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AXA Rosenberg Global Em Mkts Eq Alpha B USD

Ranked 90 out of 219 in - Global Emerging Markets over 12 months
All calculations are in CHF unless stated

Objective

The investment objective of the fund is to provide long-term capital appreciation with a total return greater than the return of the MSCI Emerging Markets Index on a rolling three-year basis.This Sub-Fund will primarily (meaning not less than 75% of its Net Asset Value) invest in equity securities traded principally on Regulated Markets that the Manager has identified as undervalued and that are issued by companies that have their registered office or carry out a predominant portion of their economic activity (meaning not less than 51%) in the countries that comprise the MSCI Emerging Markets Index.

Showing fund performance in Switzerland View performance globally

Performance

Global Emerging Markets over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.2%
2017 32.0% 11.5% 1.0% 10.2% 6.4%
2016 11.9% 1.4% 1.1% 8.4% 0.7%
2015 -18.2% -2.4% -3.1% -15.0% 1.8%
2014 10.7% -1.0% 8.6% 2.2% 0.8%
2013 -7.9% 2.4% -8.8% -0.1% -1.4%
2012 16.1% 11.8% -5.0% 6.4% 2.8%
2011 -20.8% -0.6% -9.6% -17.7% 7.0%
2010 6.1% 3.7% -7.3% 7.1% 3.1%
2009 66.0% 6.0% 24.7% 15.1% 9.2%
2008 -56.3% -21.9% 3.0% -21.8% -30.5%
2007 29.6% 2.5% 15.5% 9.1% 0.4%
2006 3.7% 12.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date30/06/2006
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN IE00B101K096

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

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