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Threadneedle Global EM Eq

Ranked 221 out of 257 in - Global Emerging Markets over 36 months
All calculations are in GBP unless stated

Managed by

Ilan Furman

Ilan Furman is a portfolio manager within the Global Emerging Markets Equities at Threadneedle. He joined the company in 2011 as an equity research analyst. He is the lead portfolio manager of the Threadneedle Latin America Fund and has responsibility for stock, sector and country research in that region. His research focus covers a broad range of sectors including financials, consumer and technology. Before joining the company, worked as an investment manager at Pictet. He has also been employed at Deloitte as a consultant and at Oscar Gruss as a junior analyst. Ilan has an Economics degree from Ben Gurion University in Israel and an MBA from Imperial College, London. He also holds the Chartered Financial Analyst designation.

Objective

The aim of the Fund is to grow the amount you invested. The Fund invests at least two-thirds of its assets in shares of companies in emerging markets or companies that have significant operations in emerging markets. Emerging markets are countries where economic and political risk can be significant and where governance and regulation may not be well developed.

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 10.9%
2018 -16.0% -3.8% -1.4% -4.1% -7.7%
2017 20.1% 9.1% 1.7% 3.5% 4.5%
2016 25.9% 11.2% 7.7% 9.3% -3.8%
2015 -11.9% 7.9% -7.7% -13.0% 1.7%
2014 2.8% -2.3% 5.1% 2.5% -2.3%
2013 1.3% 8.6% -5.8% -1.2% 0.3%
2012 12.7% 8.9% -7.2% 7.1% 4.1%
2011 -20.7% -3.0% -1.4% -20.9% 4.8%
2010 25.3% 11.5% -8.1% 11.4% 9.7%
2009 59.4% 1.6% 16.3% 24.7% 8.3%
2008 -37.9% -11.5% 1.7% -24.5% -8.6%
2007 39.4% 3.7% 9.9% 13.4% 7.9%
2006 -10.1% 3.6% 16.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Alibaba Group Holding Ltd DR 6.96%
Tencent Holdings Ltd ORD 5.56%
Samsung Electronics Co Ltd ORD 4.21%
Naspers Ltd ORD 3.97%
Taiwan Semiconductor Manufacturing Co Ltd DR 3.71%
Bank Central Asia Tbk PT ORD 2.57%
Bank Rakyat Indonesia (Persero) Tbk PT ORD 2.54%
HDFC Bank Ltd DR 2.45%
AIA Group Ltd ORD 2.41%
Reliance Industries Ltd ORD 2.32%
31/03/2019

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Denmark
  5. France
  6. Germany
  7. Ireland
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Peru
  13. Portugal
  14. Singapore
  15. Sweden
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date15/03/2006
  • Share Class size277Mn
  • Base currencyGBP
  • ISIN GB00B10SJD63

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment3.75%

Related News

Columbia Threadneedle changes manager on fund in EM restructure

Dara White, the firm’s head of global emerging market equities, has assumed responsibility for managing the fund.

Threadneedle to move €7bn in European assets out of UK

Columbia Threadneedle Investments is planning to move as much as €7 billion (£6.12 billion) of EU client money from UK Oiec range to its Luxembourg Sicavs

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