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Wellington Emerging Markets Research Eq USD SC UnH

Ranked 106 out of 223 in - Global Emerging Markets over 12 months
All calculations are in CHF unless stated

Objective

The investment objective of the Fund is to seek long-term total returns. The Investment Manager will actively manage the Fund against the MSCI Emerging Markets Index, seeking to achieve the objective by principally investing either directly or indirectly, in equity and equity-related securities issued by companies located in emerging market countries. The Index is designed to measure large- and mid-cap equity market performance across global emerging markets.

Showing fund performance in Switzerland View performance globally

Performance

Global Emerging Markets over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 1.0% -4.4% -6.5%
2017 36.7% 10.0% 3.6% 10.9% 8.2%
2016 18.2% 1.5% 6.0% 8.4% 1.4%
2015 -9.8% 0.3% -1.6% -12.6% 4.5%
2014 3.2% -2.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date03/06/2014
  • Share Class size335Mn
  • Base currencyUSD
  • ISIN LU1054168221

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.00%

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