Standard Life Inv Gbl Em Mkts Equity Inc Rtl Acc

Ranked 84 out of 296 in - Global Emerging Markets over 12 months
All calculations are in GBP unless stated

Managed by

Matthew Williams

Matthew Williams was born Keynsham in 1977 and graduated from Durham University with a BA in economics. He joined Standard Life Investments in 1998 and in 2002 he became a director. Matthew currently manages Japanese equities and holds a Diploma in Investment Analysis. He is a member of the association of Chartered Financial Anaysts (CFA) and an Associate of the Society of Invesment Professionals.

Objective

The fund aims to provide income and some capital growth over the longer term and is designed for investors who are looking for exposure to global emerging markets. The fund invests predominantly in the shares of companies listed on the stock markets in Asia, Eastern Europe, the Middle East, Africa and Latin America and may also hold a proportion in emerging market government, corporate and other bonds to supplement the income of the fund. The fund is actively managed by our investment team, who will select stocks to try to take advantage of opportunities they have identified.

Showing fund performance in United Kingdom View performance globally

Performance

Global Emerging Markets over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.3%
2018 -10.9% -1.3% -5.1% 0.0% -4.8%
2017 28.6% 10.5% 2.5% 6.3% 6.8%
2016 31.1% 6.6% 6.4% 17.3% -1.5%
2015 -9.8% 3.8% -3.1% -13.9% 4.3%
2014 2.2% -2.8% 5.4% 2.4% -2.6%
2013 4.6% 10.9% -7.3% 2.0% -0.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2019

Top 10 Holdings

Stock Size
Taiwan Semiconductor Manufacturing Co Ltd ORD 5.18%
Tencent Holdings Ltd ORD 4.95%
Samsung Electronics Co Ltd PFD 3.92%
Alibaba Group Holding Ltd DR 3.76%
Ping An Insurance Group Co of China Ltd ORD 3.40%
China Construction Bank Corp ORD 3.06%
SK Hynix Inc ORD 2.22%
Grupo Financiero Banorte SAB de CV ORD 2.14%
Sands China Ltd ORD 2.04%
China Merchants Bank Co Ltd ORD 1.83%
30/04/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date13/12/2012
  • Share Class size824Mn
  • Base currencyGBP
  • ISIN GB00B8GB8C00

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.30%
  • Initial investment4.00%

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