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Charlemagne Magna Africa A EUR

Ranked 5 out of 6 in - Africa over 12 months
All calculations are in EUR unless stated

Managed by

Sharat Dua

Sharat Dua joined Charlemagne Capital in 2007 after five years working at Deloitte as a senior consultant. At Charlemagne, he is the lead portfolio advisor for African strategies and researches companies in all sectors across the region. He is a graduate of Oxford University and has been a CFA charterholder since 2006.

Objective

The investment objective of the Fund is to achieve capital growth by investing in equities and to a limited extent debt securities, of companies in Africa.

Showing fund performance in Ireland View performance globally

Performance

Africa over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.7% 0.9% -3.8%
2016 1.9% -2.0% 2.4% 3.1% -1.5%
2015 -11.4% 13.2% 0.1% -16.4% -6.5%
2014 6.3% -2.4% 6.2% 8.6% -5.6%
2013 -0.3% 0.2% -9.4% 4.6% 5.0%
2012 18.0% 9.2% -1.4% 8.2% 1.2%
2011 -31.4% -15.7% -4.9% -19.4% 6.1%
2010 42.6% 13.3% 0.3% 7.6% 16.7%
2009 54.8% 0.7% 36.2% 7.9% 4.6%
2008 -58.3% -16.0% 1.5% -23.3% -36.3%
2007 22.7% 4.0% 11.4% 1.2% 4.7%
2006 0.6% 16.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Ireland
  8. Luxembourg
  9. Netherlands
  10. Switzerland

Fund Info

  • Launch date11/04/2006
  • Share Class size11Mn
  • Base currencyEUR
  • ISIN IE00B0TB5201

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.75%

Related News

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Charlemagne Capital's Sharat Dua reveals where he is finding value in Africa.

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Charlemagne's MENA and Africa expert says South Africa could be a strong turnaround story.

Charlemagne duo emerge as MENA equities market leaders

Citywire Selector reveals the top managers operating dedicated regional strategies over the past three years.

Making waves in MENA: top equity managers of the past five years

Citywire Global charts the standout sector specialists posting the strongest performance over a period of pronounced political change.

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