Fonds en actions marchés émergents globaux - Investir.ch

Classement alphabétique par société de gestion (performances calculées hors frais de gestion, dans la devise de référence). Société de gestion. Fonds (1).
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Fonds en actions marchés émergents globaux Devise de référence des fonds : USD Classement à fin 04.2017

Classement alphabétique par société de gestion (performances calculées hors frais de gestion, dans la devise de référence) Société de gestion

Nombre de fonds par catégorie de performance

Fonds

(1)

Catégorie Morningstar

CHF

(3)

AUM

(2)

Performance exceptionnelle Très bonne performance Meilleure que la moyenne Moins bonne que la moyenne Performance faible

Performance très faible Nombre de fonds Moyenne des fonds Indice de référence

24 MSCI EM (NR) USD

AB (AllianceBernstein) AB (AllianceBernstein) AB (AllianceBernstein) Aberdeen Asset Management Allianz Global Investors American Century Amundi Amundi Amundi Artemis Aviva AXA Baillie Gifford Baring BlackRock BlackRock BlackRock BlackRock BMO BMO BNP Paribas BNP Paribas Capital Group Caso Charlemagne Capital Columbia Threadneedle Comgest Coronation Credit Suisse Credit Suisse Credit Suisse Credit Suisse Credit Suisse Credit Suisse Danske Invest Degroof Petercam Delaware Deutsche Asset Management Deutsche Asset Management Eastspring Investments Eaton Vance Edmond De Rothschild Fidelity Fidelity

AB FCP I Emerging Markets Growth Port AB FCP II Emerging Markets Value Port AB SICAV I Emerging Markets Equity Port Aberdeen Global Emerging Markets Equity Allianz GEM Equity High Dividend AM Century SICAV- Em Mkt Eq B USD Amundi Fds Equity Emerging Focus Amundi Fds Equity Emerging World Amundi IS MSCI Emerging Markets Artemis Global Emerging Markets Fund Aviva Investors Emerging Mkts Eq Inc Fd AXA WF Framlington Emerging Markets Baillie Gifford WW Em Mkts Horizon Fd Baring Glbl Emer Markets BGF Emerging Markets Equity Income Fund BGF Emerging Markets Fund BlackRock Emerging Markets Equity Idx Fd BlackRock ISF Emerg Mkts Idx Sub-Fund BMO LGM Global Emerg Mkts Gr and Inc Fd F&C BMO Responsible Global Emerg Mkts Eq Parvest Equity World Em Low Volatility Parvest Equity World Emerging Capital International Emerging Mkts Fd POLUNIN FUNDS – DEVELOPING COUNTRIES Charlemagne Magna Emerging Markets Div Threadneedle Global Emerging Mrkts Eq Fd Comgest Growth Emerging Markets Coronation Global Emerging Markets CS (Lux) Global Emerging Market ILC Eq CS (Lux) Multimanager Emerg Mkts Eq CSIF (CH) Emerging Markets Index Blue CSIF (Lux) Equities Em Mkts CSIF (Lux) Equities Em Mkts Min Vol Finreon Emerging Markets Eq IsoPro® Danske Invest Global Emerging Markets Select Equities Emerging Multi Mgmt Delaware Invmts Em Mkts Deutsche Invest I Emerging Mkts Top Div Deutsche Invest I Global Emerg Mkts Eqs Eastspring Inv Global Emerg Mkts Dyn Fd Eaton Vance Parametric Emerging Mrkts Fd EdRF - Global Emerging Fidelity Emerging Markets Fund Fidelity FAST Emerging Markets Fund

1,109 Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global

Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging

Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets

© Parallax Advisors

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756 236 135 6,372 103 126 612 1,550 333 102 1,681 456 103 371 488 529 488 9,986 417 124 126 905 1,147 331 359 908 5,532 513 294 246 4,802 499 327 166 633 283 448 188 832 467 725 299 4,644 1,504

