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Alquity SICAV-Alquity Future World M USD

Ranked 59 out of 59 in - Global Emerging Markets over 12 months
All calculations are in USD unless stated

Managed by

Roberto Lampl

Roberto Lampl has over 20 years of experience in investment management. Prior to joining Alquity, he was head of Latin American equities at Baring Asset Management and in 2011 became head of global emerging market equity funds. In the past he has managed Latin American and emerging markets funds at ABN Amro, FMO (the Netherlands Development Finance Corporation), and ING Investment Management, and has worked in both the United States and Europe.

Mike Sell

London-based Mike Sell is head of Asian Investments at Alquity Investment Management having joined the group in January 2014 from F&C where he was director of emerging market equity. He was a partner at Thames River Capital until 2011, and prior to that was an emerging market equity director at Baring Asset Management. Mike graduated from the University of Southampton with a degree in Economics.

Objective

The sub-fund will primarily focus on companies that will benefit from the long term growth opportunities in the frontier and emerging markets. This will include investing in frontier markets, small and mid-cap companies, as well as large-cap companies where the manager identifies unrecognized investment opportunities. The investment process of the sub-fund encompasses the consideration of environmental, social and governance (ESG) factors.

Showing fund performance in Hong Kong View performance globally

Performance

Global Emerging Markets over : 31/05/2016 - 31/05/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 9.4%
2016 0.6% -1.2% 5.0% 4.2% -7.0%
2015 -10.8% -1.4% -2.7% -10.1% 3.5%
2014 -1.5% -3.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Hong Kong
  2. Luxembourg
  3. Netherlands
  4. Singapore
  5. Sweden
  6. United Kingdom

Fund Info

  • Launch date05/06/2014
  • Share Class size05Mn
  • Base currencyUSD
  • ISIN LU1049769307

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment0

Charges

  • Annual management1.90%

Related News

Africa chief exits UK boutique after EM team revamp

London-based group announces spate of changes with Citywire + rated manager's fund to be managed by head of Latin America.

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