Quilter Investors Emrgng Mrkts Eq Inc U2 GBP Acc

Ranked 254 out of 309 in - Global Emerging Markets over 3 months
All calculations are in GBP unless stated

Managed by

Anthony Cragg

Alison Shimada

Alison Shimada is a senior equity analyst and portfolio manager at Wells Fargo Asset management. She joined the firm in 2003 and previously, was an investment officer at UG Regents. She graduated from the University of California at Berkeley, Harvard Business School with a degree in Political Economics and outside of work lists music among her interests.

Objective

The Fund aims to achieve a combination of income and capital growth. The Fund primarily invests, directly or indirectly, in shares of companies listed, traded or dealt in on a regulated market in emerging markets worldwide and companies that have a predominant proportion of their assets or business operations in these emerging market countries. The investment adviser typically has a preference to invest in shares of companies they believe are likely to provide dividend payments. The Fund may at times be concentrated in terms of the number of investments it holds. The Fund may also invest in other transferable securities, collective investment schemes (including those managed or operated by the ACD) warrants, money market instruments, deposits, cash and derivatives.

Showing fund performance in United Kingdom View performance globally

Performance

Global Emerging Markets over : 30/01/2019 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.9%
2018 4.8% -3.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date11/06/2018
  • Share Class size80Mn
  • Base currencyGBP
  • ISIN GB00BZ191L83

Purchase Info

  • Min. initial investment250Mn

Charges

  • 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).