2017

2016

4 15 46 44 21

2 17 55 37 15

Performances annuelles 2015 2014 3 18 37 47 18

5 12 42 47 13

2013

2012

6 10 33 48 15

4 10 30 35 14

2

5

2

2

0

1

132 14.61 13.88

131 10.38 11.19

125 -13.08 -14.92

121 -0.61 -2.19

112 0.55 -2.60

94 19.62 18.22

16.08 13.50 15.45 14.10 14.49 15.76 13.98 13.80 13.73 13.88 11.23 16.89 19.64 17.95 17.21 17.09 14.46 14.63 18.78 19.92 12.01 13.89 16.02 16.42 14.50 14.28 15.37 16.04 16.39 15.33 13.80 13.74 10.21 12.28 13.52 14.99 19.83 10.83 13.97 11.49 12.07 18.50 16.24 14.40

7.75 15.57 9.06 12.85 19.65 4.84 6.09 9.74 10.17 15.04 7.13 5.14 6.05 5.02 14.95 9.16 11.19 11.62 6.11 9.35 5.18 10.67 10.50 20.12 10.42 6.12 6.70 15.13 13.10 6.02 8.67 11.02

-10.25 -15.77 -6.97 -13.27 -10.84 -7.20 -8.77 -10.60 -15.21

2.63 1.76

2.64 -6.26

20.51 17.01

-0.39 -6.27 0.95 3.60 0.84 -3.02

-6.41 0.71

25.60 12.83

0.79 -1.72

19.51 15.79

-15.27 -8.56

-1.54 -2.31

-2.83 -3.15

16.40 19.72

-7.52 -14.58 -18.52 -14.96 -14.79 -10.96 -13.29 -17.69 -12.95 -15.08 -15.18 -17.04 -15.12 -9.47 -20.57 -17.33 -9.42 -16.82 -14.97

-1.52 -1.47 -1.09 -1.79 -1.89 9.33 -0.92 -3.27 -2.92 -6.31 5.87 -4.88 -1.43 4.43 -6.93 -0.46 -2.29 -4.50 -2.04

-4.95 1.58 -1.31 -3.37 -2.06 -7.32 -6.01 -0.66 -4.23 1.63 7.29 7.22 5.11 9.05 15.14 0.58 0.57 -3.92

15.81 29.84 18.64

10.57 12.48 6.76 15.53 4.96 11.87 19.85 12.60 5.82 0.02 -1.35

-17.20 -13.15 -15.06 -12.94 -13.59 -10.19 -16.47 -16.70 -9.47 -5.46 -6.49

-2.01 -1.21 -1.83 -6.69 1.11 -1.15

-5.91 -2.08 13.12 -4.29 -3.34

27.25 15.68 15.55 17.46 8.60

-3.57 -0.52 0.56 0.03

2.47 3.54 12.40 18.63

20.08 15.19 17.25 24.75

19.32 19.50 19.67 19.04 14.10 21.20 27.95 19.73 15.02 28.80 15.12

1

(1)

Société de gestion

Fonds

Fidelity First State Fisher Investments Fisher Investments Franklin Templeton FundRock FundRock GAM GAM Gerifonds Goldman Sachs Goldman Sachs Goldman Sachs Goldman Sachs Henderson Heptagon Hermes Fund Managers HSBC HSBC Investec J O Hambro J. Safra Sarasin Janus JPMorgan JPMorgan JPMorgan JPMorgan Lazard Lazard Lazard LGT Lombard Odier M&G Man Group Man Group MDO Management Morgan Stanley Morgan Stanley MultiConcept MultiConcept Neuberger Berman NN IP Nordea Nordea Old Mutual Pictet Pictet Pictet Pictet Pictet Polar Capital RAM RBC Robeco Robeco Robeco Robeco Russell Investments Russell Investments Schroders Schroders Schroders SKAGEN

