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WMP EM Established Leaders Fund CHF D

Ranked 247 out of 260 in - Global Emerging Markets over 12 months
All calculations are in EUR unless stated

Managed by

Thomas Germann

Thomas Germann is a financial analyst at WMPartners, where he has worked since 2008, having previously been a Senior Analyst at Zürcher Kantonalbank. Germann is co-manager on the WMP EM Established Leaders fund, which focuses on global emerging market equities. He studied Finance at the University of Zurich and is a Certified International Investment Analyst.

Reto Jung

Reto Jung is the Head of Research and Funds at WMPartners Asset Management, where he has worked since 2011. Jung previously held a position on the Equities and Derivatives Trading Team at UBS, as well as at FINMA. He currently runs the WMP Convertible Experts Fund, which holds convertible bonds.

Balthasar Meier

Balthasar Meier was born in Zurich in 1947. He is a partner and member of the Board of Directors at WMPartners Wealth Management, and has been managing funds since 2006 when the WMP Global Equity fund was launched. Meier uses a combined top down and bottom up approach to investing with a thematic focus. He is a member of the boards for BVZ Holding, Ulysse Nardin, Aktiengesellschaft, and Gornergrat Bahn. Outside of fund management, Meier lists walking, skiing and bio-agriculture as his main interests.

Objective

The fund invests in shares which have a strong position in their market over the long term and are suitable to sustainably benefit from the growth in emerging markets. The fund is only suitable for seasoned investors with experience in volatile investments who have in-depth knowledge of capital markets, wish to benefit selectively from market developments in specialised markets and are familiar with the specific opportunities and risks of these market segments.

Showing fund performance in Luxembourg View performance globally

Performance

Global Emerging Markets over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.3% -0.5% 0.6%
2016 2.7% -3.0% 5.7% 3.9% -3.5%
2015 -2.0% 16.8% -4.5% -12.2% 0.1%
2014 18.3% 1.4% 5.1% 7.2% 3.6%
2013 -3.5% 3.8% -4.2% -4.0% 1.0%
2012 26.6% 9.1% 0.9% 10.7% 3.8%
2011 -3.3% -6.9% 6.2% -5.9% 3.9%
2010 25.3% 4.1% 5.8% 4.4% 9.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Luxembourg
  4. Switzerland

Fund Info

  • Launch date11/12/2009
  • Share Class size14Mn
  • Base currencyCHF
  • ISIN LU0469452980

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.00%

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