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Vontobel Fund mtx Sust Emerging Mkts Leaders B

Ranked 107 out of 226 in - Global Emerging Markets over 12 months
All calculations are in CHF unless stated

Managed by

Roger Merz

Roger Merz joined Vontobel Asset Management in 2010 as portfolio manager. He became head of mtx Portfolio Management in 2012 and is portfolio manager of the mtx Sustainable Global Leaders fund and co-portfolio manager of the mtx Sustainable Emerging Markets Leaders fund. Prior to joining Vontobel, he worked from 2006 to 2010 for Goldman Sachs as portfolio manager responsible for the co-management of the firm’s “Conviction Portfolio Long/Short Mid Caps” fund and as sell-side equity research analyst. He joined the industry in 1998 holding various positions, as portfolio manager and equity research analyst, both on the sell-side and buy-side, at Morgan Stanley from 2003 to 2006 and prior to this at Credit Suisse First Boston. Roger earned a Masters of Science in Business Administration and Finance from the University of Zurich. He is a CFA charterholder.

Thomas Schaffner

Thomas Schaffner joined Vontobel Asset Management in 2009. He manages the mtx China Leaders fund, the mtx Sustainable Asian Leaders (ex Japan) fund and co-manages the mtx Sustainable Emerging Markets Leaders fund. Prior to joining Vontobel, from 2006 to 2009, he was equity analyst at Lombard Odier in Hong Kong covering regional Asian (ex Japan) companies and contributing to the investment strategy. From 1998 to 2005 he was portfolio manager at Credit Suisse and an independent asset manager in Basel, where he developed and successfully managed a commodity fund. Thomas holds a MBA with a specialization in China Business from Hong Kong University of Science & Technology and a Bachelor of Science (BSc) in Accounting & Finance from the University of Applied Sciences in Basel. He is a CFA charterholder.

Objective

The Fund's assets are invested mainly in shares, equity-like transferable securities, participation certificates etc. issued by companies that are based in or conduct the majority of their business in an emerging market and contribute towards sustainable economic activity

Showing fund performance in Switzerland View performance globally

Performance

Global Emerging Markets over : 30/11/2017 - 30/11/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.1% -4.4% -2.9%
2017 41.7% 13.2% 2.6% 13.2% 7.7%
2016 10.3% -4.9% 5.8% 12.1% -2.3%
2015 -5.6% 0.2% 0.9% -14.3% 9.1%
2014 20.0% -1.4% 6.7% 3.1% 10.5%
2013 -2.8% 2.5% -9.1% 1.3% 3.0%
2012 8.8% 7.0% -6.1% 4.8% 3.4%
2011 8.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Italy
  6. Liechtenstein
  7. Luxembourg
  8. Norway
  9. Portugal
  10. Singapore
  11. Spain
  12. Sweden
  13. Switzerland

Fund Info

  • Launch date15/07/2011
  • Share Class size366Mn
  • Base currencyUSD
  • ISIN LU0571085413

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.65%
  • Initial investment1.65%

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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).