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Metlife Akcji Rynkow Rozwinietych

Ranked 172 out of 191 in - European Small & Medium Companies over 36 months
All calculations are in USD unless stated

Managed by

Tomasz Adamus

Tomasz Karsznia

CFA and qualified investment adviser, Tomasz Karsnia is an equity portfolio manager at Metlife Poland. He has been with the firm since 2014 and prior to this was a senior manager at Erste Group Bank AG. Tomasz graduated from the Warsaw School of Economics with a degree in Finance and Banking and outside of work enjoys windsurfing and skiing.

Łukasz Siwek

Objective

The subfund invests at least 80% of its assets listed in shares of foreign subfunds that invest their assets primarily in equity securities of large global companies domiciled in, or exercising the predominant part of their economic activity in developed markets. Up to 20% of the fund's assets are invested in liquid assets. The investments are targeted to the specific geographic regions of North America, Western Europe (United Kingdom, Switzerland, Germany, France), as well as selected developed countries from other regions.

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

Performance

European Small & Medium Companies over : 31/12/2014 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 30.9% 9.4% 7.9% 2.7% 8.0%
2016 5.5% 8.4% -4.7% 7.8% -5.3%
2015 -9.0% 0.1% -1.6% -9.9% 2.5%
2014 0.2% 0.9% 3.0% -4.6% 1.1%
2013 14.7% 5.4% -2.7% 6.5% 4.9%
2012 24.7% 16.2% -8.9% 10.0% 7.1%
2011 -20.1% 4.5% 3.2% -28.4% 3.4%
2010 12.5% 3.6% -13.8% 21.5% 3.7%
2009 31.4% -9.5% 15.0% 25.0% 1.0%
2008 -64.1% -17.8% -4.1% -31.8% -33.3%
2007 2.9% 2.1% -11.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Poland

Fund Info

  • Launch date10/01/2007
  • Share Class size12Mn
  • Base currencyPLN

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

  • Annual management3.00%

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