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Capital International Emerging Markets Fund I EUR

Classé 39 sur 230 en - Marchés émergents mondiaux sur 36 mois
All calculations are in EUR unless stated

Géré par

Victor Kohn

Chapman Taylor

F. Chapman Taylor is an equity portfolio manager at Capital Group. As an equity investment analyst at Capital, he covers Asian telecom companies excluding Japan, as well as companies domiciled in Indonesia, the Philippines and New Zealand. He has over 24 years of investment experience and has been with Capital Group for over 20 years. Before joining Capital, he worked as a consultant with SRI International and Strategic Planning Associates, advising ASEAN, U.S. and U.K. companies on business strategy. He holds an MBA in finance and strategic planning from the Wharton School of the University of Pennsylvania, and a bachelor’s degree in physics and theology from Tulane University. Taylor is based in Washington, D.C

Shaw Wagener

Shaw Wagener is a portfolio manager at Capital Group. He is chairman of Capital Group International, Inc. He has over 33 years of investment experience, all with Capital Group. Earlier in his career, Shaw was an equity trader at Capital and then head of equity trading. He holds a bachelor’s degree in international relations from Claremont McKenna College graduating cum laude. He also holds the Chartered Financial Analyst® designation. Shaw is based in Los Angeles.

Objectif

The fund invests primarily in securities that are admitted to an official listing or dealt in on another regulated market. It normally invests in shares of companies domiciled in or conducting a predominant part of their economic activities in developing countries. The fund also invests in fixed-income securities depending on their comparative attractiveness. It is managed on a stock-bystock basis without reference to index weighting. The fund does not use short-selling or leverage

Performance

Marchés émergents mondiaux sur : 31/10/2015 - 31/10/2018

Rendement total

Performance trimestrielle

au 30/09/2018 Annuel T1 T2 T3 T4
2018 -0,7% -3,9% -4,7%
2017 23,9% 10,7% 0,7% 3,6% 7,2%
2016 12,9% -0,7% 4,2% 6,6% 2,3%
2015 -6,1% 14,0% -3,3% -18,4% 4,3%
2014 6,0% -2,5% 6,0% 3,1% -0,4%
2013 -3,3% 2,5% -9,1% 2,5% 1,2%
2012 11,8% 10,3% -7,6% 6,7% 2,8%
2011 -19,4% -3,6% -3,9% -18,1% 6,2%
2010 24,1% 7,5% 3,1% 4,7% 6,9%
2009 73,5% 7,9% 26,1% 15,5% 10,5%
2008 -47,8% -15,0% -2,5% -16,6% -24,5%
2007 25,2% 3,5% 13,3% 6,1% 0,6%
2006 22,5% 10,0% -9,7% 8,6% 13,5%
2005 60,8% 6,8% 14,0% 17,6% 12,4%
2004 12,1% 12,2% -10,2% 5,7% 5,2%
2003 24,9% -9,8% 16,2% 12,9% 5,7%
2002 -23,7% 13,0% -22,7% -16,6% 4,8%
2001 -0,7% -3,1% 11,5% -30,1% 31,4%
2000 -26,6% 12,1% -10,6% -7,4% -20,9%
1999 118,5% 24,4% 27,4% -4,5% 44,4%
1998 -29,8% 9,5% -21,0% -27,6% 12,2%
1997 19,7% 17,0% 17,1% 0,2% -12,8%
1996 20,6% 13,2% 8,8% -3,0% 0,9%
1995 -7,7%

Performance mensuelle

Rendement vs Risque

Enregistré à la vente

  1. Autriche
  2. Belgique
  3. Chili
  4. Danemark
  5. Finlande
  6. France
  7. Allemagne
  8. Irlande
  9. Italie
  10. Luxembourg
  11. Pays-Bas
  12. Norvège
  13. Singapour
  14. Espagne
  15. Suède
  16. Suisse
  17. Royaume-Uni

Information sur le fonds

  • Date de lancement31/05/1990
  • Devise de baseUSD
  • Code ISIN LU0100551562

Information pour achat

  • Minimum investissement de départ20Mn
  • Montant minimum de versements périodiques0

Frais

  • Gestion annuelle0,90%
  • Investissement de départ0,00%

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