Fidelity Institutional Emerg Mkts Eq Fd Stewart Investors Glb EmgMkt Leaders Fisher Invts Instl Emerg Mkts Eq Fisher Invts Instl Emerg Mkts Eq ESG Fd Templeton Emerging Markets Fund William Blair SICAV Emerg Mkts Gr William Blair SICAV Emerg Mkts Ldrs JB EF Emerging Equity Fund JB Equity Glbl Excell EM BCV Global Emerging Equity Goldman Sachs N-11 Equity Port GS Emerging Markets CORE Equity Port GS Emerging Markets Equity Portfolio GS II GMS Emerging Markets Equity Henderson Gartmore Emerging Markets Fund Driehaus Emerging Markets Equity Fund Hermes Global Emerging Mkts HSBC GIF Economic Scale Index GEM Equity HSBC GIF Global Emerging Markets Equity Investec GSF Emerg Mkts Eq JOHCM Global Emerging Markets Opps Fund JSS EmergingSar - Global Janus Emerging Markets JPM Emerging Markets Diversified Eq Fd JPM Emerging Markets Dividend Fund JPM Emerging Markets Equity Fund JPM Emerging Markets Opportunities Fund Lazard Developing Markets Equity Fund Lazard Emerging Markets Core Equity Fund Lazard Emerging Markets Equity Fund LGT Select Equity Emerging Markets (USD) LO Funds Emerging Equity Factor Enhanced M&G Global Emerging Markets Fund Man GLG Unconstrained Emerging Equity Man Numeric Emerging Markets Equity RWC Global Emerging Markets MS INVF Emerging Leaders Equity Fund MS INVF Emerging Markets Equity Fund Oaktree (Lux.) Funds - Em Mkts Eq Fd White Fleet OLZ Efficient World® E.M. Eq Neuberger Berman Emerging Markets Eq NN (L) Emerging Markets High Dividend Nordea 1 - Emerging Stars Equity Fund Nordea 1 - Stable Emerging Markets Eq Old Mutual Global Emerging Markets Fund Pictet CH I-Em Mkts Tracker Pictet-Emerg Markets Pictet-Emerg Mkts Index Pictet-Emerging Markets High Dividend Pictet-Emerging Markets Sustainable Eq Polar Capital Emerging Markets Inc Fd RAM (Lux) Sys Emg Mkts Equities RBC Funds (Lux) Emerging Markets Eq Robeco Emerging Markets Equities Robeco Emerging Stars Equities Robeco QI EM Active Equities Robeco QI Emerging Conservative Equities Acadian Emerging Markets Equity UCITS Russell Inv Emerging Markets Equity Fund Schroder ISF Emerging Markets Schroder ISF Glbl Emerg Mkt Opp Schroder ISF QEP Glbl Emerg Mkts SKAGEN Kon-Tiki

Catégorie Morningstar

CHF

(3)

AUM

(2)

2017 Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global

Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging

Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets

© Parallax Advisors

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560 1,203 2,329 483 710 376 288 251 305 183 311 741 2,010 323 227 165 2,236 446 204 1,543 283 127 142 493 386 4,941 2,103 92 123 1,252 659 160 2,618 113 231 256 399 2,168 187 95 309 391 2,385 1,780 240 2,778 434 894 88 152 347 2,792 285 977 732 552 4,602 271 3,788 3,085 629 890 3,896

16.27 11.83 14.86 14.87 15.78 17.83 15.63 17.00 12.34 12.75 12.67 13.97 16.96 13.36 13.86 14.65 17.83 11.00 14.80 14.49 16.66 11.42 15.01 15.76 10.66 16.68 14.78 17.35 14.77 12.57 15.69 12.90 13.03 14.16 16.02 13.30 14.83 15.30 14.30 11.35 15.97 12.74 16.56 10.78 14.27 13.83 11.54 13.81 10.24 12.41 13.59 11.99 15.04 15.34 13.22 16.77 13.67 16.60 14.70 15.37 14.34 12.51 15.98

