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Candriam Equities L Emerging Markets C Cap

Ranked 425 out of 761 in - Global Emerging Markets over 36 months
All calculations are in USD unless stated

Managed by

Jan Boudewijns

Based in Brussels, Jan Boudewijns is head of emerging equity markets for Candriam. He joined the firm (then Dexia Asset Management) in 2003. He currently runs Chinese and Asian equity funds using an SRI overlay investment style. Jan studied Agronomy at the University of Leuven and outside of work he enjoys cycling, drawing, music and the theatre.

Mohamed Saïdi

Mohamed Lamine Saïdi has been a senior fund manager at Candriam since 2005. He previously worked with Fortis Investment and Swisscorp Financial Advisory (respectively in Paris and Geneva, Switzerland). Mohamed graduated with a master’s degree in Banking and Financial Econometrics from University of Aix-en-Provence in France.

Objective

The fund invests principally in equities in emerging countries of Asia, Latin America, Central and Eastern Europe. These securities are quoted on local and international markets.

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

Performance

Global Emerging Markets over : 30/11/2015 - 30/11/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 2.5% -10.8% -6.1%
2017 44.4% 13.4% 7.7% 11.9% 5.6%
2016 6.7% 1.5% 2.5% 9.8% -6.6%
2015 -11.2% 2.8% 2.5% -16.8% 1.2%
2014 -1.6% -0.9% 7.7% -5.1% -2.8%
2013 2.3% 0.3% -5.7% 4.8% 3.3%
2012 14.8% 12.5% -9.1% 7.0% 4.9%
2011 -20.1% 0.2% -0.5% -22.7% 3.6%
2010 15.6% 1.2% -8.8% 15.9% 8.1%
2009 72.5% -0.5% 34.2% 20.1% 7.6%
2008 -54.0% -11.3% -0.5% -27.9% -27.6%
2007 34.6% 0.7% 14.4% 13.5% 2.9%
2006 32.0% 11.1% -3.7% 4.5% 18.1%
2005 32.2% 1.1% 4.2% 18.0% 6.3%
2004 21.1% 8.7% -9.9% 7.2% 15.4%
2003 51.8% -4.0% 18.8% 14.1% 16.5%
2002 -4.1% 13.3% -6.6% -13.5% 4.8%
2001 -8.1% -10.7% 9.4% -23.0% 22.3%
2000 -26.3% 4.1% -9.6% -13.2% -9.8%
1999 43.0% 2.9% 15.1% -2.3% 23.6%
1998 -15.1% 7.5% -15.3% -18.6% 14.4%
1997 -11.1% 4.5% 12.6% -7.9% -17.9%
1996 2.9% 4.6% -1.0% -4.8% 4.4%
1995 -0.5% 0.1% 2.7% -1.0% -2.3%
1994 3.9% -6.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/10/2018

Top 10 Holdings

Stock Size
Taiwan Semiconductor Manufacturing Co Ltd ORD 4.79%
Tencent Holdings Ltd ORD 3.67%
Samsung Electronics Co Ltd ORD 3.51%
Alibaba Group Holding Ltd DR 3.45%
Ping An Insurance Group Co of China Ltd ORD 2.70%
China Merchants Bank Co Ltd ORD 2.49%
China Construction Bank Corp ORD 2.46%
Petroleo Brasileiro SA Petrobras PFD 2.25%
Itau Unibanco Holding SA PFD 2.10%
Naspers Ltd ORD 2.07%
31/10/2018

Registered For Sale In

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

Fund Info

  • Launch date10/06/1994
  • Share Class size1,376Mn
  • Base currencyEUR
  • ISIN LU0056052961

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.60%
  • Initial investment1.60%

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