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SSgA Emerging Markets SRI Enhanced Equity Fund I

Ranked 64 out of 220 in - Global Emerging Markets over 12 months
All calculations are in CHF unless stated

Managed by

Simon Roe

Objective

The Sub-fund seeks to provide an investment return in excess of the performance of the Index over the long term. the Sub-fund invests, principally in a screened universe of equity securities of companies (emerging markets companies) included in the Index and the S&P/IFCI Composite Index (the Investable Universe). The Sub-fund may also invest in securities reasonably expected to be included in the Index within 6 months from the effective date of the Sub-funds investment therein. In the event that any securities purchased are not included within that timeframe, these securities will be removed from the Sub-funds portfolio as market conditions allow.

Showing fund performance in Switzerland View performance globally

Performance

Global Emerging Markets over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.1%
2017 32.2% 10.7% 1.3% 9.2% 7.9%
2016 13.5% 0.8% 2.4% 9.0% 1.0%
2015 -12.4% -0.1% -1.3% -13.1% 2.3%
2014 11.4% -1.4% 7.0% 5.2% 0.4%
2013 -5.7% 1.5% -7.9% 1.0% -0.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date04/12/2012
  • Share Class size1,199Mn
  • Base currencyUSD
  • ISIN LU0810595867

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment1,000

Charges

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