2016 0.02 8.07 5.85 4.50 18.61 2.94 3.25 13.91 5.25 13.83 -4.41 12.99 7.61 11.81 11.07 8.54 9.05 19.73 14.42 7.12 5.86 13.99 6.99 12.15 17.53 15.28 11.24 15.48 4.13 21.63 14.21 5.24 17.59 6.08 18.36 24.41 2.20 6.99 15.66 8.42 11.27 16.37 7.36 10.64 5.34 10.99 15.90 10.95 14.35 11.61 10.94 7.35 6.22 13.67 14.31 17.80 9.45 14.09 15.17 10.95 10.37 15.72 11.72

Performances annuelles 2015 2014

2013

2012

-5.28 -8.81 -9.53

0.43 3.15 2.07

13.56 2.42 5.09

18.19 26.89 14.68

-18.46 -14.21 -13.18 -12.21 -8.99 -13.08 -15.23 -9.62 -4.29 -14.13 -10.48 -13.65 -5.37 -19.37 -16.90 -15.06 -8.45 -17.12 -12.23 -13.42 -21.07 -15.08 -16.80 -12.06 -10.38 -19.36 -16.06 -19.33 -14.48

-6.48 4.14 3.59 -1.66

0.32 2.61 0.56 7.86

13.34 22.60 21.95

-0.20 0.08 0.16 2.68 -2.68 -0.77 -3.60 3.35 1.46 0.38 -1.33 1.08 -2.79 -4.04 -4.36 1.06 0.09 -0.69 -12.47 -1.63 -3.60 1.34 -4.35 -7.32

-5.07 0.76 0.11 -0.83 0.16 -0.03 9.37 10.84

18.09 23.66 25.97 18.00

-8.41 3.72 5.35 -7.31 -1.33 -1.47 0.24 -3.80 -1.77 -2.09 3.12 -0.25 -1.08 -7.74 1.84

22.54 19.65 11.22 23.80 13.72 18.85

-6.54 -9.68 -19.36 -15.47 -10.53 -18.11 -12.42 -12.81 -10.25 -15.05 -15.97 -15.12 -18.13 -18.06 -17.77 -10.95 -7.38 -12.36 -14.13 -20.46 -15.22 -15.81 -14.93 -11.74 -12.58 -18.69 -14.68

-1.37 -3.25 -5.69 1.04 -2.32 -3.24 7.82 4.32 4.02 -2.59 -1.27 -2.72 -3.29 1.85 0.59 2.17 9.75 0.19 1.50 -0.60 2.44 5.75 0.13 -2.81 0.02 -0.37 -7.85

4.88 1.46 -4.84 2.11 -1.55 2.47 4.11 6.31 -2.79 -0.15 -2.99 -1.12 -3.44 -0.91 6.37 -4.73 2.08 -3.09 1.53 -0.50 0.04 -0.50 4.70 1.14 11.90

20.57 14.40

19.10 27.17 15.98 22.80 23.20 21.44 23.32

20.33

22.20 25.00 15.80 14.80 17.94 14.01 17.97

27.77 28.94 18.49 21.96 21.78 23.14 20.08 21.83 15.54 15.48

2

(1)

Société de gestion

Fonds

State Street State Street State Street Swisscanto Swisscanto T. Rowe Price TOBAM Tt International UBP UBS UBS UBS UBS UBS UBS Unigestion Union Investment Vanguard Vontobel Vontobel Wellington Management Wellington Management Wellington Management Wells Fargo Wells Fargo

