Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Delaware Investments Emerging Markets F USD

Ranked 38 out of 257 in - Global Emerging Markets over 36 months
All calculations are in GBP unless stated

Managed by

Liu-Er Chen

Liu-Er Chen is currently based in Boston where he is Senior Portfolio Manager for Delaware Investments, he has been with the firm since September 2006 and manages the Delaware Emerging Market Fund and the Delaware Healthcare Fund. Prior to joining Delaware he was a Senior Portfolio Manager and Managing Director of Evergreen Investments where he had been since 1995. He is a CFA and graduated from Anhui Medical School in China where he studied Medicine.

Objective

The Fund invests primarily in equity securities of issuers from emerging foreign countries. Under normal market conditions, the Fund will invest at least 60k% of its total assets in equity securities of issuers from countries to be emerging or developing. The Fund may invest up to 35% of its net assets in fixed income securities issued by companies in emerging countries of by foreign governments, their agents, instrumentalities, or political sub-divisions. The Fund may invest in fixed income securities that are denominated in the currencies of emerging market countries.

Showing fund performance in United Kingdom View performance globally

Performance

Global Emerging Markets over : 30/04/2016 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.2%
2018 -8.2% -2.8% -2.1% 0.8% -4.3%
2017 30.9% 13.8% 2.6% 10.2% 1.7%
2016 35.5% 8.5% 9.0% 15.7% -1.0%
2015 -9.4% 0.8% -1.6% -17.8% 11.0%
2014 -2.5% -3.1% 4.4% 2.4% -6.0%
2013 9.2% 7.5% -4.0% 5.0% 0.7%
2012 8.6% 8.4% -10.4% 5.8% 5.7%
2011 -21.4% -0.8% -3.3% -21.5% 4.3%
2010 18.2% 9.8% -8.9% 8.8% 8.5%
2009 61.1% 0.5% 15.7% 29.8% 6.8%
2008 -28.9% -8.2% 4.4% -18.8% -8.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Samsung Electronics Co Ltd ORD 5.13%
Reliance Industries Ltd ORD 5.09%
Tencent Holdings Ltd ORD 4.51%
Alibaba Group Holding Ltd DR 4.08%
Taiwan Semiconductor Manufacturing Co Ltd ORD 3.90%
SK Telecom Co Ltd DR 3.39%
B2W Companhia Digital ORD 3.27%
Reliance Industries Ltd DR 2.86%
SINA Corp ORD 2.37%
China Mobile Ltd ORD 2.02%
31/03/2019

Registered For Sale In

  1. Austria
  2. Finland
  3. Germany
  4. Ireland
  5. Luxembourg
  6. Norway
  7. Sweden
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date24/12/2007
  • Share Class size03Mn
  • Base currencyUSD
  • ISIN IE00B29Q7R89

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management1.70%
  • 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).