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Wells Fargo Emerging Markets Eq Inc;Inst

Ranked 515 out of 761 in - Global Emerging Markets over 36 months
All calculations are in USD unless stated

Managed by

Alison Shimada

Alison Shimada is a senior equity analyst and portfolio manager at Wells Fargo Asset management. She joined the firm in 2003 and previously, was an investment officer at UG Regents. She graduated from the University of California at Berkeley, Harvard Business School with a degree in Political Economics and outside of work lists music among her interests.

Elaine Tse

Objective

The Fund seeks to achieve long-term capital appreciation and current income. Under normal circumstances, the Fund will invest at least 80% of the Fund's net assets in equity securities of companies in emerging market countries; and across all market capitalizations.

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 3.3% -10.7% 3.0%
2017 25.0% 10.2% 2.6% 4.7% 5.6%
2016 5.3% 3.6% 0.2% 5.3% -3.7%
2015 -9.8% 0.7% 2.7% -14.8% 2.2%
2014 2.1% -0.5% 7.4% -1.5% -2.9%
2013 0.8% 2.9% -4.0% 2.1% -0.1%
2012 7.2% 7.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date31/05/2012
  • Share Class size458Mn
  • Base currencyUSD
  • ISIN US94975P3718

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.97%

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