Westwood Emerging Markets X GBP Acc

Ranked 21 out of 296 in - Global Emerging Markets over 12 months
All calculations are in GBP unless stated

Managed by

Patricia Perez-Coutts

Patricia Perez-Coutts joined Westwood in 2012 and serves as a Senior Vice President, Portfolio Manager where she is currently the lead of the Emerging Markets strategies and the co-lead of the Global Equity Strategy. Prior to joining Westwood, Ms. Perez-Coutts managed emerging markets portfolios for eleven years for AGF Investments Inc. Prior to 2001, she served as Vice President and Portfolio Manager for another Canadian investment management firm, Vice President of Research for a Canadian private merchant bank and Economist for Peru’s Institute of Foreign Trade. Ms. Perez-Coutts earned an Honors BA in Economics from Pontifica Universidad del Peru and a BA in Mathematics for Commerce from York University. She is a member of the CFA Institute and the Toronto Society of Financial Analysts.

Objective

The objective of the Fund is to achieve long-term capital appreciation by primarily investing in equity securities of emerging market companies. Under normal circumstances, the Fund invests at least 80% of its net assets in equity securities of emerging market companies on Recognised Exchanges. The Fund considers a company to be an emerging market company if at least 50% of the companys assets are located in emerging markets; at least 50% of the companys revenues are generated in emerging markets; or the company is domiciled in an emerging market.

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 7.9%
2018 -8.9% -2.9% -5.3% 3.1% -3.8%
2017 18.1% 11.4% 0.5% 0.2% 5.3%
2016 35.4% 11.5% 12.2% 11.2% -2.7%
2015 -12.6% 6.3% -5.4% -16.0% 3.4%
2014 11.8% 1.2% 7.2% 3.5% -0.4%
2013 -3.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date31/07/2013
  • Share Class size167Mn
  • Base currencyGBP
  • ISIN IE00B8T18V69

Purchase Info

  • Min. initial investment50Mn
  • Min. regular additional investment0

Charges

  • Annual management0.13%
  • 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).