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BTG Pactual SICAV-Latin American Equity A USD

Ranked 36 out of 41 in - Latin America over 12 months
All calculations are in GBP unless stated

Managed by

Jose Zitelmann

José Zitelmann works at BTG Pactual as the head of equity strategies. Mr. Zitelmann joined Pactual in 1998 and became a partner in 2004. After an initial year in Corporate Finance, he moved to Asset Management business unit, where he became Head of Latin America Proprietary Equity Desk. He was a member of the executive committee at UBS Pactual. Mr. Zitelmann received his bachelor’s degree in business management from Fundação Getulio Vargas (FGV-SP), a São Paulo Business School.

Objective

To generate long-term returns from capital growth and income by investing primarily in a portfolio of investments in equity and equity-equivalent securities of companies which have their registered office in, or are listed on a stock exchange or other Regulated Market, in Latin America as well as companies with significant operations or carrying out a preponderant part of their business activities in Latin America. The portfolio will be actively managed, aiming to achieve long term capital appreciation and to outperform the MSCI Latin America 10/40 through security selection based on bottom-up fundamental research.

Showing fund performance in United Kingdom View performance globally

Performance

Latin America over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 10.6% -4.3% 10.7%
2016 39.9% 19.9% 12.4% 4.9% -1.0%
2015 -18.2% -2.5% -3.0% -16.1% 3.1%
2014 -1.4% 0.4% 6.1% -2.1% -5.5%
2013 -11.0% 10.1% -14.4% -2.6% -3.1%
2012 7.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. Finland
  3. Germany
  4. Luxembourg
  5. Portugal
  6. Spain
  7. Sweden
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date03/09/2012
  • Share Class size06Mn
  • Base currencyUSD
  • ISIN LU0815616999

Purchase Info

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

Charges

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