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Lazard MENA Inst USD Acc

Rang 1 von 11 in - Aktien - Mittlerer Osten & Nordafrika über 12 Monate
All calculations are in EUR unless stated

Verwaltet von

Fadi Al-Said

Born in Amman in Jordan and now based in Dubai, Fadi Al-Said is a Senior Investment Manager and Head of Investments at ING Investment Management. Al-Said joined ING in 2008 after a varied career, having previously worked for the National Bank of Dubai, Damac Invest, Bank Al-Jazira and Arab Bank. Al-Said runs the ING Middle East and Africa Fund, which holds MENA equities. The fund is managed with a bottom-up and value-based approach, with Al-Said seeking defensive growth. Al-Said is a CFA Charter Holder, and holds degrees in Economics, Management and Finance. In his spare time, he enjoys golf and football.

Walid Mourad

Walid Mourad is a portfolio manager/analyst on Lazard's Middle East North African Equity team. He began working in investment in 2003. Prior to joining Lazard in 2014, he was a portfolio manager and senior investment analyst at ING Investment Management Middle East, co-managing the ING MENA fund. Previously, Mourad was a regional equity analyst at NBD Investment Bank’s Asset Management division, responsible for the coverage of KSA, UAE, Qatar, Jordan and Lebanon. Prior to that, Mourad worked as a management consultant for one of the top consulting companies in Lebanon. He holds a master's honours degree in economics from the Saint Joseph University in Lebanon.

Anlageziel

The Fund will pursue its objective primarily by investing in equities (shares) of companies that are domiciled, incorporated, listed or do significant business in MENA Countries (i.e. the countries of the Middle East and North Africa region). Companies that derive 30% or more of their net assets and/or revenues from MENA Countries will be considered to do significant business in those countries.

Performance

Aktien - Mittlerer Osten & Nordafrika über : 30.04.2017 - 30.04.2018
  • Rangfolge 1/11 Gesamtertrag
  • Rangfolge 10/11 Standardabweichung
  • Rangfolge 2/11 Maximaler Verlust

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 31.03.2018 Jährlich Q1 Q2 Q3 Q4
2018 4,9%
2017 11,4% 5,1% -1,1% 2,0% 5,0%
2016 19,1% -4,4% 5,1% -1,7% 20,5%
2015 -0,3% 15,4% 3,4% -10,9% -6,2%
2014 19,5% 11,1% 1,0% 22,4% -13,0%
2013 7,6%

Monatliche Performance

Rendite vs Risiko

Zum Verkauf zugelassen in

  1. Österreich
  2. Deutschland
  3. Irland
  4. Schweiz
  5. Vereinigtes Königreich

Information über den Fonds

  • Starttermin03.07.2013
  • Größe der Anteilsklasse07Mn
  • BasiswährungUSD
  • ISIN IE00B7YD8J82

Kaufinformation

  • Mindestanlage (initial)500.000
  • Mindest regelmäßige Zusatzinvestition10.000

Gebühren

  • Jährliche Verwaltungsgebühr1,00%

Performance bezieht sich auf die gezeigte Laufzeit (Monatsende bis Monatsende, Angebotspreis/Angebotspreis, Brutto-Erträge reinvestiert, in angezeigter Währung/angezeigten Währungen berechnet)