Vontobel Fund Emerging Markets Equity B USD

Ranked 35 out of 296 in - Global Emerging Markets over 12 months
All calculations are in GBP unless stated

Managed by

Matthew Benkendorf

Matthew Benkendorf joined Vontobel Asset Management in October 1999 in trade support. After being promoted to a trader in 2000, he became a research analyst in 2002 and moved into portfolio management in 2006 as deputy portfolio manager of Vontobel’s European Equity Strategy. In 2008, he became lead portfolio manager of European Equity and deputy portfolio manager of Global Equity. In 2010, he became deputy portfolio manager of the Vontobel US Equity Strategy, before ultimately becoming lead portfolio manager in 2012. He was named chief investment officer of Vontobel’s Quality Growth Boutique in March 2016. He holds a BSBA in finance from the University of Denver.

Objective

The fund mainly invests in equities and equity-like securities. It may also hold cash.The fund invests in a portfolio of stocks of undervalued, first-class companies that are based and/or conduct the majority of their business activity in emerging countries.

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 8.6%
2018 -9.7% -3.9% -1.3% -2.4% -2.5%
2017 21.5% 11.3% 4.5% 0.2% 4.3%
2016 19.0% 4.5% 13.5% 7.8% -6.9%
2015 -4.0% 6.6% -6.9% -7.1% 4.1%
2014 11.5% 1.3% 4.7% 4.0% 1.1%
2013 -8.1% 8.6% -6.2% -7.6% -2.4%
2012 14.2% 9.8% -1.9% 2.6% 3.3%
2011 -2.5% -2.4% 5.2% -10.6% 6.3%
2010 32.8% 9.5% 2.6% 14.0% 3.7%
2009 35.0% -3.5% 11.1% 18.5% 6.3%
2008 -27.4% -12.1% -1.1% -14.6% -2.2%
2007 31.9% -0.7% 10.5% 10.5% 8.8%
2006 18.4% 12.6% -11.3% 7.1% 10.7%
2005 39.1% 1.2% 11.4% 13.7% 8.5%
2004 24.7% 4.6% -3.7% 10.7% 11.9%
2003 39.6% -4.3% 19.9% 9.9% 10.7%
2002 -10.0% 18.9% -10.1% -15.3% -0.6%
2001 2.9% -2.7% 9.8% -19.7% 19.9%
2000 -20.7% 6.3% -6.3% -10.7% -10.8%
1999 61.7% 9.7% 18.8% -11.3% 39.9%
1998 -20.7% 6.2% -17.0% -25.5% 20.9%
1997 -2.1% 12.5% 6.5% -1.0% -17.5%
1996 0.3% 8.4% 3.2% -3.3% -7.3%
1995 -5.6% -13.8% 9.1% -0.6% 1.0%
1994 -19.5% -15.2% -3.1% 14.6% -14.5%
1993 68.8% 8.3% 3.4% 11.6% 35.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Finland
  4. France
  5. Germany
  6. Italy
  7. Liechtenstein
  8. Luxembourg
  9. Norway
  10. Peru
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date03/11/1992
  • Share Class size389Mn
  • Base currencyUSD
  • ISIN LU0040507039

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.65%
  • Initial investment1.65%

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