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Calvert Emerging Markets Equity Fund;I

Ranked 628 out of 853 in - Global Emerging Markets over 12 months
All calculations are in USD unless stated

Managed by

Gary Greenberg

Gary Greenberg is Head of Emerging Markets at Hermes Investment Management having joined the company in September 2010. He started out as an analyst at Harris Associates in 1989. From 1994 to 1998 he was Chief Investment Officer at Peregrine Asset Management and then spent a year as MD at Van Eck Global. Between 1999 and 2002 he was at Goldman Sachs and served as Co-head of Emerging Markets. In July 2002, Gary became Partner and CIO at Muse Capital and moved to Silkstone Capital in 2007 prior to joining Hermes. He holds an MBA from Thunderbird School (Arizona, USA) and earned a BA in Comparative Religion from Carleton College in Minnesota. Gary is also a CFA Charterholder. Away from the office, he enjoys tennis, bridge, music and the cinema and theatre.

Elena Tedesco

Objective

The Fund seeks long-term capital appreciation by investing primarily in equity securities of companies located in emerging market countries. The Fund normally invests at least 80% of its assets, including borrowings for investment purposes, in equity securities of companies located in emerging market countries.

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

Performance

Global Emerging Markets over : 28/02/2016 - 28/02/2017

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
2016 6.8% 3.9% -0.1% 9.6% -6.1%
2015 -7.4% 3.9% 0.2% -15.9% 5.8%
2014 -1.0% -2.3% 7.2% -3.9% -1.7%
2013 11.4% 1.1% -2.7% 9.1% 3.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date29/10/2012
  • Share Class size75Mn
  • Base currencyUSD
  • ISIN US1316497742

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.68%

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