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IAM - Emerging Markets Fund

Ranked 166 out of 214 in - Global Emerging Markets over 12 months
All calculations are in CHF unless stated

Managed by

Michel Thétaz

Michel Thétaz, CEO of IAM Independent Asset Management SA, is based in Geneva where he founded IAM in 1995. He has been active in the financial industry for over 40 years. His investment style focuses on long term value creation for investors, controlling risk through carefully selected securities based on quality. In his spare time, Michel enjoys cycling.

Objective

The fund invests in emerging markets worldwide. Individual instruments are not selected - instead, the overall analysis focuses on the central selection of countries. Promising countries are selected on the basis of this analysis. The objective of the fund is to profit from strong growth in the so-called emerging markets, while limiting the risks associated with investments of this type. The investment policy is implemented using country baskets, because they offer advantages in terms of risk diversification and liquidity.

Showing fund performance in Switzerland View performance globally

Performance

Global Emerging Markets over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 10.3% 1.7% 6.9%
2016 5.5% -0.3% 2.2% 6.7% -3.0%
2015 -16.6% -0.7% -6.4% -13.4% 3.6%
2014 7.3% -2.9% 5.7% 4.7% -0.2%
2013 -8.4% 1.0% -8.9% -1.1% 0.6%
2012 10.5% 7.3% -5.4% 5.6% 3.1%
2011 -19.5% -0.1% -10.4% -17.2% 8.8%
2010 5.1% 3.3% -6.4% 6.4% 2.2%
2009 66.7% 7.8% 25.5% 15.8% 6.4%
2008 -54.0% -21.0% 1.4% -19.9% -28.3%
2007 28.2% 1.2% 14.3% 9.8% 1.0%
2006 22.1% 10.8% -9.9% 6.2% 15.2%
2005 52.3% 5.5% 11.4% 21.1% 7.0%
2004 13.0% 9.2% -10.7% 7.6% 7.8%
2003 33.7% -9.1% 19.6% 10.5% 11.3%
2002 -20.6% 12.1% -18.3% -17.1% 4.6%
2001 0.8% 4.8% 8.5% -30.1% 26.7%
2000 -33.0% 6.8% -13.7% -11.0% -18.4%
1999 74.3% 14.5% 31.6% -10.1% 28.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date01/12/1998
  • Share Class size32Mn
  • Base currencyCHF
  • ISIN CH0009733814

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management2.00%

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