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Carmignac Pfl Emerging Discovery A EUR acc

classificato 10 su 13 di - Global Emerging Markets Smaller Companies su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Xavier Hovasse

Paris-born Xavier Hovasse joined Carmignac Gestion in 2008 where he manages the Carmignac Emerging Discovery Fund with a long term defensive growth investment style. He started his career at BNP Paribas Investment Management in 1999 as an analyst and fund manager in emerging market and global equities. He studied finance at the Ecole Supérieure de Commerce de Paris (ESCP) and a CFA charterholder. Based in Paris, away from work Xavier enjoys backgammon and bridge.

David Park

David Park is an emerging markets portfolio manager at Carmignac Gestion in Paris, a role he has held since July 2012, having previously joined the company in May 2007 as an analyst. Prior to joining Carmignac Gestion, he worked at Hyundai Securities Ltd in London for three years as a broker. David studied a bachelor of science in Economics at the University of Birmingham.

Obiettivo

This sub-fund seeks performance through exposure to the small and mid-cap equity markets of the emerging countries.The sub-fund aims to outperform its reference indicator, which comprises 50% MSCI Emerging Small Cap NR USD (MSLUEMRN) and 50% MSCI Emerging Mid Cap NR USD (MMDUEMRN), converted into euro for EUR shares and hedged shares, and into the relevant reference currency for unhedged shares.

Performance

Global Emerging Markets Smaller Companies su un periodo di : 31/08/2016 - 31/08/2017

Rendimento totale

Performance trimestrale

a 30/06/2017 Annuale T1 T2 T3 T4
2017 10,0% 1,2%
2016 3,8% 0,0% 4,3% 6,0% -6,1%
2015 3,0% 10,2% 1,4% -11,2% 3,7%
2014 13,1% 1,4% 8,0% 5,3% -1,8%
2013 -2,3% 6,9% -6,9% -1,8% 0,0%
2012 15,6% 10,6% -2,8% 6,0% 1,6%
2011 -18,9% -9,3% -3,4% -13,9% 7,6%
2010 32,6% 8,7% 3,5% 6,9% 10,2%
2009 94,0% 12,8% 37,9% 14,2% 9,2%
2008 -54,4% -6,7% -1,9% -27,4% -31,4%

Performance mensile

Rendimento vs rischio

Asset Allocation

Ripartizione dell'investimento

30/06/2017

I 10 principali strumenti in portafogliolio

Azioni Dimensioni
Cash and Cash Equivalents 6,27
Alupar Investimento SA 3,78
China Communications Services Corp Ltd ORD 3,76
Primax Electronics Ltd ORD 3,46
YY Inc DR 3,42
TF Administradora S de RL de CV 3,18
ARAMEX /MERRILL 2,96
Innocean Worldwide Inc ORD 2,89
Prism Cement Ltd ORD 2,57
Chicony Electronics Co Ltd ORD 2,55
30/06/2017

Registrato Per La Vendita In

  1. Austria
  2. Belgio
  3. Francia
  4. Germania
  5. Irlanda
  6. Italia
  7. Lussemburgo
  8. Paesi Bassi
  9. Spagna
  10. Svezia
  11. Svizzera
  12. Regno Unito

Informazioni sul fondo

  • Inizio collocamento14/12/2007
  • Dimensione share class200Mn
  • Valuta di baseEUR
  • ISIN LU0336083810

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo1
  • Investimento aggiuntivo minimo1

Commissioni

Articoli correlati

Due gestori azionari emerging market lasciano Carmignac

Il duo gestiva un portafoglio di oltre due miliardi di euro, suddivisi in due fondi, entrambi registrati per la vendita in Italia.

La performance è relativa al periodo indicato (da fine mese a fine mese, bid/bid, reddito lordo reinvestito, calcolato in EUR).