BMO Emerging Markets Equity 1 Acc

Ranked 53 out of 296 in - Global Emerging Markets over 12 months
All calculations are in GBP unless stated

Managed by

Damian Bird

Damian Bird joined LGM in 2015 as an Asian equity portfolio manager and became co-portfolio manager for global emerging markets mandates in July 2016. Bird spent more than five years at Arisaig Partners, including two years in Singapore where he focused on Asian and Eastern European consumer equities. In January 2011 he relocated to Cape Town where he spent three and a half years as a key decision maker in the asset allocation process for the $1 billion Arisaig Africa Consumer fund. Prior to LGM, Bird was a portfolio manager at Infusive Asset Management, where he launched and managed the Infusive Consumer Alpha Global Leaders fund, a long-only equity fund that invests globally in the consumer sector. Bird holds a BA honours in economics and history from Oxford University and is a CFA Charterholder.

Irina Hunter

Irina Hunter began her career in financial services in 1992 and from 1994 to 1998 worked as vice president for The U.S.-Russia Investment fund, a private equity investment fund in Moscow. After a period working in M&A in Canada and Russia she joined AGF Funds Inc. in 2002, based in Toronto where she was a global equity analyst, and later associate portfolio manager. She supported the award winning AGF Emerging Markets fund and AGF Global Equity Class. Hunter has an MBA from the University of Rochester as well as a bachelor's degree in finance and banking from the Moscow Finance Academy. Hunter joined LGM in 2007.

Rishikesh Patel

Rishikesh Patel joined LGM in 2006. Since the group he has researched Indian stocks and advised on Indian mandates. Patel relocated to the London office in October 2014 and became co-portfolio manager and then lead portfolio manager for the global emerging markets mandates in March and July 2016, respectively. Before joining the group, he worked with ICICI Securities and General Electric. Patel holds a post-graduate degree in finance and management from Jamnalal Bajaj Institute of Management Studies, Mumbai, and graduated in commerce from Narsee Monjee College of Commerce & Economics, Mumbai.

Objective

The Fund invests primarily in equities of emerging markets companies. These are companies which are listed. The Fund may be invested in any industry sector and in companies of any market capitalisation. Fund may also invest in other transferable securities, deposits, cash, near cash, money market instruments and warrants.

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 5.2%
2018 -7.5% -5.9% 3.0% -3.8% -0.9%
2017 21.9% 13.4% 3.4% -1.1% 5.1%
2016 26.9% 11.3% 11.2% 7.4% -4.6%
2015 -9.3% 7.3% -9.8% -9.0% 3.0%
2014 3.1% -0.7% 3.3% 1.1% -0.7%
2013 -10.0% 4.1% -10.2% -3.0% -0.7%
2012 18.0% 11.2% -5.0% 4.9% 6.5%
2011 -22.0% -2.6% -1.6% -22.1% 4.4%
2010 15.8% 7.0% -9.0% 7.1% 11.0%
2009 63.2% 5.3% 14.6% 23.3% 9.8%
2008 -39.3% -15.6% 2.2% -23.2% -8.4%
2007 38.9% 1.0% 15.5% 9.7% 8.4%
2006 15.6% 9.5% -10.4% 4.5% 12.8%
2005 43.4% 1.2% 8.3% 19.6% 9.5%
2004 12.8% 5.6% -9.2% 8.9% 8.2%
2003 32.8% -4.2% 14.9% 12.3% 7.4%
2002 -18.0% 14.5% -16.1% -18.3% 4.5%
2001 -3.4% -3.5% 6.6% -27.1% 28.8%
2000 -27.9% 4.2% -5.6% -11.7% -17.0%
1999 67.0% 14.7% 23.8% -9.0% 29.2%
1998 -28.7% 2.5% -20.6% -22.4% 13.0%
1997 -6.6% 13.5% 3.3% -6.4% -14.9%
1996 -4.2% -8.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
HDFC Bank Ltd ORD 4.98%
Tingyi Cayman Islands Holding Corp ORD 4.93%
Sands China Ltd ORD 4.31%
Wal Mart de Mexico SAB de CV ORD 4.27%
ICICI Bank Ltd ORD 4.14%
Bank Mandiri (Persero) Tbk PT ORD 4.09%
Magnit PAO DR 3.96%
British American Tobacco (Malaysia) Bhd ORD 3.95%
Yum China Holdings Inc ORD 3.85%
ITC Ltd ORD 3.77%
31/03/2019

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date22/05/1996
  • Share Class size02Mn
  • Base currencyGBX
  • ISIN GB0005751002

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%
  • Initial investment5.00%

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