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Quilter Investors EM Eq Growth A Acc

Ranked 17 out of 257 in - Global Emerging Markets over 36 months
All calculations are in GBP unless stated

Managed by

Austin Forey

Austin Forey joined JP Morgan Asset Management as a portfolio manager for global emerging markets in 1994. His current responsibilities include management of the JPM Emerging Markets fund for which he adopts a bottom-up stock selection style. Forey initially joined the group as a research analyst focusing on engineering in 1988. He subsequently branched out to cover all financial sectors before being named deputy head of UK research. He also co-managed a mid-cap investment trust and two specialist unit trusts. Prior to joining the group Forey enjoyed an impressive academic career, earning a Bachelor’s degree and Ph.D in Modern Languages from Cambridge University.

Objective

The Fund aims to achieve capital growth. The Fund primarily invests, directly and indirectly, in shares of companies listed, traded or dealt in on a regulated market in emerging markets worldwide and companies that have a predominant proportion of their assets or business operations in these emerging market countries. The investment adviser typically has a preference to invest in shares of companies they believe to have the potential for growth. The Fund may at times be concentrated in terms of the number of investments it holds. The Fund may also invest in other transferable securities, collective investment schemes (including those managed or operated by the ACD), warrants, money market instruments, deposits and derivatives.

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 11.5%
2018 -10.4% -4.5% -0.6% -1.2% -4.4%
2017 28.6% 10.4% 3.7% 5.1% 6.9%
2016 36.3% 9.3% 9.9% 14.4% -0.8%
2015 -12.4% 6.4% -8.3% -13.2% 3.4%
2014 5.5% -0.6% 5.2% -0.3% 1.2%
2013 -2.7% -0.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Tencent Holdings Ltd ORD 6.39%
Alibaba Group Holding Ltd DR 5.83%
AIA Group Ltd ORD 5.67%
Housing Development Finance Corporation Ltd ORD 5.10%
Ping An Insurance Group Co of China Ltd ORD 4.89%
Taiwan Semiconductor Manufacturing Co Ltd DR 4.78%
Samsung Electronics Co Ltd ORD 4.41%
HDFC Bank Ltd ORD 3.68%
Sberbank Rossii PAO ORD 2.32%
EPAM Systems Inc ORD 2.18%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/04/2013
  • Share Class size07Mn
  • Base currencyGBP
  • ISIN GB00B9BQ9X50

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • 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).