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.
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
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Rank 172/254 Total Return
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Rank 162/254 Standard Deviation
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Rank 216/254 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 170 | Polar Capital Emerging Mrkts Grwth R USD | GBP | 29.6% |
| 171 | Alquity SICAV-Alquity Future World M USD | GBP | 29.5% |
| 172 | Capital International Emerging Markets Fund I EUR | GBP | 29.4% |
| 173 | American Century SICAV-Emerging Mkts Eq B (x) USD | GBP | 29.4% |
| 174 | Lazard Emerging World Ret USD Dis | GBP | 29.4% |
| 174 | Cullen Emerging Markets High Dividnd A USD Ins Acc | GBP | 29.4% |
| 174 | Sarasin IE Emerging Mkts - Systematic (USD) A GBP | GBP | 29.4% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 160 | Wellington Emerging Markets Local Equity S Acc EUR | GBP | 17.9 |
| 161 | EIP Global Emerging Markets Equity Prgme Srs 2 USD | GBP | 17.9 |
| 162 | Capital International Emerging Markets Fund I EUR | GBP | 18.0 |
| 162 | SSgA Emerging Markets SRI Enhanced Equity Fund I | GBP | 18.0 |
| 164 | Nordea 1 - Emerging Markets Focus Equity BP USD | GBP | 18.0 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 214 | Fidelity Index Emerging Markets P Acc | GBP | -6.6% |
| 214 | HEXAM Global Emerging Markets GBP I Dis | GBP | -6.6% |
| 216 | Capital International Emerging Markets Fund I EUR | GBP | -6.6% |
| 217 | Goldman Sachs BRICs Equity Pf Base Acc USD | GBP | -6.7% |
| 218 | KBI Institutional Emerging Markets Equity EUR A | GBP | -6.8% |
| View full league table | |||
Total Return
Quarterly Performance
| to 30/06/2016 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2016 | 6.8% | 9.2% | |||
| 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
- 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 management0.73%