Magna Umbrella Fund plc - Magna MENA Fund N Acc GBP

Name
Magna Umbrella Fund plc - Magna MENA Fund N Acc GBP
Manager
Fiera Capital (Europe) LTD
Type
Open Ended Investment Company
ISIN
IE00B3Q4PM35
Sector
Specialist
Launched
22/02/2011
OCF
2.21 %
Risk Rating
4
3 Year Sharpe
1.64
3 Year Alpha
19.50
Yield
0 %
Benchmark
S&P Pan Arab Composite TR EUR
The Magna MENA Fund seeks to achieve capital growth by investing in a diversified portfolio of MENA Securities.
Holding %
HumanSoft Holding Co KSCC 8.56 %
Merrill Lynch Intl 8.34 %
Saudi British Bank 5.39 %
NMC Health PLC 4.82 %
Samba Financial Group 4.81 %
Ahli United Bank BSC 4.77 %
United Electronics Co 4.23 %
Abu Dhabi Commercial Bank 4.18 %
National Bank of Kuwait SAK 4.01 %
The National Commercial Bank 3.84 %
Region %
Middle East 75.70 %
Latin America 8.88 %
United Kingdom 7.86 %
Africa 7.56 %
Sector %
Financial Services 44.97 %
Consumer Cyclical 19.59 %
Consumer Defensive 11.88 %
Healthcare 11.34 %
Industrials 6.36 %
Name
Fiera Capital (Europe) LTD
Address
NULL, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Dominic Bokor-Ingram
Joined 11/01/2017

Bokor-Ingram is currently a director and portfolio manager with Regent Fund Management (UK) Limited. Bokor-Ingram began his career in 1989 as a stockbroker at Olliff & Partners where he was involved with investment trust and closed-end fund research and sales. In 1992, he joined Buchanan Partners. In 1995, Bokor-Ingram left Buchanan to establish Regent Fund Management with several ex-Buchanan colleagues.

Stefan Böttcher
Joined 11/01/2017

Stefan Böttcher is German. Mr Böttcher has been head of the portfolio advisory team of Charlemagne Capital (UK) Limited in recent years. He joined Charlemagne Capital (UK) Limited in November 2001. He holds a degree in Business and Administration from the Fachhochschule der Deutschen Bundesbank (Central Bank of Germany). In 1999 he joined Schroders Investment Management Limited as Head of Emerging Markets (Eastern Europe, Med. Europe and Middle East) and in 2001 he was appointed an Executive Director. From 1990 to 1999 Mr Böttcher was with Fleming Investment Management Limited where in 1994 he was appointed Director and Head of the Emerging Europe Group. Prior to establishing the Emerging Europe Group team, Mr Böttcher led the European research effort. He began his career at W.I. Carr and Marcard, Stein & Co in London and Frankfurt, respectively.

Data provided by Morningstar.

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