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Capital Group EM Total Opps (LUX) C USD

Ranked 1 out of 7 in - Emerging Markets over 12 months
All calculations are in GBP unless stated

Managed by

Luis Freitas de Oliveira

Luis Freitas de Oliveiria is the chairman of Capital International Sàrl and portfolio manager at Capital Group. Freitas de Oliveiria previously worked as a corporate banker for Citibank in Brazi and has over 24 years in the investment industry. Now based in Geneva, he holds an MBA from INSEAD, France, and a bachelor’s degree in economics from the Federal University of Minas Gerais, Brazil.

Ric Torres

Ric Torres is an equity portfolio manager at Capital Group. As an equity investment analyst, he covers Latin American banks, industrials, transportation and real-estate companies. He has over 22 years of investment experience, all with Capital Group. Earlier in his career at Capital he was also a trader of emerging markets equity securities. Ric began his career at Capital as a participant in The Associates Program, a two-year series of work assignments in various areas of the organization. He holds a bachelor’s degree in government from Harvard College graduating cum laude. Ric is based in Los Angeles.

Shaw Wagener

Shaw Wagener is a portfolio manager at Capital Group. He is chairman of Capital Group International, Inc. He has over 33 years of investment experience, all with Capital Group. Earlier in his career, Shaw was an equity trader at Capital and then head of equity trading. He holds a bachelor’s degree in international relations from Claremont McKenna College graduating cum laude. He also holds the Chartered Financial Analyst® designation. Shaw is based in Los Angeles.

Objective

The fund seeks to provide long-term growth and preservation of capital with lower volatility of returns than emerging market equities by investing in equity and fixed income securities in eligible investment countries. The fund invests primarily in a broad range of equity, hybrid and debt securities that are admitted to an official listing or traded on other regulated markets from issuers in emerging markets; in countries with a credit rating of Ba or lower or BB or lower; in countries that are or have been in the past five years on an International Monetary Fund program; or in countries that have outstanding liabilities with the IMF

Showing fund performance in United Kingdom View performance globally

Performance

Emerging Markets over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.7%
2018 -4.5% -4.9% 0.0% 0.2% 0.2%
2017 9.0% 6.7% -2.3% 1.4% 3.1%
2016 30.4% 6.6% 11.0% 6.7% 3.3%
2015 -4.4% 5.6% -5.8% -6.6% 2.8%
2014 4.6% 0.3% 2.8% 1.1% 0.3%
2013 -4.3% 7.5% -7.5% -3.4% -0.4%
2012 11.1% 4.2% -1.9% 3.7% 4.7%
2011 -5.0% -0.8% 1.1% -8.9% 4.0%
2010 15.9% 9.0% -1.9% 4.9% 3.3%
2009 26.6% 5.9% 3.1% 13.5% 2.2%
2008 -0.8% -0.4% 8.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Hong Kong
  8. Ireland
  9. Italy
  10. Korea
  11. Luxembourg
  12. Netherlands
  13. Norway
  14. Singapore
  15. Spain
  16. Sweden
  17. Switzerland
  18. United Kingdom

Fund Info

  • Launch date01/02/2008
  • Share Class size32Mn
  • Base currencyUSD
  • ISIN LU0302644280

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.00%

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