Ostrum Global Emerging Equity R/A (EUR)

Ranked 173 out of 258 in - Global Emerging Markets over 36 months
All calculations are in GBP unless stated

Managed by

Matthieu Belondrade

Matthieu Belondrade was born in Versailles, France in 1975. He attended the University of Versailles Saint-Quentin-en-Yvelines where he gained a Masters degree in Economic Sciences and also attended the University of Pantheon-Assas where he obtained the DEA in Finance. Matthieu started his career in 1999 with State Street Global Advisors as a sales manager and in 2001 joined Natixis Asset Management as a product manager in the product engineering department. He is currently an equity portfolio manager, where he was first responsible for managing separate equity accounts for institutional investors, with focus on the European and French equity markets, and then for managing open-ended funds on the emerging European equity markets. He manages his funds using a stock-picking, GARP investment process. Matthieu is a member of the CFA institute and outside of fund management he lists music and walking as his main interests.

Alexandre Carrier

Chou Chong

Objective

The investment objective of Natixis Global Emerging Equity is to outperform the MSCI Emerging Markets over its recommended minimum investment period of 5 years. The Sub-Fund invests at least 90% of its net assets into emerging markets equity securities.

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 8.6%
2018 -18.1% -2.7% -5.5% -3.7% -7.5%
2017 30.2% 9.1% 3.9% 6.5% 7.9%
2016 24.4% 6.8% 8.0% 8.8% -0.9%
2015 -9.5% 6.6% -6.0% -13.8% 4.7%
2014 0.1% -3.2% 4.7% -0.5% -0.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
Tencent Holdings Ltd ORD 6.04%
Taiwan Semiconductor Manufacturing Co Ltd ORD 4.62%
Alibaba Group Holding Ltd DR 4.56%
NK Lukoil PAO DR 4.11%
Ping An Insurance Group Co of China Ltd ORD 3.78%
EUR Cash 3.38%
LG Chem Ltd ORD 3.36%
Samsung Electronics Co Ltd ORD 3.28%
Naspers Ltd ORD 3.23%
Sanlam Ltd ORD 3.22%
31/01/2019

Registered For Sale In

  1. Belgium
  2. France
  3. Germany
  4. Italy
  5. Luxembourg
  6. Netherlands
  7. Spain
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date15/11/2013
  • Share Class size00Mn
  • Base currencyUnits
  • ISIN LU0935237098

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment1

Charges

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