SsgA Emerging Markets SRI Enhanced Eq Fd SSgA Enhanced Emerging Mkts Equity State Street Global EM Index Equity Fund Swisscanto (LU) EF Green Invest Em Mkts Swisscanto Sammelstiftung EM Eq T. Rowe Price Emerging Markets Equity Fd MDPS TOBAM Anti-BM Emerging Mkts Eq TT International Emerging Mkts Eq Fund UBAM Global Emerging Equity UBS (CH) IF Eqs Em Mkt Glbl Passive II UBS (CH) IF Eqs Emerging Mkts Global UBS (Lux) ES Emerging Mkts Hi Div (USD) UBS (Lux) ES Global Emerg Mkts Opp (USD) UBS (Lux) Inst SICAV Emerg Mkts Eq Pas UBS Global Emerging Market Opp Fd Uni-Global Equities Emerging Markets Quoniam Fd Sel - EM Equities MinRisk Vanguard Em Mkts Stk Indx Vontobel Emerging Markets Eq Vontobel mtx Sust Emerg Mrkts Ldrs Wellington Emerging Markets Equity Fund Wellington Emerging Markets Local Equity Wellington Emerging Markets Opps Wells Fargo (Lux) WF-EM Eq Inc Wells Fargo (Lux) WF-Emerg Mkts Eq

Catégorie Morningstar

CHF

(3)

AUM

(2)

2017 Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global Global

Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging Emerging

Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets Markets

(1) Nom du fonds sans mention de la part.

● ● ● ●

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492 1,874 100 143 510 1,756 2,039 160 162 2,507 232 286 280 456 1,200 1,176 2,431 8,948 4,473 357 167 582 221 415 266

14.84 14.50 13.86 11.63 15.54 15.98 10.78 15.40 12.64 14.08 15.77 13.50 16.23 13.96 16.63 11.87 13.70 13.91 16.36 19.09 15.44 18.34 17.04 11.64 16.92

2016 12.34 12.55 11.31 4.06 14.07 13.40 -1.70 19.29 11.37 11.41 14.10 13.27 12.11 11.42 12.60 3.16 6.20 11.08 1.44 10.45 11.46 5.36 9.26 7.21 13.65

Performances annuelles 2015 2014 -12.59 -14.18 -14.91 -12.84 -14.57 -10.67 -10.02 -10.15 -15.69 -14.76 -7.02 -22.08 -9.14 -14.93 -4.30 -11.91 -13.33 -14.75 -7.76 -4.75 -11.78 -7.85 -10.65 -8.53 -11.97

2013

2012

0.16 0.19 -2.00 3.11 -4.01 2.79 -0.45 -0.90 -5.54 -2.02 -0.37 -2.51 -1.33 -2.11 -0.36 0.98 0.81 -2.22 6.69 9.15 -5.01 4.07

-2.50 -3.82 -2.76 10.21

20.34 17.72 19.91

-2.99 1.46 7.52

20.47 19.83 18.90

-2.43 -8.57 -4.46 -2.22 -2.46 -7.25 0.07 2.35 -2.53 -4.80 1.71 1.22 3.48

18.52 17.05 19.57 18.38 18.31 28.76 16.81 19.30 18.05 20.48 13.00 19.79 28.25

2.40 -3.48

-0.56 -0.68

13.37

Les performances sont présentées avant déduction des frais de gestion (management fee, données Morningstar)

Renseignez-vous sur les différentes parts proposées.

Sources : Morningstar, Parallax Advisors

Chaque part comporte des frais spécifiques.

Univers : base Morningstar des fonds autorisés à la vente en Suisse, retravaillée par Parallax Advisors

Les performances présentées sont hors frais de gestion.

Le fonds doit posséder au-moins une part active dans la devise de référence du classement (référencée par Morningstar) Sont pris en compte - hors demande spécifique - uniquement les fonds dont les AUM sont ou ont été supérieurs à 100 millions

(2) La taille du fonds, en millions, dans sa devise de référence. (3) Le fonds dispose d'une part en francs suisses (CHF).

Les données proviennent de sources fiables mais sans garantie quant à leur exactitude ou exhaustivité

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Les performances passées ne présagent pas des performances futures. Ce classement ne représente pas une recommandation d'investissement. Faites-vous conseiller par un professionnel avant toute décison d'investissement.

© Parallax Advisors

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