NFU Mutual Global Emerging Markets C Inc

Ranked 62 out of 258 in - Global Emerging Markets over 36 months
All calculations are in GBP unless stated

Managed by

Matthew Bennett

Matthew Bennett heads up the Fixed Income team at NFU Mutual. A member of the CFA Institute, Matthew has spent the majority of his career investing in global equities, including emerging markets. He graduated with a first class BA Hons degree in accounting, finance and economics from Lancaster University in 1998, joining NFU Mutual as an investment analyst the following year. Away from the office, Bennett’s leisure interests include golf, tennis, football and music.

Objective

The fund will invest primarily in shares of emerging market companies. Emerging market companies means companies which in the fund managers opinion are established in an emerging market or which carry out a significant part of their activities in an emerging market or which get the majority of their revenue from an emerging market. The fund may also invest in shares of non-emerging markets companies, bonds, other funds, investments such as cash and cash-like investments and money market instruments.

Showing fund performance in United Kingdom View performance globally

Performance

Global Emerging Markets over : 31/05/2016 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.9%
2018 -8.6% -1.4% -4.9% -2.4% -0.1%
2017 22.6% 11.2% -1.8% 5.7% 6.2%
2016 43.5% 14.7% 10.3% 11.6% 1.7%
2015 -12.8% 3.7% -3.5% -17.6% 5.7%
2014 -3.5% 0.3% 3.1% -1.4% -5.4%
2013 -9.7% 4.7% -9.3% -1.8% -3.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/12/2012
  • Share Class size10Mn
  • Base currencyGBX
  • ISIN GB00B4Z21G10

Purchase Info

  • Min. initial investment1,000

Charges

  • Annual management0.75%
  • Initial investment5.00%

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