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Vontobel Fund MTX Sust Emerging Mkts Leaders A

classificato 87 su 185 di - Mercati Emergenti globale su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Roger Merz

Roger Merz joined Vontobel Asset Management in 2010 as portfolio manager. He became head of mtx Portfolio Management in 2012 and is portfolio manager of the mtx Sustainable Global Leaders fund and co-portfolio manager of the mtx Sustainable Emerging Markets Leaders fund. Prior to joining Vontobel, he worked from 2006 to 2010 for Goldman Sachs as portfolio manager responsible for the co-management of the firm’s “Conviction Portfolio Long/Short Mid Caps” fund and as sell-side equity research analyst. He joined the industry in 1998 holding various positions, as portfolio manager and equity research analyst, both on the sell-side and buy-side, at Morgan Stanley from 2003 to 2006 and prior to this at Credit Suisse First Boston. Roger earned a Masters of Science in Business Administration and Finance from the University of Zurich. He is a CFA charterholder.

Thomas Schaffner

Thomas Schaffner was born in 1977 in Basel, Switzerland. Thomas holds an MBA with a specialization in China Business from Hong Kong University of Science & Technology and a Bachelor of Science (BSc) in Accounting & Finance from the University of Applied Sciences in Basel. He is also a CFA charterholder. His career began at Credit Suisse in 1997 where he was a junior portfolio manager. In 2000, he moved to Gateway Capital Group as a portfolio and fund manager and two years later he was an investment analyst at Lombard Odier Darier Hentsch. Currently Thomas is a fund manager at Vontobel. His free time is dedicated to skiing, athletics, cycling and running.

Obiettivo

The Fund's assets are invested mainly in shares, equity-like transferable securities, participation certificates etc. issued by companies that are based in or conduct the majority of their business in an emerging market and contribute towards sustainable economic activity.

Performance

Mercati Emergenti globale su un periodo di : 31/12/2015 - 31/12/2016

Rendimento totale

Performance trimestrale

a 30/12/2016 Annuale T1 T2 T3 T4
2016 11,9% -5,2% 6,7% 11,4% -0,7%
2015 4,4% 15,5% 1,0% -18,2% 9,4%
2014 22,3% -0,7% 7,0% 3,7% 11,0%
2013 -4,3% 1,8% -10,2% 1,8% 2,9%
2012 9,5% 7,9% -5,9% 4,1% 3,6%
2011 8,6%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita In

  1. Austria
  2. France
  3. Germany
  4. Italy
  5. Liechtenstein
  6. Luxembourg
  7. Netherlands
  8. Norway
  9. Portugal
  10. Singapore
  11. Spain
  12. Sweden
  13. Switzerland

Informazioni sul fondo

  • Inizio collocamento15/07/2011
  • Dimensione share class09Mn
  • Valuta di baseUSD
  • ISIN LU0571085330

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo0
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale1,65%

Articoli correlati

Best Idea – Thomas Schaffner: il gioco della diversificazione

Il gestore di casa Vontobel ci spiega perché sta puntando su un gigante di internet cinese, ma non solo.

Domare gli emergenti con la diversificazione: la formula del gestore AAA

"Un singolo titolo non può fare la performance di un intero portafoglio: mai mettere tutte le uova in un unico unico paniere", spiega Thomas Schaffner di Vontobel, 51% in tre anni nei mercati più volatili.

Laurearsi AAA investendo solo in Cina: la ricetta di Thomas Schaffner

Se mettiamo da parte gli industriali e i settori legati alle materie prime, spiega il gestore di Vontobel, non si possono mettere in discussione le diverse opportunità sul mercato cinese.

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