Magna MENA R EUR
Managed by
Dominic Bokor-Ingram
Dominic Bokor-Ingram joined Charlemagne Capital in 2013, with responsibility for the OAKS Emerging and Frontier Opportunities Fund and the Magna New Frontiers Fund. He previously held a series of senior positions at Morgan Stanley, Goldman Sachs and Renaissance Capital. He began his career in financial services in 1989, specializing in emerging markets from 1992. Between 1995 and 2002 he worked for Regent Pacific, from which Charlemagne Capital was demerged. He is an economics graduate of the University of Exeter.
Stefan Böttcher
Stefan Böttcher joined Charlemagne Capital in 2001 as head of the portfolio advisory team, overseeing a marked growth in assets and resources. In 2009 he moved on to build Charlemagne’s frontier markets business. Prior to Charlemagne, he worked at Schroders where he was an executive director and head of emerging markets. He was previously at Flemings, where he set up and managed the emerging European desk. He holds a degree in Business and Administration from the Fachhochschule der Deutschen Bundesbank.
Objective
The Investment Objective of the Fund is to achieve capital growth by investing in the securities of the MENA (Middle East and North Africa) region. The MENA region presents significant opportunities to investors, as capital markets widen and deepen over time in an economically diverse area New vehicle, UCITS III structure with daily trading.
Performance
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Rank 4/44 Total Return
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Rank 18/44 Standard Deviation
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Rank 6/44 Max Drawdown
Fund Name | Currency | Return | |
---|---|---|---|
2 | EFG-Hermes Egypt Fund A Class | USD | 46.3% |
3 | Al Mal MENA Equity | USD | 30.9% |
4 | Magna MENA R EUR | USD | 29.7% |
5 | CompAM Fund - Eq Africa & Middle East A EUR | USD | 28.3% |
6 | Lazard MENA Inst USD Acc | USD | 27.9% |
View full league table |
Fund Name | Currency | Risk | |
---|---|---|---|
16 | Makaseb Arab Tigers MATF | USD | 8.0 |
17 | SC GCC Equities Fund A | USD | 8.3 |
18 | Magna MENA R EUR | USD | 8.6 |
19 | Lazard MENA Inst USD Acc | USD | 8.6 |
20 | Milltrust SEDCO MENA A | USD | 8.7 |
View full league table |
Fund Name | Currency | Loss | |
---|---|---|---|
5 | Lazard MENA Inst USD Acc | USD | -1.9% |
6 | Magna MENA R EUR | USD | -2.2% |
7 | EFG-Hermes Egypt Fund A Class | USD | -2.2% |
8 | BG Selection Africa & Middle East Equities A EUR | USD | -2.3% |
View full league table |
Total Return
Quarterly Performance
to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|---|
2018 | 12.0% | ||||
2017 | 26.2% | 9.0% | 12.3% | 1.7% | 1.4% |
2016 | 12.7% | -1.4% | 8.7% | -6.0% | 11.9% |
2015 | 0.6% | 4.9% | 8.7% | -7.8% | -4.3% |
2014 | 22.4% | 18.4% | 2.2% | 18.5% | -14.7% |
2013 | 42.2% | 8.8% | 7.4% | 11.2% | 9.4% |
2012 | 7.7% | 13.5% | -8.3% | 3.3% | 0.3% |
2011 | 2.1% | -9.7% | 2.4% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- Austria
- Denmark
- Finland
- France
- Germany
- Ireland
- Luxembourg
- Netherlands
- Spain
- Switzerland
- United Kingdom
Fund Info
- Launch date22/02/2011
- Share Class size53Mn
- Base currencyEUR
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ISIN IE00B3NMJY03
Purchase Info
- Min. initial investment5,000
- Min. regular additional investment0
Charges
- Annual management1.95%
- Initial investment1.95