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Omnis Emerging Markets Equity A

Ranked 228 out of 296 in - Global Emerging Markets over 12 months
All calculations are in GBP unless stated

Managed by

Colin Croft

Colin Croft joined Jupiter in August 2006 as an emerging Europe analyst, and has held the position of manager of the Jupiter New Europe SICAV since January 2015. Colin has an Executive MBA from the London Business School.

Ross Teverson

Ross Teverson joined Jupiter in 2014 as Head of Strategy, Emerging Markets Equities. He manages the Jupiter Global Emerging Markets Unconstrained SICAV, the Jupiter China Select SICAV. Prior to joining Jupiter, Ross worked for 15 years at Standard Life Investments, where he managed a global emerging markets equity Fund. Ross spent 7 years in Standard Life Investment’s Hong Kong office, where he managed an Asian equity fund, and was a director of the business. He was also appointed director of Heng An Standard Life, a Chinese life insurance joint venture between Standard Life and Tianjin Economic-Technological Development Area. Ross is a graduate of Oxford University and is a member of the Chartered Financial Analyst Institute.

Objective

The aim is to achieve capital growth by investing primarily in companies incorporated in, or significantly exposed to, emerging markets.

Showing fund performance in United Kingdom View performance globally

Performance

Global Emerging Markets over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.9%
2018 -18.9% -7.0% -2.8% -5.9% -4.7%
2017 24.4% 11.0% 1.2% 7.5% 3.0%
2016 34.8% 5.8% 9.3% 18.2% -1.3%
2015 -8.3% 6.5% -6.5% -16.1% 9.9%
2014 3.0% -0.2% 4.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Samsung Electronics Co Ltd PFD 4.32%
SK Hynix Inc ORD 4.19%
3SBio Inc ORD 3.27%
Hindustan Petroleum Corp Ltd ORD 3.13%
China Unicom Hong Kong Ltd ORD 2.80%
Guaranty Trust Bank PLC ORD 2.74%
LG Chem Ltd PFD 2.73%
Baidu Inc DR 2.66%
Interglobe Aviation Ltd ORD 2.60%
Itau Unibanco Holding SA PFD 2.56%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/03/2014
  • Share Class size472Mn
  • Base currencyGBP
  • ISIN GB00BDZR8804

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • 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).