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BMO Responsible Global Emerging Markets Eqt A USD

Ranked 160 out of 835 in - Global Emerging Markets over 12 months
All calculations are in USD unless stated

Managed by

Jeff Chowdhry

Sam Mahtani

Sam Mahtani joined F&C in 1993 helping launch the F&C India fund, the third offshore India fund to be available to foreign investors. He became co-manager for the fund in 1994 and lead manager in 1996. He has over 20 years investment experience analysing companies and managing money in emerging markets. Sam has research responsibilities for companies in Asia, specialising in India, China, Korea and Latin America. Prior to F&C Sam worked at the Royal Bank of Scotland Plc for six years as senior bank officer in the corporate trusts division. He is an Associate of the Institute of Financial Services and a member of the CFA Society in the UK. Sam was one of the five F&C emerging markets team members to become part of LGM in late 2014.

Objective

The objective is to provide a medium through which investors may participate in an actively managed portfolio of ordinary shares of companies in emerging markets, which contribute to or benefit from sustainable economic development. The Fund seeks to achieve this by investing in ordinary shares and equity related securities such as warrants and debt securities of companies that are registered in emerging market countries which contribute to or benefit from their sustainable economic development. The manager will only invest in companies that demonstrate a clear commitment to Good Governance and Sustainability.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global Emerging Markets over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.5% -4.0%
2017 45.3% 15.5% 9.5% 4.7% 9.8%
2016 7.7% 7.1% 5.6% 4.5% -8.9%
2015 -14.6% 1.1% -4.2% -11.6% -0.2%
2014 -2.4% 0.8% 5.1% -4.3% -3.7%
2013 -7.4% -2.4% -9.2% 2.6% 1.9%
2012 17.9% 13.9% -8.2% 6.8% 5.6%
2011 -22.0% 1.4% -1.7% -23.9% 2.9%
2010 12.5% 0.7% -9.8% 16.2% 6.6%
2009 79.5% 2.2% 33.5% 21.9% 7.9%
2008 -56.3% -13.3% 0.3% -29.0% -29.1%
2007 42.6% 0.9% 16.4% 15.3% 5.3%
2006 30.4% 9.6% -5.4% 6.1% 18.6%
2005 31.0% -1.4% 4.8% 17.5% 7.8%
2004 19.3% 9.7% -12.4% 6.0% 17.1%
2003 54.1% -4.8% 24.1% 12.6% 15.9%
2002 -9.4% 12.1% -11.4% -14.3% 6.5%
2001 -9.6% 0.8% -1.8% -28.6% 27.8%
2000 -29.8% 2.3% -10.4% -12.8% -12.3%
1999 54.3% 10.4% 17.9% -6.9% 27.3%
1998 -32.4% 1.6% -20.9% -23.9% 10.5%
1997 17.9% 10.6% 15.6% 3.7% -11.1%
1996 9.8% 6.4% 5.1% -3.6% 1.9%
1995 -10.1% -8.8% 5.0% -2.3% -3.9%
1994 -13.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date01/07/1994
  • Share Class size21Mn
  • Base currencyUSD
  • ISIN LU0153359632

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.00%

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