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Essor Emergent

Ranked 349 out of 761 in - Global Emerging Markets over 36 months
All calculations are in USD unless stated

Managed by

Catherine Vlasto

Catherine Vlasto joined Genesis in 1995. She is portfolio manager for several diversified global emerging markets portfolios, the largest being the Essor Emergent. Catherine is also responsible for research in several emerging market countries including Thailand and China. Prior to joining Genesis she was a director at Ki Pacific Asset Management.

Objective

The fund objective is to outperform its reference index the MSCI EMF over a long term investment time horizon (minimum 5 years). The fund is actively managed, is not indexed to the reference, and follows a bottom-up approach, which relies largely on direct contacts with the firms. The portfolio exposure is primarily in equities of emerging economies selected on the basis of analysis and fundamental financial ratios. In general, and without it being an obligation or constraint, the portfolio is well diversified: around ninety different securities.

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 -0.1% -6.1% -3.8%
2017 33.6% 10.5% 5.0% 7.1% 7.5%
2016 11.7% 7.3% 2.3% 6.9% -4.8%
2015 -15.9% -0.1% 1.2% -17.8% 1.2%
2014 -3.5% -0.4% 8.3% -4.5% -6.4%
2013 -0.9% 0.5% -9.2% 8.5% 0.1%
2012 18.4% 13.1% -8.5% 8.9% 5.1%
2011 -16.5% 0.1% -0.4% -20.5% 5.4%
2010 22.4% 6.2% -7.2% 15.6% 7.5%
2009 92.6% -1.8% 44.2% 24.3% 9.4%
2008 -50.7% -6.3% -2.9% -24.2% -28.6%
2007 27.4% 0.6% 15.4% 7.4% 2.1%
2006 26.9% 11.2% -8.2% 8.5% 14.6%
2005 33.5% 1.9% 6.1% 15.2% 7.3%
2004 30.9% 7.7% -5.9% 10.0% 17.4%
2003 52.3% -5.4% 21.0% 16.4% 14.2%
2002 -2.4% 10.2% -8.4% -9.8% 7.2%
2001 3.5% -4.1% 7.3% -18.7% 23.7%
2000 -26.0% -0.1% -9.8% -8.2% -10.5%
1999 41.6% -1.1% 17.4% 1.1% 20.6%
1998 -28.2% 6.7% -17.9% -19.4% 1.8%
1997 -16.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date25/06/1997
  • Share Class size117Mn
  • Base currency
  • ISIN FR0000284150

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment1

Charges

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