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BMO Emerging Markets Series A

Ranked 606 out of 655 in - Global Emerging Markets over 12 months
All calculations are in USD unless stated

Managed by

Damian Bird

Damian Bird joined LGM in 2015 as an Asian equity Portfolio Manager and became Co-Portfolio Manager for the group's Global Emerging Markets mandates in July 2016. Damian spent more than five years at Arisaig Partners, including two years in Singapore where he focused on Asian and Eastern European consumer equities. In January 2011 he relocated to Cape Town where he spent three and a half years as a key decision maker in the asset allocation process for the US$1 billion Arisaig Africa Consumer Fund. Prior to LGM, Damian was a Portfolio Manager at Infusive Asset Management, where he launched and managed the Infusive Consumer Alpha Global Leaders Fund, a long-only equity fund that invests globally in the consumer sector. Damian holds a BA Honours in Economics and History from Oxford University and is a CFA Charterholder.

Irina Hunter

Irina Hunter is a portfolio manager at LGM Investments, a position she has held since 2007. She previously spent five years working for AGF Funds as an associate portfolio manager. Irina is co-manager of an emerging markets equities fund for LGM and adopts an active approach to investing, favouring high returning, sustainable business models which benefits from secular growth. She has studied in both England and Russia, and holds an MBA, as well as a bachelor's degree in Finance and Banking.

Rasmus Nemmoe

Rasmus Nemmoe is lead portfolio manager for LGM's emerging markets equities strategies‎, where he has worked since moving from Bank Invest in 2012. Nemmoe adopts an active approach to investing, favouring high returning, sustainable business models which benefits from secular growth. Prior to joining LGM, Nemmoe spent four years at Bank Invest as a portfolio manager, and has also worked as an analyst at Nordic Venture Partners. He holds a Master's in Applied Economics and Finance as well as a Bachelor degree in Computer Science.

Objective

This fund's objective is to increase the value of your investment over the long term by investing in companies located in countries undergoing rapid industrialization. It invests primarily in equities of companies in emerging countries like Brazil, Chile, Greece, India, Malaysia, Mexico, Pakistan, South Africa, South Korea, Taiwan and Turkey. It may also invest in fixed income securities.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global Emerging Markets over : 31/07/2016 - 31/07/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 13.8% 8.7%
2016 5.4% 8.4% 4.5% 3.9% -10.4%
2015 -14.4% 0.4% -3.3% -11.8% 0.0%
2014 3.9% 1.1% 5.2% 0.0% -2.3%
2013 -7.8% 2.3% -6.7% -0.8% -2.6%
2012 22.9% 18.3% -5.6% 4.8% 5.1%
2011 -22.1% -1.2% -0.4% -23.9% 4.0%
2010 24.3% 4.4% -8.8% 20.9% 8.0%
2009 72.9% 1.1% 29.6% 19.9% 10.1%
2008 -57.7% -11.8% 0.5% -31.0% -30.8%
2007 35.9% 2.3% 13.5% 12.9% 3.8%
2006 27.4% 12.1% -6.4% 4.4% 16.3%
2005 28.8% 1.5% 3.8% 16.3% 5.2%
2004 24.1% 9.1% -10.2% 8.2% 17.0%
2003 51.9% -6.4% 23.1% 14.9% 14.8%
2002 -8.4% 11.3% -10.3% -16.2% 9.5%
2001 -11.0% -9.8% 6.9% -22.6% 19.2%
2000 -31.7% 1.6% -14.3% -14.6% -8.1%
1999 70.4% 3.8% 24.9% -1.6% 33.7%
1998 -33.2% 6.9% -21.6% -27.2% 9.4%
1997 -2.4% 10.6% 10.0% -2.8% -17.4%
1996 4.9% 5.8% 2.0% -3.1% 0.2%
1995 -3.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date03/10/1994
  • Share Class size620Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management2.00%

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