class21Mn
  • Devise de baseUSD
  • Code ISIN LU0153359632

Information pour achat

  • Minimum investissement de départ2 500
  • Montant minimum de versements périodiques0

Frais

  • Gestion annuelle1,50%
  • Investissement de départ5

La performance est pour la période indiquée (fin de mois à fin de mois, offre/offre, revenu brut réinvesti, calculée dans la devise indiquée).