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Principal GI Emerging Market Equity

Ranked 39 out of 214 in - Global Emerging Markets over 12 months
All calculations are in CHF unless stated

Managed by

Mihail Dobrinov

Mihail Dobrinov is a portfolio manager for Principal Global Equities. He leads the global emerging markets team, encompassing equity markets in Asia, Latin America, Eastern Europe, the Middle East and Africa. He oversees both diversified emerging markets portfolios and specialized regional Asian equity strategies. Mihail joined Principal in 1995, originally as an international and emerging market debt and currency specialist. He joined the equities team in 2002, and was named a portfolio manager for emerging markets equities in 2007. Mihail's fundamental research experience spans a wide range of economic sectors, with a particular emphasis on industrials, materials, and energy companies. His current coverage area includes companies in the industrials and telecommunications sectors. Mihail received an MBA in finance from the University of Iowa and a law degree from Sofia University, Bulgaria. He has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute.

Alan Xi Wang

Alan Xi Wang is a portfolio manager for Principal Global Equities. He is responsible for Hong Kong & China equity mandates, in addition to co-management of Asian and global emerging market mandates. He also leads the team’s research efforts for the greater China region. Alan’s career began with the headquarter of Bank of China, where he supported the CFO as an Executive Assistant and helped the bank’s IPO preparation process. Alan joined Principal in 2003 and served as a portfolio manager for Hong Kong & China equity portfolios and co-managed Asian and emerging market equity strategies. As a senior member of the Global R&D team, Alan was also responsible for our proprietary Global Research Platform (GRP) model development, with a specific focus on Asian and Greater China stock selection models. He also served as a senior consultant on the initial formation of the CCB Principal joint venture in China. Before rejoining Principal in 2012, Alan served as Head of Equity Investment with Ping An of China Asset Management (Hong Kong), and a Portfolio Manager with Blackrock Asia. He received an MBA from the University of Iowa, Tippie School of Management, and a bachelor’s degree in economics and international finance from Renmin University of China. Alan has earned the right to use the Chartered Financial Analyst designation.

Mohammed Zaidi

Mohammed Zaidi is a portfolio manager for Principal Global Investors. Based in Singapore, he serves as co-portfolio manager for global emerging markets equity strategies and head of emerging Asia equity strategies. Mohammed's career began in 1997 as an emerging markets analyst and portfolio manager with global macro hedge fund manager VZB Capital. He joined Principal in 2001 as an EM equity analyst focused on fundamental stock selection. He was also a key analyst responsible for the initial development of the proprietary Global Research Platform (GRP), with a specific focus on tailoring the GRP to emerging markets and Asian equities. After departing the firm in 2006, Mohammed served as an EM portfolio manager and analyst with Martin Currie Investment Management and the same team's predecessor employer, Scottish Widows Investment Partnership. He has an MBA from the Massachusetts Institute of Technology, Sloan School of Management, and a bachelor's degree in economics from the Wharton School, University of Pennsylvania.

Objective

The investment objective of the Fund is to seek capital growth over the medium to long term. The Fund seeks to achieve its objective by investing principally in the equity securities of companies domiciled or with their core business in the world's emerging investment markets, which the Investment Adviser believes are mis-priced by the market and have the potential for significant growth.

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 10.4% 2.0% 11.3%
2016 9.8% -1.1% 1.5% 9.1% 0.3%
2015 -13.0% 1.0% -3.8% -12.4% 2.3%
2014 6.8% -3.7% 7.1% 4.2% -0.6%
2013 -8.7% 2.5% -11.4% 0.0% 0.5%
2012 17.5% 10.6% -4.7% 8.2% 3.0%
2011 -17.0% 0.4% -9.1% -14.4% 6.2%
2010 6.4% 3.1% -5.9% 5.9% 3.7%
2009 66.3% 5.9% 26.1% 15.6% 7.7%
2008 -57.6% -23.4% 4.2% -25.4% -28.7%
2007 32.2% 3.7% 16.6% 9.6% -0.3%
2006 25.9% 14.5% -10.6% 8.0% 13.9%
2005 56.6% 6.2% 12.2% 19.3% 10.2%
2004 15.9% 10.4% -12.1% 8.9% 9.6%
2003 41.0% -8.0% 22.8% 12.9% 10.5%
2002 -24.2% 11.0% -18.1% -16.7% 0.0%
2001 -3.8% -3.7% 11.3% -31.6% 31.3%
2000 -29.5% 10.6% -15.1% -9.4% -17.1%
1999 92.0% 19.0% 26.0% -11.1% 44.1%
1998 13.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. France
  3. Germany
  4. Guernsey
  5. Ireland
  6. Isle of Man
  7. Jersey
  8. Macau
  9. Netherlands
  10. Singapore
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date13/08/1998
  • Share Class size32Mn
  • Base currencyUSD
  • ISIN IE0002492902

Purchase Info

  • Min. initial investment2Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0

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