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Schroder ISF Emerging Markets A Dis

Ranked 22 out of 68 in - Global Emerging Markets over 12 months
All calculations are in EUR unless stated

Managed by

Robert Davy

Robert Davy started his career with Peat Marwick where he qualified as a chartered accountant. In 1986 he joined Schroders where he spent several years as an analyst on the American equity team. He was a founding member of the Schroders Latin American team and became a Latin American portfolio manager in 1990. Robert is currently a global portfolio manager on the emerging markets team.

Tom Wilson

Objective

To provide capital growth primarily through investment in equity securities of emerging markets companies.The Fund invests at least two-thirds of its assets in equity and equity related securities of companies in emerging markets, with no bias to any particular industry or size of company. The Fund is managed with reference to the MSCI Emerging Markets Net TR financial index.

Showing fund performance in Portugal View performance globally

Performance

Global Emerging Markets over : 31/03/2017 - 31/03/2018
  • Rank 22/68 Total Return
  • Rank 47/68 Standard Deviation
  • Rank 38/68 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.7%
2017 23.1% 10.3% 0.2% 4.8% 6.2%
2016 12.4% -2.3% 3.5% 9.0% 2.1%
2015 -3.2% 15.0% -3.9% -16.4% 4.6%
2014 8.9% -3.2% 7.8% 4.5% -0.1%
2013 -6.3% 0.4% -9.1% 2.8% -0.2%
2012 18.0% 10.7% -3.3% 7.0% 2.9%
2011 -15.0% -2.7% -3.7% -16.8% 9.0%
2010 18.9% 6.0% 0.0% 2.8% 9.0%
2009 69.1% 5.5% 26.1% 15.3% 10.3%
2008 -49.8% -18.7% 1.2% -22.1% -21.7%
2007 25.5% 0.8% 12.6% 10.2% 0.3%
2006 17.5% 8.3% -9.2% 5.9% 12.8%
2005 51.5% 5.5% 12.5% 16.7% 9.5%
2004 9.5% 10.6% -12.3% 5.5% 7.0%
2003 32.4% -10.3% 18.2% 15.8% 7.9%
2002 -24.6% 12.4% -20.9% -16.9% 2.0%
2001 -4.0% -3.6% 9.9% -31.0% 31.3%
2000 -32.1% 6.4% -13.3% -6.1% -21.6%
1999 87.6% 18.3% 26.5% -7.8% 35.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Bulgaria
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Gibraltar
  9. Greece
  10. Hong Kong
  11. Iceland
  12. Luxembourg
  13. Macau
  14. Netherlands
  15. Norway
  16. Poland
  17. Portugal
  18. Singapore
  19. Spain
  20. Sweden
  21. Switzerland
  22. Taiwan
  23. United Arab Emirates
  24. United Kingdom

Fund Info

  • Launch date09/03/1994
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU0049853897

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Initial investment5

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