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Capital Group EM Total Opps (LUX) C USD

classificato 2 su 9 di - Emerging Markets su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Luis Freitas de Oliveira

Luis Freitas de Oliveiria is the chairman of Capital International Sàrl and portfolio manager at Capital Group. Freitas de Oliveiria previously worked as a corporate banker for Citibank in Brazi and has over 24 years in the investment industry. Now based in Geneva, he holds an MBA from INSEAD, France, and a bachelor’s degree in economics from the Federal University of Minas Gerais, Brazil.

Ric Torres

Ric Torres is an equity portfolio manager at Capital Group. As an equity investment analyst, he covers Latin American banks, industrials, transportation and real-estate companies. He has over 22 years of investment experience, all with Capital Group. Earlier in his career at Capital he was also a trader of emerging markets equity securities. Ric began his career at Capital as a participant in The Associates Program, a two-year series of work assignments in various areas of the organization. He holds a bachelor’s degree in government from Harvard College graduating cum laude. Ric is based in Los Angeles.

Shaw Wagener

Shaw Wagener is a portfolio manager at Capital Group. He is chairman of Capital Group International, Inc. He has over 33 years of investment experience, all with Capital Group. Earlier in his career, Shaw was an equity trader at Capital and then head of equity trading. He holds a bachelor’s degree in international relations from Claremont McKenna College graduating cum laude. He also holds the Chartered Financial Analyst® designation. Shaw is based in Los Angeles.

Obiettivo

The fund seeks to provide long-term growth and preservation of capital with lower volatility of returns than emerging market equities by investing in equity and fixed income securities in eligible investment countries. The fund invests primarily in a broad range of equity, hybrid and debt securities that are admitted to an official listing or traded on other regulated markets from issuers in emerging markets; in countries with a credit rating of Ba or lower or BB or lower; in countries that are or have been in the past five years on an International Monetary Fund program; or in countries that have outstanding liabilities with the IMF

Performance

Emerging Markets su un periodo di : 30/11/2017 - 30/11/2018

Rendimento totale

Performance trimestrale

a 30/09/2018 Annuale T1 T2 T3 T4
2018 -3,7% -0,9% -0,5%
2017 4,8% 6,4% -4,8% 1,1% 2,4%
2016 12,6% -1,0% 5,9% 2,5% 4,7%
2015 0,6% 13,3% -3,8% -10,2% 2,8%
2014 12,2% 1,0% 6,2% 3,9% 0,7%
2013 -6,7% 3,1% -8,8% -0,9% 0,1%
2012 14,4% 4,4% 1,1% 5,4% 2,9%
2011 -2,5% -3,9% -0,9% -4,5% 7,2%
2010 20,2% 8,5% 6,9% -0,9% 4,5%
2009 37,8% 10,5% 12,1% 5,8% 5,1%
2008 -0,1% 0,0% -11,2%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita In

  1. Austria
  2. Belgio
  3. Danimarca
  4. Finlandia
  5. Francia
  6. Germania
  7. Hong Kong
  8. Irlanda
  9. Italia
  10. Korea
  11. Lussemburgo
  12. Paesi Bassi
  13. Norvegia
  14. Singapore
  15. Spagna
  16. Svezia
  17. Svizzera
  18. Regno Unito

Informazioni sul fondo

  • Inizio collocamento01/02/2008
  • Dimensione share class30Mn
  • Valuta di baseUSD
  • ISIN LU0302644280

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo0
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale0,00%

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