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M&G(Lux) Emerging Mkts Inc Opp GBP C-H Acc

Ranked 55 out of 63 in - Flexible USD over 12 months
All calculations are in GBP unless stated

Objective

The Fund will invest at least 80% of its Net Asset Value in emerging market assets, including equities, bonds and closed-ended real estate investment trusts. The Fund may invest across a wide range of geographies, sectors and market capitalisations. The Fund will invest at least 25% of its Net Asset Value in the equity securities of companies domiciled in or conducting the major part of their economic activity in emerging market countries. The Fund will invest at least 25% of its Net Asset Value in bonds issued by companies or quasi-government agencies domiciled in or conducting the major part of their economic activity in emerging market countries.

Showing fund performance in United Kingdom View performance globally

Performance

Flexible USD over : 28/02/2018 - 28/02/2019
  • Rank 55/63 Total Return
  • Rank 58/63 Standard Deviation
  • Rank 58/63 Max Drawdown
Fund Name Currency Return
53 IFSL Tilney B Global Income Hgd Ret Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.9%

54 Gam Star Target Return Plus Inst GBP Acc GBP

-2.0%

55 M&G(Lux) Emerging Mkts Inc Opp GBP C-H Acc GBP

-2.4%

56 Green Ash Sicav - Multi Asset Fund IA USD GBP

-2.4%

57 Nikko AM Global Multi Asset A USD GBP

-2.7%

Fund Name Currency Loss
56 JPM Access Growth USD A Acc GBP

-9.8%

57 NN (L) Multi Asset Factor Opportunities I Cap USD GBP

-10.3%

58 M&G(Lux) Emerging Mkts Inc Opp GBP C-H Acc GBP

-10.4%

59 Protea Fund - Monogram R GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-12.5%

60 Platinum Global Dividend UCITS Fund A USD GBP

-12.8%

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -8.9% 0.6% -6.2% 1.6% -5.0%
2017 4.0% 5.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Luxembourg
  3. Singapore
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date22/05/2017
  • Base currencyGBP
  • ISIN LU1582981475

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment0

Charges

  • Annual management0.60%
  • Initial investment1.25%

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