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Merian Pacific Equity A USD

Rang 144 von 157 in - Aktien - Asien/Pazifik ex. Japan über 12 Monate
All calculations are in EUR unless stated

Verwaltet von

Amadeo Alentorn

Amadeo Alentorn joined Old Mutual in 2005. He is a fund manager in the global equities team, and is also responsible for directing the quantitative research programme. He has extensive experience in investment, quantitative research and software development. Prior to joining Old Mutual, he developed simulation models for systemic and liquidity risk at the Bank of England (2004-2005), and worked as a software developer for CAD systems (2001-2004) and for robotic applications (1998-1999). Amadeo holds a BEng in Robotics (2000) from the University of Plymouth, an MSc in Computer Science (2001) and a PhD in Computational Finance (2006) from the University of Essex. During his doctoral research he developed a new option pricing model based on extreme value theory. He is a CFA charterholder.

Ian Heslop

Ian Heslop was born in South Shields in the United Kingdom in the early seventies. He holds a BA in chemistry from Oxford University and a PhD in medicinal chemistry from Edinburgh University. He started his career in the financial industry in 1997 when he joined Barclays Global Investors. After three years he then joined Old Mutual Asset Management is currently head of quantitative strategies. Ian is a member of ASIP and outside of fund management he likes to unwind by playing squash and football.

Mike Servent

Mike Servent joined OMGI in November 2004 from Barra International where he was a senior consultant specialising in the implementation of multi asset-class risk systems. Prior to this he spent five years with COR Risk Solutions, which developed optimisation, backtesting and modelling software. At COR he worked as commercial development manager as well as undertaking research projects with various clients. Mike has an MA in physics from Oxford University.

Anlageziel

The objective of the Fund is to seek to achieve asset growth through investment in a well-diversified portfolio of securities of Pacific region issuers or of issuers established outside the Pacific region which have a predominant proportion of their assets or business operations in the Pacific region. It is not proposed to concentrate investments in any one industry or sector.

Performance

Aktien - Asien/Pazifik ex. Japan über : 31.10.2017 - 31.10.2018
  • Rangfolge 144/157 Gesamtertrag
  • Rangfolge 145/157 Standardabweichung
  • Rangfolge 148/157 Maximaler Verlust
Fondsname Currency Risiko
143 Invesco Asian Equity Fund A EUR Hgd-AD

Währungsrisiko ist abgesichert

Währungsrisiko ist abgesichert

EUR

14,8

144 Waverton Asia Pacific A USD EUR

14,9

145 Merian Pacific Equity A USD EUR

15,1

146 Merian Asian Equity Income A USD EUR

15,3

147 Melchior Asian Opportunities B1 EUR EUR

15,4

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 30.09.2018 Jährlich Q1 Q2 Q3 Q4
2018 -9,2% -0,5% -2,4%
2017 19,5% 12,6% -6,0% 0,7% 12,1%
2016 11,9% -7,5% 4,5% 10,2% 5,1%
2015 -2,7% 16,3% -2,8% -19,5% 7,0%
2014 25,5% -0,9% 7,9% 8,8% 7,9%
2013 -7,3% 3,2% -8,1% 0,6% -2,9%
2012 20,3% 7,5% -0,7% 13,8% -1,0%
2011 -8,2% -4,9% -1,4% -7,3% 5,5%
2010 29,9% 6,3% 5,2% 6,9% 8,7%
2009 49,4% 1,8% 21,2% 15,2% 5,1%
2008 -38,1% -13,7% -4,4% -9,3% -17,2%
2007 25,9% 5,3% 10,4% 7,4% 0,8%
2006 15,8% 2,5% -5,0% 7,4% 10,8%
2005 38,2% 5,6% 12,9% 9,7% 5,8%
2004 13,8% 10,6% -6,5% 5,1% 4,8%
2003 14,4% -10,3% 11,6% 8,6% 5,2%
2002 -22,4% 9,5% -15,4% -15,1% -1,3%
2001 0,5% -2,4% 5,8% -24,5% 29,0%
2000 -14,0%

Monatliche Performance

Rendite vs Risiko

Portfoliostruktur

Zusammensetzung

30.09.2018

Top 10 Positionen

Aktien Größe
Tencent Holdings Ltd ORD 3,16%
Samsung Electronics Co Ltd ORD 2,57%
Taiwan Semiconductor Manufacturing Co Ltd ORD 2,47%
Alibaba Group Holding Ltd DR 2,37%
CSL Ltd ORD 2,26%
Baidu Inc DR 2,08%
SK Hynix Inc ORD 1,78%
Taekwang Industrial Co Ltd ORD 1,44%
Momo Inc DR 1,42%
United Overseas Bank Ltd ORD 1,42%
30.09.2018

Zum Verkauf zugelassen in

  1. Österreich
  2. Chile
  3. Dänemark
  4. Finnland
  5. Frankreich
  6. Deutschland
  7. Hong Kong
  8. Irland
  9. Luxemburg
  10. Macau
  11. Niederlande
  12. Norwegen
  13. Singapur
  14. Spanien
  15. Schweden
  16. Schweiz
  17. Taiwan
  18. Vereinigtes Königreich

Information über den Fonds

  • Starttermin13.09.2000
  • Größe der Anteilsklasse81Mn
  • BasiswährungUSD
  • ISIN IE0005264431

Kaufinformation

  • Mindestanlage (initial)1.000
  • Mindest regelmäßige Zusatzinvestition0

Gebühren

  • Jährliche Verwaltungsgebühr1,50%
  • Ausgabeaufschlag5,00%

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