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OAKS Emerging and Frontier Opportunities H GBP

Ranked 2 out of 6 in - Emerging Market Equity Including Asia over 12 months
All calculations are in GBP unless stated

Managed by

Dominic Bokor-Ingram

Dominic Bokor-Ingram joined Charlemagne Capital in 2013, with responsibility for the OAKS Emerging and Frontier Opportunities Fund and the Magna New Frontiers Fund. He previously held a series of senior positions at Morgan Stanley, Goldman Sachs and Renaissance Capital. He began his career in financial services in 1989, specializing in emerging markets from 1992. Between 1995 and 2002 he worked for Regent Pacific, from which Charlemagne Capital was demerged. He is an economics graduate of the University of Exeter.

Stefan Böttcher

Stefan Böttcher joined Charlemagne Capital in 2001 as head of the portfolio advisory team, overseeing a marked growth in assets and resources. In 2009 he moved on to build Charlemagne’s frontier markets business. Prior to Charlemagne, he worked at Schroders where he was an executive director and head of emerging markets. He was previously at Flemings, where he set up and managed the emerging European desk. He holds a degree in Business and Administration from the Fachhochschule der Deutschen Bundesbank.

Objective

The OAKS Emerging and Frontier Opportunities Fund seeks to maximize total return by investing in a diversified portfolio of Global Frontier Securities and Global Emerging Securities.

Showing fund performance in United Kingdom View performance globally

Performance

Emerging Market Equity Including Asia over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 13.5% 7.7% 1.7%
2016 27.3% 2.0% 9.3% 6.7% 7.1%
2015 5.2% 1.7% 4.9% -6.6% 5.6%
2014 3.8% 2.4% 3.0% 3.5% -5.0%
2013 5.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date25/09/2013
  • Base currencyGBP
  • ISIN IE00BCRYLB65

Purchase Info

  • Min. initial investment5,000
  • 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).