Roger Merz, CFA
AA
10 Years of experience
Focus on high-quality firms at attractive prices
Current firm: Vontobel AM
Professional background
Portfolio Manager, Goldman Sachs. Analyst, Morgan Stanley. Analyst, Credit Suisse First Boston.
Educational background
MA, Business Administration and Finance. University of Zurich.
Performance
3.35%
Manager Annualised Return Since Inception
0.63%
Benchmark Annualised Return since Inception
Manager Performance
Manager
Benchmark
Dif.
Inception*
3.35%
0.63%
2.72%
5Y
-3.32%
-1.81%
-1.52%
*Inception date: 2/26/2013
Data as at 30 September 2022.
Risk Statement / Disclaimer: Data is collected by Tenvalue. Care has been taken to ensure that the information is accurate, but Tenvalue neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.
Vontobel mxt Sustainable Emerging Markets Leaders
Value investing using fundamental analysis
BenchmarkMSCI Emerging Markets, Net
ClassClass I
ISINLU0571085686
AUM3,784,941,848.60 €
Ongoing Charges1.16%