R&M Emerging Market ILC Equity Fund B USD

Ranked 158 out of 258 in - Global Emerging Markets over 36 months
All calculations are in GBP unless stated

Managed by

Alfred S. Bryant

Objective

The fund is actively managed aiming to achieve a capital growth in US dollar currency by investing at least two-thirds of its assets in equities and equity type securities of companies which are domiciled in emerging countries worldwide or conduct the majority of their business activities there. The stock selection is based on the Industrial Life Cycle (ILC) strategy. The ILC process segments the universe of investable companies according to their life cycle stage and evaluates them accordingly.

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 4.7%
2018 -8.7% -0.3% -3.1% -1.3% -4.3%
2017 20.5% 11.6% 1.7% 3.0% 3.0%
2016 32.8% 9.7% 7.8% 12.4% -0.1%
2015 -13.9% 4.9% -3.2% -15.9% 0.7%
2014 4.1% -1.3% 3.5% 1.1% 0.7%
2013 -2.8% 5.9% -6.7% -0.4% -1.2%
2012 8.3% 10.9% -8.5% 3.4% 3.3%
2011 -23.3% 0.0% -3.4% -22.4% 2.2%
2010 -7.7% 13.4% 4.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date06/04/2018
  • Share Class size04Mn
  • Base currencyUSD
  • ISIN LU1692115071

Purchase Info

  • Min. initial investment0

Charges

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