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Capital International Emerging Markets Fund B GBP

Ranked 76 out of 148 in - Global Emerging Markets over 12 months
All calculations are in GBP

Managed by

Christopher Choe

Christopher Choe is an equity portfolio manager at Capital Group. He has 32 years of investment experience and has been with Capital Group for 25 years. Earlier in his career, as an equity investment analyst at Capital, Chris covered companies in Singapore, Malaysia, Taiwan and China. Before joining Capital, he worked at J.P. Morgan on treasury investments and at Swiss Bank Corp. as an investment analyst. Chris holds a bachelor’s degree with honors in accounting and computing from the University of Kent in Canterbury, England. He has been awarded fellowships at the Institute of Chartered Accountants in England and Wales, the Institute of Singapore Chartered Accountants and CPA Australia. He is also a member of the CFA Institute and the Singapore Society of Financial Analysts. Chris is based in Singapore.

Luis Freitas de Oliveira

Luis Freitas de Oliveiria is the chairman of Capital International Sàrl and portfolio manager at Capital Group. Freitas de Oliveiria previously worked as a corporate banker for Citibank in Brazi and has over 24 years in the investment industry. Now based in Geneva, he holds an MBA from INSEAD, France, and a bachelor’s degree in economics from the Federal University of Minas Gerais, Brazil.

Ric Torres

Ric Torres is an equity portfolio manager at Capital Group. As an equity investment analyst, he covers Latin American banks, industrials, transportation and real-estate companies. He has over 22 years of investment experience, all with Capital Group. Earlier in his career at Capital he was also a trader of emerging markets equity securities. Ric began his career at Capital as a participant in The Associates Program, a two-year series of work assignments in various areas of the organization. He holds a bachelor’s degree in government from Harvard College graduating cum laude. Ric is based in Los Angeles.

Shaw Wagener

Shaw Wagener is a portfolio manager at Capital Group. He is chairman of Capital Group International, Inc. He has over 33 years of investment experience, all with Capital Group. Earlier in his career, Shaw was an equity trader at Capital and then head of equity trading. He holds a bachelor’s degree in international relations from Claremont McKenna College graduating cum laude. He also holds the Chartered Financial Analyst® designation. Shaw is based in Los Angeles.

Objective

The fund invests primarily in securities that are admitted to an official listing or normally invests in shares of companies domiciled in or conducting a predominant part of their economic activities in developing countries. The fund also invests in fixed-income securities depending on their comparative attractiveness. It is managed on a stock-by-stock basis without reference to index weighting. The fund does not use short-selling or leverage.

Performance

Global Emerging Markets over : 31/05/2014 - 31/05/2015

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 6.1%
2014 -2.2% -3.4% 2.4% 0.1% -1.1%
2013 -1.8% 6.6% -8.1% -0.3% 0.5%
2012 7.3% 9.8% -10.6% 4.8% 4.4%
2011 -22.3% -0.7% -2.2% -22.1% 2.7%
2010 18.3% 7.6% -5.6% 10.5% 5.4%
2009 57.8% 3.1% 15.6% 23.6% 7.1%
2008 -32.1% -8.0% -3.5% -17.2% -7.7%
2007 34.9% 4.0% 12.0% 9.7% 5.6%
2006 18.9% 11.4% -10.7% 6.2% 12.5%
2005 54.3% 3.4% 11.7% 18.3% 12.9%
2004 11.3% 6.2% -10.1% 7.8% 8.2%
2003 33.6% -4.8% 16.8% 13.4% 6.0%
2002 -19.5% 12.9% -18.4% -19.4% 8.4%
2001 -4.4% -4.4% 7.7% -28.3% 29.4%
2000 -26.6% 7.8% -5.8% -13.0% -17.0%
1999 90.6% 17.6% 24.3% -5.8% 38.5%
1998 -26.6% 4.8% -19.2% -23.9% 13.9%
1997 8.4% 13.3% 11.6% 1.3% -15.3%
1996 2.9% 10.5% 5.7% -4.2% -7.9%
1995 -2.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Ireland
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. Taiwan
  16. United Kingdom

Fund Info

  • Launch date30/06/1999
  • Base currencyGBP
  • ISIN LU0337791437

Purchase Info

  • Min. initial investment0
  • Min. additional investment0

Charges

  • Annual management1.8%

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