Westwood Emerging Markets Plus X CAD Acc

Ranked 30 out of 296 in - Global Emerging Markets over 12 months
All calculations are in GBP unless stated

Managed by

Patricia Perez-Coutts

Patricia Perez-Coutts joined Westwood in 2012 and serves as a Senior Vice President, Portfolio Manager where she is currently the lead of the Emerging Markets strategies and the co-lead of the Global Equity Strategy. Prior to joining Westwood, Ms. Perez-Coutts managed emerging markets portfolios for eleven years for AGF Investments Inc. Prior to 2001, she served as Vice President and Portfolio Manager for another Canadian investment management firm, Vice President of Research for a Canadian private merchant bank and Economist for Peru’s Institute of Foreign Trade. Ms. Perez-Coutts earned an Honors BA in Economics from Pontifica Universidad del Peru and a BA in Mathematics for Commerce from York University. She is a member of the CFA Institute and the Toronto Society of Financial Analysts.

Objective

The objective of the Fund is to achieve long-term capital appreciation by primarily investing in equity securities of emerging market companies

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 6.6%
2018 -7.7% -2.8% -4.3% 2.4% -3.1%
2017 21.7% 12.1% 0.7% 0.5% 7.3%
2016 36.8% 12.4% 9.9% 12.7% -1.7%
2015 -17.0% 4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/04/2015
  • Share Class size77Mn
  • Base currencyCAD
  • ISIN IE00BV8WV898

Purchase Info

  • Min. initial investment50Mn
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0.00%

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