Capital International Emerging Markets Fund I EUR
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.
Chapman Taylor
F. Chapman Taylor is an equity portfolio manager at Capital Group. As an equity investment analyst at Capital, he covers Asian telecom companies excluding Japan, as well as companies domiciled in Indonesia, the Philippines and New Zealand. He has over 24 years of investment experience and has been with Capital Group for over 20 years. Before joining Capital, he worked as a consultant with SRI International and Strategic Planning Associates, advising ASEAN, U.S. and U.K. companies on business strategy. He holds an MBA in finance and strategic planning from the Wharton School of the University of Pennsylvania, and a bachelor’s degree in physics and theology from Tulane University. Taylor is based in Washington, D.C
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
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Rank 78/267 Total Return
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Rank 21/267 Standard Deviation
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Rank 27/267 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 77 | Neptune Emerging Markets C Acc GBP | GBP | 28.1% |
| 78 | Capital International Emerging Markets Fund I EUR | GBP | 28.1% |
| 79 | SSgA Enhanced Emerging Markets Equity Fund I | GBP | 28.0% |
| 80 | Lazard Emerging Markets Core Equity Inst Acc USD | GBP | 27.9% |
| 80 | Schroder ISF Emerging Markets A Dis | GBP | 27.9% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 20 | Stewart Investors Gl Em Mkts Best Ideas A Acc GBP | GBP | 10.6 |
| 21 | Capital International Emerging Markets Fund I EUR | GBP | 10.7 |
| 21 | Robeco Emerging Stars Equities D EUR | GBP | 10.7 |
| 23 | Barclays GA - Emerging Market Equity M Inc USD | GBP | 10.8 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 25 | UBS Emerging Markets Equity Income A Inc (Net) | GBP | -5.3% |
| 26 | JPM Emerging Markets Diversified Equity C Acc EUR | GBP | -5.4% |
| 27 | Capital International Emerging Markets Fund I EUR | GBP | -5.5% |
| 28 | Schroder QEP Global Emerging Markets Z Acc | GBP | -5.6% |
| 29 | Schroder ISF QEP Global Emerging Markets A Acc | GBP | -5.6% |
| 29 | MFS Meridian Funds-Emerging Markets Equity A1 USD | GBP | -5.6% |
| View full league table | |||
Total Return
Quarterly Performance
| to 30/06/2017 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2017 | 11.0% | 3.4% | |||
| 2016 | 30.8% | 6.8% | 9.2% | 11.0% | 1.0% |
| 2015 | -10.8% | 6.3% | -5.3% | -15.2% | 4.4% |
| 2014 | -1.1% | -3.1% | 2.6% | 0.3% | -0.8% |
| 2013 | -0.8% | 6.9% | -7.9% | 0.0% | 0.7% |
| 2012 | 8.5% | 10.1% | -10.3% | 5.1% | 4.7% |
| 2011 | -21.4% | -0.4% | -1.9% | -21.8% | 3.0% |
| 2010 | 19.7% | 7.9% | -5.3% | 10.8% | 5.7% |
| 2009 | 59.5% | 3.4% | 15.9% | 23.9% | 7.4% |
| 2008 | -31.3% | -7.8% | -3.2% | -17.0% | -7.4% |
| 2007 | 36.5% | 4.3% | 12.3% | 10.0% | 5.9% |
| 2006 | 20.2% | 11.7% | -10.5% | 6.5% | 12.8% |
| 2005 | 56.1% | 3.7% | 12.0% | 18.6% | 13.3% |
| 2004 | 12.6% | 6.5% | -9.9% | 8.1% | 8.5% |
| 2003 | 35.1% | -4.5% | 17.1% | 13.7% | 6.2% |
| 2002 | -18.7% | 13.2% | -18.2% | -19.1% | 8.7% |
| 2001 | -3.4% | -4.1% | 7.9% | -28.0% | 29.8% |
| 2000 | -25.8% | 8.2% | -5.6% | -12.7% | -16.7% |
| 1999 | 92.5% | 17.8% | 24.7% | -5.6% | 38.8% |
| 1998 | -25.9% | 5.1% | -19.0% | -23.8% | 14.3% |
| 1997 | 9.5% | 13.5% | 11.8% | 1.6% | -15.1% |
| 1996 | 6.9% | 13.0% | 5.9% | -3.3% | -7.7% |
| 1995 | -7.3% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- Austria
- Belgium
- Chile
- Denmark
- Finland
- France
- Germany
- Ireland
- Italy
- Luxembourg
- Netherlands
- Norway
- Singapore
- Spain
- Sweden
- Switzerland
- United Kingdom
Fund Info
- Launch date31/05/1990
- Base currencyEUR
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ISIN LU0100551562
Purchase Info
- Min. initial investment0
- Min. regular additional investment0
Charges
- Annual management0.79%