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SIM Global Emerging Markets A1 USD

Ranked 458 out of 758 in - Global Emerging Markets over 36 months
All calculations are in USD unless stated

Managed by

Neal Smith

Neal Smith joined SIM Global, now Denker Capital, in April 2012. Smith started his investment career at Alliance Bernstein as an equity analyst in 2001 and was at the company until 2007, moving from Cape Town to London in the process. In 2007 he joined GLG Partners in London as an analyst and portfolio manager of their consumer product. After two years he moved on to Carlson Capital, where he covered the Pan-European consumer sector in his role as equity research analyst.

Objective

The investment objective of the Fund is to increase the value of shares over the long term by seeking to outperform the performance of the MSCI Emerging Markets TR Net Index (the "Index"). The Fund will aim to outperform the Index on a three year basis. The Fund will invest up to 100% of its assets in companies listed or traded in emerging and frontier markets. The Fund's investments will not be limited to sector or capitalisation restrictions. The Fund may invest up to 20% of its Net Asset Value in money market instruments and liquid assets such as cash and cash equivalents. The Fund may also invest up to 20% of its NAV in other UCITS Funds.

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

Performance

Global Emerging Markets over : 31/10/2015 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.3% -17.7% -12.0%
2017 40.5% 12.9% 2.6% 14.4% 6.1%
2016 27.6% 7.5% 6.6% 14.6% -2.9%
2015 -19.4% 8.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland

Fund Info

  • Launch date29/05/2015
  • Share Class size03Mn
  • Base currencyUSD
  • ISIN IE00BWVG2483

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.30%
  • Initial investment5.00%

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