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Charlemagne Magna MENA R EUR

Ranked 1 out of 27 in - Middle East & North Africa over 12 months
All calculations are in EUR

Managed by

Sharat Dua

London-based Sharat Dua joined Charlemagne Capital in July 2007, after working as a consultant for Deloitte for nearly five years. He uses a growth, value and quality investment style. Sharat studied at Hertford College, Oxford and is CFA Charterholder. In his spare time he enjoys cricket, soccer and the theatre.

Akhilesh Baveja


The Investment Objective of the Fund is to achieve capital growth by investing in the securities of the MENA (Middle East and North Africa) region. The MENA region presents significant opportunities to investors, as capital markets widen and deepen over time in an economically diverse area New vehicle, UCITS III structure with daily trading.


Middle East & North Africa over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 56.5% 18.4% 2.8% 28.5%
2013 36.0% 11.7% 6.1% 6.8% 7.5%
2012 6.1% 10.6% -3.8% 1.9% -2.2%
2011 10.0% 6.6% -0.1% -2.4% 5.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. France
  4. Germany
  5. Ireland
  6. Luxembourg
  7. Netherlands
  8. Switzerland

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