EV Intl (Ireland) Parametric Emerging Mkts I2 USD

Ranked 89 out of 296 in - Global Emerging Markets over 12 months
All calculations are in GBP unless stated

Managed by

Timothy Atwill

Timothy Atwill is head of investment strategy with Parametric Portfolio Associates, LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He leads Parametric's investment strategy team and is responsible for managing the continued evolution of Parametric’s investment strategies and communicating these strategies to external audiences. Prior to his current role, Timothy was affiliated with Russell Investments in their manager research unit, performing due diligence duties for the firm’s consulting clients, and in their trading group, implementing derivative strategies for institutional clients. Previously, he was a non-life actuary and portfolio manager at Safeco Insurance Company. Timothy earned a B.A. in mathematics from Reed College and a Ph.D. in mathematics from Dartmouth College. He is a CFA charterholder and holds the FCAS designation from the Casualty Actuarial Society.

Thomas Seto

Thomas Seto earned a M.B.A. in Finance from University of Chicago and a B.S. in Electrical Engineering from the University of Washington. He joined Parametric in 1998 where he is a managing director responsible for portfolio management. Prior to this he worked as a head of U.S. Equity Index Investments at Barclays Global Investors. Prior to joining Parametric in 1998, Tom served as the head of U.S. Equity Index Investments at Barclays Global Investors, where he was responsible for portfolio management of all U.S. equity index strategies. Tom earned a B.S. in electrical engineering from the University of Washington in 1985 and an M.B.A. in finance from the University of Chicago Booth School of Business in 1991.

Objective

The investment objective of the Fund is to seek long-term capital appreciation. The Fund seeks to achieve its objective by investing in a diversified portfolio of common stocks of companies which are domiciled in or which derive more than 50% of their revenues or profits from emerging market countries.

Showing fund performance in United Kingdom View performance globally

Performance

Global Emerging Markets over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.6%
2018 -8.8% -1.9% -3.5% 0.3% -4.0%
2017 16.3% 8.7% 0.0% 2.8% 4.1%
2016 33.3% 10.4% 8.6% 8.8% 2.2%
2015 -12.5% 4.1% -5.2% -11.8% 0.5%
2014 1.7% 0.2% 3.4% 3.0% -4.7%
2013 -0.2% 7.1% -6.1% -1.2% 0.5%
2012 14.0% 11.7% -5.8% 3.5% 4.7%
2011 -18.6% -1.7% -0.7% -18.7% 2.7%
2010 26.5% 12.5% -7.4% 13.0% 7.4%
2009 50.2% -4.6% 19.9% 26.6% 3.8%
2008 -12.5% -9.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date04/06/2008
  • Share Class size242Mn
  • Base currencyUSD
  • ISIN IE00B2RKZ566

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • 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).