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SWC (LU) EF Green Invest Emerging Markets AT

Ranked 162 out of 214 in - Global Emerging Markets over 12 months
All calculations are in CHF unless stated

Managed by

Raphael Lüscher

Objective

The investment objective is to generate long-term capital growth by investing in the shares of sustainable companies in emerging markets.

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 7.1% 0.6% 9.3%
2016 3.9% -4.2% 4.1% 5.4% -1.1%
2015 -13.6% -1.3% -5.4% -11.0% 3.9%
2014 13.3% 1.5% 5.4% 4.4% 1.5%
2013 5.5% 7.1% -7.5% 2.6% 3.8%
2012 15.4% 8.1% -5.6% 5.8% 6.8%
2011 -27.0% -2.6% -10.5% -22.4% 8.0%
2010 -4.3% -0.8% -8.0% 6.3% -1.3%
2009 77.8% 8.8% 31.3% 13.2% 10.0%
2008 -22.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2017

Top 10 Holdings

Stock Size
Naspers Ltd ORD 4.02
Samsung Electronics Co Ltd ORD 3.94
Taiwan Semiconductor Manufacturing Co Ltd DR 3.04
Accounts Receivable 2.86
KB Financial Group Inc ORD 2.67
LG Chem Ltd ORD 2.65
SK Hynix Inc ORD 2.35
Telekomunikasi Indonesia (Persero) Tbk PT ORD 2.32
Sberbank Rossii PAO DR 2.29
Kroton Educacional SA ORD 2.25
31/07/2017

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Liechtenstein
  5. Luxembourg
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date25/08/2008
  • Share Class size26Mn
  • Base currencyUSD
  • ISIN LU0338548034

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management2.00%

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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).