Alger SICAV-Alger Emerging Markets I-3 US

Ranked 237 out of 296 in - Global Emerging Markets over 12 months
All calculations are in GBP unless stated

Managed by

Deborah A. Vélez Medenica

Deborah Vélez Medenica is a CFA charterholder and a member of the CFA Institute. She graduated with an AB from Harvard-Radcliffe College, earned her MA in International Economics and Latin American Studies from Johns Hopkins School of Advanced International Studies, and earned her MBA at the Wharton School. Deborah joined Alger in 2010 and has over 17 years in emerging markets, having previously worked at PineBridge Investments (formerly AIG Investments) where she rose from investment analyst to portfolio manager to the head of emerging market equities. Prior to PineBridge, she worked as an analyst for Baring Asset Management, Toronto Dominion Bank, and Cambridge Associates. She is currently based in New York.

Objective

Sub-Fund investing in equity securities of emerging countries issuers. Under normal circumstances, the Sub-Fund invests at least two thirds of its net assets in equity securities, including common stocks, American Depositary Receipts and Global Depositary Receipts, of emerging countries issuers. The Portfolio Manager may consider classifications including those of the World Bank, the International Finance Corporation, or the United Nations (and its agencies) in determining whether a country is an emerging country. Currently, most Central and South American, African, Asian and Eastern European nations are considered emerging countries, among others.

Showing fund performance in United Kingdom View performance globally

Performance

Global Emerging Markets over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.0%
2018 -17.0% -2.5% -4.0% -3.5% -8.1%
2017 26.8% 10.8% 3.4% 4.6% 5.8%
2016 23.0% 2.2% 9.5% 12.9% -2.7%
2015 -2.3% 8.2% -3.8% -12.5% 7.3%
2014 -0.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. Finland
  4. France
  5. Germany
  6. Luxembourg
  7. Netherlands
  8. Singapore
  9. Sweden
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date08/08/2014
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU1086904023

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.85%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).