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William Blair SICAV EM Small Cap Grwth I USD

Ranked 3 out of 16 in - Global Emerging Markets Smaller Companies over 12 months
All calculations are in CHF unless stated

Managed by

Todd McClone

Todd McClone joined William Blair & Company in 2000 as part of the international growth team. He is the lead portfolio manager for the William Blair Emerging Markets Leaders and Emerging Markets Small Cap Growth strategies and is a portfolio manager for the Emerging Markets strategy. Previously, he was a senior research analyst specialising in international equity for Strong Capital Management and a corporate finance research analyst at Piper Jaffrey. Outside of work Todd is a keen skier.

Casey Preyss

Casey Preyss is a portfolio manager for the Emerging Markets Growth strategy at William Blair. Since joining William Blair in 2000, Casey has been a research analyst covering Industrials, IT and Resources and has also served as portfolio manager for the China A-Share strategy. Prior to his fundamental research responsibilities Casey was a quantitative analyst with the team. Prior to joining the firm, Casey was with Thomas White International, where he was an international equity research sales associate.

Objective

The aim of the Fund is to provide capital growth by investing primarily in a diversified portfolio of equity securities issued by small-sized companies in emerging markets.

Showing fund performance in Switzerland View performance globally

Performance

Global Emerging Markets Smaller Companies over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 36.0% 11.1% 2.0% 8.5% 10.6%
2016 -4.6% -7.4% 5.7% 5.0% -7.1%
2015 -6.4% 1.2% -2.3% -7.0% 1.7%
2014 28.5% 2.6% 8.5% 10.0% 4.9%
2013 -3.2% -4.7% 8.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date01/03/2013
  • Share Class size45Mn
  • Base currencyUSD
  • ISIN LU0874276255

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management1.60%
  • Initial investment0

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