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Comgest Growth Emerging Markets Flex EUR R Acc

classificato 8 su 9 di - Emerging Markets su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Charles Biderman

Charles Biderman joined Comgest in 2006 and is a portfolio manager and analyst specialising in emerging market equities, particularly in the Latin America region. He has co-led the management of the firm’s Latin American equity strategy since the product’s inception in 2009. He also manages a number of global emerging market segregated mandates. Biderman completed a master’s degree in engineering at the Institut National des Télécommunications in France where he majored in finance.

Alexandre Narboni

Alexandre Narboni joined Comgest in 2009 and is an analyst and portfolio manager specialising in US equity. With a background in mathematics and statistics, Narboni has been instrumental to Comgest’s Emerging Markets Flex strategy, the firm's first investment strategy to employ hedging techniques with the objective of reducing volatility during market drawdowns. Before joining Comgest, Narboni worked in New York, firstly in asset-backed securities at Société Générale from 2005, then as a hedge fund analyst at HSBC. After graduating from the National School of Statistics and Economic Administration (ENSAE) in Paris, he studied for one year at Columbia University in New York where he was awarded a master’s degree in financial mathematics.

Wojciech Stanislawski

Wojciech Stanislawski joined Comgest in 1999 as a member of Comgest’s Global Emerging Markets team and is today also a member of the Group’s Investment Executive and Management Committees. In 2000 he was named co-lead portfolio manager of Comgest’s flagship Global Emerging Markets fund and also co-leads a number of other strategies. In 2013 Stanislawski was named team manager of the firm’s Global Emerging Markets equity investment team, responsible for the management of the portfolio managers and analysts. He also maintains responsibility for a number of emerging market segregated mandates. Stanislawski graduated from the Panthéon-Assas University in Paris with a joint master’s degree in business and financial management.

Obiettivo

The investment objective of the CGEM Flex Fund is to achieve capital appreciation by creating a professionally managed portfolio primarily consisting of what, in the opinion of the Investment Manager, are high quality long-term growth companies based or operating in Emerging Markets. The Investment Manager intends investing in shares or equity linked securities including preferred stock, convertible bonds and debentures which are convertible into equity securities, predominantly issued by companies based or operating in Emerging Markets and quoted or traded on Regulated Markets.

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 -6,9% -5,1% -0,5%
2017 18,7% 8,1% 0,3% 3,0% 6,3%
2016 0,0% -4,0% 1,3% 3,6% -0,7%
2015 0,3% 11,3% -0,2% -9,4% -0,4%
2014 13,8% -3,6% 7,5% 7,1% 2,5%
2013 -1,3% 0,1% -5,6% 3,8% 0,6%
2012 -1,9%

Performance mensile

Rendimento vs rischio

Asset Allocation

Ripartizione dell'investimento

31/07/2018

I 10 principali strumenti in portafogliolio

Azioni Dimensioni
Cognizant Technology Solutions Corp ORD 4,77%
EUR Cash 4,75%
China Life Insurance Co Ltd ORD 4,57%
Taiwan Semiconductor Manufacturing Co Ltd ORD 4,51%
Ping An Insurance Group Co of China Ltd ORD 3,94%
MTN Group Ltd ORD 3,91%
Sanlam Ltd ORD 3,60%
SAIC Motor Corp Ltd ORD 3,58%
NetEase Inc DR 3,40%
Infosys Ltd DR 3,27%
31/07/2018

Registrato Per La Vendita In

  1. Austria
  2. Bahrain
  3. Francia
  4. Germania
  5. Italia
  6. Lussemburgo
  7. Paesi Bassi
  8. Svizzera
  9. Regno Unito

Informazioni sul fondo

  • Inizio collocamento24/09/2012
  • Dimensione share class05Mn
  • Valuta di baseEUR
  • ISIN IE00B8J4DS78

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo10
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale2,20%
  • Investimento iniziale2,00%

Articoli correlati

Stanislawski: “Cina? Il più incompreso degli investimenti. Ecco perché ci piace”

Abbiamo parlato con il veterano Emerging Markets di Comgest, in occasione dei trent’anni della casa di gestione francese.

Emergenti, tra olimpiadi e opportunità sull'azionario è l'anno del Brasile

"Ci sono ancora dei gioielli da scoprire in Brasile", afferma Charles Biderman, gestore per Comgest di uno dei migliori fondi azionario emergente globale a tre anni.

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