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Aberdeen Emerging Opportunities

Ranked 666 out of 843 in - Global Emerging Markets over 12 months
All calculations are in USD unless stated

Managed by

Devan Kaloo

Devan Kaloo graduated with an MA in Management and International Relations from the University of St Andrews and an MSc in Investment Analysis from the University of Stirling. Devan is currently the head of global emerging markets at Aberdeen Asset Management and is responsible for the London-based team. He joined Aberdeen in 2000 where he started on the Asian portfolio team before taking on emerging market mandates.

Objective

To provide investors with high capital growth over the medium to long term (3-5 years) by seeking exposure to emerging stock markets worldwide or companies with significant activities in emerging markets. The Fund is generally fully invested in emerging market equity securities. The fund is a high conviction actively managed emerging market equity portfolio built using a bottom-up approach with little reference to a benchmark. It invests primarily in a concentrated portfolio of around 40-70 emerging market listed securities with the potential for capital growth and increased earning potential.

Performance

Global Emerging Markets over : 30/06/2016 - 30/06/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 11.3% 5.5%
2016 11.2% 8.1% 3.7% 5.2% -5.7%
2015 -14.1% 3.0% -2.0% -15.2% 0.4%
2014 -1.4% 1.3% 6.7% -4.1% -4.9%
2013 -7.3% 0.6% -9.1% 2.4% -1.1%
2012 26.3% 15.2% -4.3% 7.6% 6.5%
2011 -11.5% -0.1% 2.0% -17.1% 4.9%
2010 28.8% 5.3% -3.8% 20.1% 5.9%
2009 81.8% -3.4% 41.7% 22.7% 8.3%
2008 -42.1% -7.5% 0.7% -18.7% -23.5%
2007 32.4% 3.9% 11.5% 9.7% 4.3%
2006 27.0% 11.7% -10.0% 8.0% 17.0%
2005 28.7% 0.9% 6.2% 18.5% 1.4%
2004 7.9% 15.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia
  2. New Zealand

Fund Info

  • Launch date30/06/2004
  • Share Class size1,121Mn
  • Base currencyAUD
  • ISIN AU60ETL00329

Purchase Info

  • Min. initial investment20,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment0

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