SWC (LU) EF Sustainable Emerging Markets AT

Ranked 241 out of 258 in - Global Emerging Markets over 36 months
All calculations are in GBP unless stated

Managed by

Raphael Lüscher

Objective

The investment objective is to generate long-term capital growth by investing in the shares of sustainable companies in emerging markets.

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 7.4%
2018 -15.3% -4.3% -4.0% -1.6% -6.3%
2017 19.4% 7.5% 1.2% 4.7% 4.9%
2016 22.1% 2.7% 10.0% 9.0% -0.8%
2015 -9.3% 6.1% -7.2% -11.6% 4.2%
2014 7.8% 1.5% 2.4% 2.2% 1.4%
2013 6.5% 10.8% -7.4% 0.5% 3.2%
2012 12.7% 8.7% -8.1% 3.5% 9.0%
2011 -26.7% -3.1% -2.9% -25.9% 5.2%
2010 9.5% 3.7% -9.0% 11.4% 4.1%
2009 63.0% 2.2% 19.5% 22.2% 9.3%
2008 1.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2019

Top 10 Holdings

Stock Size
Alibaba Group Holding Ltd DR 6.21%
Tencent Holdings Ltd ORD 5.78%
Taiwan Semiconductor Manufacturing Co Ltd DR 5.51%
Ping An Insurance Group Co of China Ltd ORD 3.78%
Samsung Electronics Co Ltd ORD 3.44%
USD Cash 3.30%
Naspers Ltd ORD 3.13%
Bank Rakyat Indonesia (Persero) Tbk PT ORD 2.47%
HCL Technologies Ltd ORD 2.40%
SK Hynix Inc ORD 2.23%
30/04/2019

Registered For Sale In

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

Fund Info

  • Launch date25/08/2008
  • Share Class size18Mn
  • Base currencyUnits
  • ISIN LU0338548034

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management2.00%
  • Initial investment2.00%

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