Roger Merz, CFA

AA
8 Years of experience

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

10.02%

Manager Annualised Return Since Inception

5.86%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception

10.02%
5.86%
4.16%

5Y

14.09%
13.03%
1.06%

Data as at 30 June 2021.

Risk Statement / Disclaimer: Data is collected by Vadevalor. Care has been taken to ensure that the information is accurate, but Vadevalor 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
Benchmark
MSCI Emerging Markets, Net
Class
Class I
ISIN
LU0571085686
AUM
$ 8,374,900,000
Ongoing Charges
1.17%