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SWC (LU) EF Sustainable Emerging Markets AT

Ranked 186 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 : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.1% -4.8%
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

Asset Allocation

Breakdown

31/07/2018

Top 10 Holdings

Stock Size
Alibaba Group Holding Ltd DR 5.99%
Taiwan Semiconductor Manufacturing Co Ltd DR 5.64%
Tencent Holdings Ltd ORD 4.83%
Samsung Electronics Co Ltd ORD 3.80%
Naspers Ltd ORD 3.45%
Ping An Insurance Group Co of China Ltd ORD 2.83%
USD Cash 2.82%
SK Hynix Inc ORD 2.78%
Infosys Ltd ORD 2.70%
Accounts Receivable 2.63%
31/07/2018

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Italy
  5. Liechtenstein
  6. Luxembourg
  7. Netherlands
  8. Spain
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date25/08/2008
  • Share Class size23Mn
  • Base currency
  • ISIN LU0338548034

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management2.00%
  • Initial investment2.00%

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