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SWC (LU) EF Green Invest Emerging Markets AT

Ranked 191 out of 256 in - Global Emerging Markets over 12 months
All calculations are in EUR unless stated

Managed by

Raphael Lüscher

Objective

The investment objective is to generate long-term capital growth by investing in the shares of sustainable companies in emerging markets.

Showing fund performance in Luxembourg View performance globally

Performance

Global Emerging Markets over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.1%
2017 14.8% 7.3% -1.4% 4.4% 4.1%
2016 5.4% -4.5% 5.0% 4.7% 0.5%
2015 -4.5% 13.8% -5.2% -15.0% 4.2%
2014 15.5% 2.2% 5.7% 5.0% 1.8%
2013 3.9% 6.3% -8.6% 3.1% 3.7%
2012 16.0% 9.0% -5.4% 5.1% 7.0%
2011 -24.8% -6.2% -4.9% -22.3% 8.5%
2010 13.5% 3.3% -0.8% 5.3% 5.3%
2009 77.4% 6.6% 30.0% 13.8% 12.5%
2008 -17.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Liechtenstein
  5. Luxembourg
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date25/08/2008
  • Share Class size26Mn
  • Base currency
  • ISIN LU0338548034

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management2.00%
  • Initial investment2

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