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BMO LGM Global Em Mkts Growth and Income B USD Acc

Ranked 440 out of 654 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.

Rishikesh Patel

Rishikesh Patel holds a post-graduate degree in Finance and Management from Jamnalal Bajaj Institute of Management Studies, Mumbai, and graduated in Commerce from Narsee Monjee College of Commerce & Economics, Mumbai. Before joining LGM in 2006, he worked with ICICI Securities and General Electric. During Rishi's two years at ICICI Securities he was an analyst researching the IT, Real Estate and Cement sectors. Rishi was at General Electric for almost three years and worked across five GE businesses. Since joining LGM he has researched Indian stocks and advised on the company's Indian mandates. Rishikesh relocated to the London office in October 2014 and became Co-Portfolio Manager and then Lead Portfolio Manager for the Global Emerging Markets mandates in March and July 2016, respectively.

Objective

The Fund aims for long-term capital growth through investment in an actively managed portfolio, primarily invested in equity and equity-related securities of companies in emerging markets worldwide, with the potential for capital appreciation and a growing stream of dividends.

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

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 15.3% 8.9% 2.3%
2016 5.3% 7.8% 5.2% 3.2% -10.1%
2015 -11.6% 2.0% -3.2% -11.3% 1.0%
2014 8.5% 2.5% 6.2% 1.0% -1.3%
2013 -8.0% 3.0% -6.1% -2.2% -2.7%
2012 18.6% 13.8% -5.9% 5.6% 4.8%
2011 -14.9% -0.5% 1.6% -19.5% 4.7%
2010 22.8% 2.9% -5.5% 18.7% 6.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
Wal Mart de Mexico SAB de CV ORD 4.74
Bank Mandiri (Persero) Tbk PT ORD 4.69
ITC Ltd ORD 4.34
Universal Robina Corp ORD 4.18
Bank Rakyat Indonesia (Persero) Tbk PT ORD 4.12
ICICI Bank Ltd ORD 3.73
Mr Price Group Ltd ORD 3.68
Yes Bank Ltd ORD 3.52
Yum China Holdings Inc ORD 3.44
Vietnam Dairy Products JSC ORD 3.13
30/06/2017

Registered For Sale In

  1. Austria
  2. Denmark
  3. Finland
  4. France
  5. Germany
  6. Ireland
  7. Italy
  8. Netherlands
  9. Sweden
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date23/10/2009
  • Share Class size18Mn
  • Base currencyUSD
  • ISIN IE00B3BNMF79

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0

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