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Walter Scott Emerging Markets

Ranked 562 out of 761 in - Global Emerging Markets over 36 months
All calculations are in USD unless stated

Objective

The Fund aims to achieve a long-term total return (before fees and expenses) that exceeds the MSCI Emerging Markets Index, in $A unhedged with net dividends reinvested (Benchmark). The Fund provides exposure to a concentrated portfolio of emerging market equities by investing in securities principally listed in emerging markets. The Fund may also provide exposure to equities where the majority of their business or assets are located in emerging markets but are listed on exchanges outside of the emerging markets (excluding the Australian Securities Exchange). The Fund may be exposed to derivatives to either obtain or reduce market exposures.

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 0.5% -4.4% -2.6%
2017 28.0% 11.8% 3.8% 3.9% 6.2%
2016 8.0% 6.5% 4.4% 6.2% -8.5%
2015 -10.6% 0.9% -1.2% -14.5% 4.9%
2014 -5.6% -0.2% 5.5% -4.5% -6.1%
2013 -5.0% 1.7% -8.7% 4.9% -2.4%
2012 19.7% 13.6% -7.0% 8.3% 4.7%
2011 -19.3% 7.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia

Fund Info

  • Launch date23/06/2011
  • Share Class size20Mn
  • Base currencyAUD
  • ISIN AU60MAQ06518

Purchase Info

  • Min. initial investment20,000
  • Min. regular additional investment0

Charges

  • Annual management1.38%
  • Initial investment0.00%

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