Candriam Equities L Emerging Markets C Cap

Ranked 284 out of 296 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.

Mohamed Saïdi

Mohamed Lamine Saïdi has been a senior fund manager at Candriam since 2005. He previously worked with Fortis Investment and Swisscorp Financial Advisory (respectively in Paris and Geneva, Switzerland). Mohamed graduated with a master’s degree in Banking and Financial Econometrics from University of Aix-en-Provence in France.

Objective

The fund invests principally in equities in emerging countries of Asia, Latin America, Central and Eastern Europe. These securities are quoted on local and international markets.

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 9.6%
2018 -18.2% -1.1% -5.2% -4.9% -8.2%
2017 31.9% 12.1% 3.7% 8.3% 4.8%
2016 27.2% 4.1% 10.2% 13.0% -1.8%
2015 -6.1% 8.0% -3.2% -13.6% 4.0%
2014 4.6% -1.6% 5.0% 0.1% 1.0%
2013 0.4% 7.4% -5.6% -1.9% 1.0%
2012 9.8% 9.4% -7.4% 4.0% 4.2%
2011 -19.5% -2.1% -0.6% -20.3% 3.9%
2010 19.2% 7.7% -7.6% 10.0% 8.8%
2009 53.6% -0.2% 16.8% 23.7% 6.6%
2008 -36.2% -11.2% -0.7% -19.5% -10.3%
2007 32.4% 0.5% 11.9% 11.8% 5.3%
2006 15.8% 10.0% -9.7% 3.5% 12.7%
2005 47.8% 2.7% 9.9% 19.6% 9.6%
2004 12.9% 5.9% -8.7% 7.5% 8.7%
2003 36.5% -2.2% 13.8% 13.3% 8.2%
2002 -13.3% 15.8% -12.8% -16.2% 2.4%
2001 -5.7% -6.2% 10.6% -26.4% 23.5%
2000 -20.5% 5.2% -4.7% -11.1% -10.7%
1999 47.6% 6.0% 17.9% -6.5% 26.3%
1998 -16.1% 5.6% -15.0% -20.0% 16.8%
1997 -7.5% 8.9% 11.1% -5.1% -19.4%
1996 -6.7% 6.4% -2.8% -5.4% -4.6%
1995 0.2% -3.8% 5.2% -0.5% -0.4%
1994 1.7% -6.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Tencent Holdings Ltd ORD 4.84%
Alibaba Group Holding Ltd DR 4.64%
Taiwan Semiconductor Manufacturing Co Ltd ORD 3.96%
Samsung Electronics Co Ltd ORD 3.37%
Naspers Ltd ORD 2.94%
China Merchants Bank Co Ltd ORD 2.79%
Ping An Insurance Group Co of China Ltd ORD 2.71%
Petroleo Brasileiro SA Petrobras PFD 1.88%
China Construction Bank Corp ORD 1.77%
China Mobile Ltd ORD 1.57%
31/03/2019

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Ireland
  9. Italy
  10. Luxembourg
  11. Netherlands
  12. Portugal
  13. Slovakia
  14. Spain
  15. Sweden
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date10/06/1994
  • Share Class size1,395Mn
  • Base currencyEUR
  • ISIN LU0056052961

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.60%
  • Initial investment1.60%

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