Candriam SRI Equity Emerging Markets C EUR C

Ranked 277 out of 291 in - Global Emerging Markets over 12 months
All calculations are in GBP unless stated

Managed by

Jan Boudewijns

Based in Brussels, Jan Boudewijns is head of emerging equity markets for Candriam. He joined the firm (then Dexia Asset Management) in 2003. He currently runs Chinese and Asian equity funds using an SRI overlay investment style. Jan studied Agronomy at the University of Leuven and outside of work he enjoys cycling, drawing, music and the theatre.

Objective

The aim of the sub-fund is to enable shareholders to benefit from the growth potential of the emerging equity markets with an investment in stocks selected by the portfolio management team on a discretionary basis. The selection is based on the stocks characteristics and growth prospects, as well as in-house analysis of Environmental, Social and Governance (ESG) criteria.

Showing fund performance in United Kingdom View performance globally

Performance

Global Emerging Markets over : 31/01/2018 - 31/01/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -17.4% -0.7% -4.6% -6.3% -6.9%
2017 36.2% 11.6% 3.0% 8.5% 9.2%
2016 21.8% 4.3% 9.3% 11.5% -4.1%
2015 -3.7% 9.9% -3.0% -13.2% 4.1%
2014 5.9% -1.5% 4.9% 0.6% 1.9%
2013 -1.2% 5.4% -6.2% -2.0% 1.9%
2012 7.9% 10.3% -7.3% 3.4% 2.1%
2011 -20.1% -2.4% -0.3% -19.6% 2.0%
2010 19.9% 8.2% -7.6% 11.2% 7.8%
2009 56.9% 0.2% 18.0% 24.0% 7.1%
2008 -20.7% -9.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
Tencent Holdings Ltd ORD 5.66%
EUR Cash 4.54%
Taiwan Semiconductor Manufacturing Co Ltd ORD 4.11%
China Merchants Bank Co Ltd ORD 2.91%
Itau Unibanco Holding SA PFD 2.90%
Ping An Insurance Group Co of China Ltd ORD 2.73%
Infosys Ltd ORD 2.20%
Bank Central Asia Tbk PT ORD 2.16%
Banco Bradesco SA PFD 2.15%
Samsung Engineering Co Ltd ORD 2.10%
31/12/2018

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Luxembourg
  8. Portugal
  9. Spain
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date23/03/2017
  • Share Class size483Mn
  • Base currencyEUR
  • ISIN LU1434523954

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • 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).