Factsheet: F&C Emerging Markets 2

Name
F&C Emerging Markets 2
Manager
BMO (F&C Management Ltd)
Type
Open Ended Investment Company
ISIN
GB00B5463542
Sector
Global Emerging Markets
Launched
26/06/2009
OCF
0.94 %
Risk Rating
2
3 Year Sharpe
0.77
3 Year Alpha
3.15
Yield
0.9 %
Benchmark
MSCI EM GR GBP
The objective of the Fund is to exploit opportunities for capital growth provided by investment in the world’s less developed countries. The portfolio will comprise ordinary shares of companies of those countries and may include investment in funds and schemes, which in turn invest in those countries or certificates representing securities in those countries.
Holding %
PT Bank Mandiri (Persero) Tbk 5.56 %
Yum China Holdings Inc 5.28 %
Wal - Mart de Mexico SAB de CV Class V 4.79 %
Sands China Ltd 4.78 %
Magnit PJSC GDR 4.42 %
Universal Robina Corporation 3.90 %
ITC Ltd 3.76 %
Commercial International Bank (Egypt) SAE GDR 3.72 %
Yes Bank Ltd 3.72 %
HDFC Bank Ltd 3.69 %
Region %
Asia - Emerging 46.00 %
Latin America 18.40 %
Asia - Developed 14.20 %
Africa 11.89 %
Europe - Emerging 6.03 %
Sector %
Financial Services 42.18 %
Consumer Defensive 38.84 %
Consumer Cyclical 14.95 %
Name
BMO (F&C Management Ltd)
Address
United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Rishikesh Patel
Joined 03/01/2016

Rishikesh joined LGM in 2006 as a Research Analyst for the Indian equity market. Since 2014 he has been lead portfolio manager on our Indian mandates. Before joining LGM in 2006, he worked with ICICI Securities and General Electric. During Rishikesh's two years at ICICI Securities he was an analyst researching the IT, Real Estate and Cement sectors. Rishikesh was at General Electric for almost three years and worked across five GE businesses.

Irina Hunter
Joined 06/01/2015

Irina Hunter is a Co-Portfolio Manager. She began her career in financial services in 1992. From 1994 to 1998 she worked as Vice President for The US Russia Investment Fund, a private equity investment fund in Moscow. After working in mergers and acquisitions in Canada and Russia, she joined AGF Funds Inc. in 2002, based in Toronto as a Global Equity Analyst, and later Associate Portfolio Manager. Irina joined Lloyd George Management in 2007. Irina has an MBA from the University of Rochester and a Bachelor Degree in Finance and Banking from the Moscow Finance Academy.

Rasmus Nemmoe
Joined 06/01/2015

Mr. Nemmoe, CFA, was previously with BankInvest in Copenhagen, where he was a portfolio manager for Asia ex Japan equities for four years. Prior to this he was a portfolio manager of the BankInvest Consumer Fund focusing on consumer discretionary and staples equities across both Developed and Emerging Markets. Rasmus spent two years as an analyst focusing on information technology and telecom at Nordic Venture Partners. Rasmus joined LGM Investments in April 2012 and is the lead portfolio manager for our Global Emerging Markets strategy.

Data provided by Morningstar.

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