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Introduction

As an investor, you are constantly looking for a return on your investment. You are becoming slightly weary of the Western stock markets with their meagre performance, so you have started looking further afield: towards the emerging markets, where the investment climate still holds genuine promise.

The Comtessa Emerging Markets Fund looks further afield - and a good deal further than your bank or investment manager. Because the universe of emerging markets that are potentially interesting for the investor is much bigger than the traditional shortlist of twenty-five countries on which funds of this type focus so rigidly. The diversification within this kind of funds is minimal, as the focus is based approximately 75% on the seven largest countries (of most the so called BRIC countries, i.e. Brazil, Russia, India and China). An update of the allocation takes place only once in a quarter. Hence, an investment in such a fund means that chances are lost and risks are taken unnecessary.

The Comtessa Emerging Markets Fund uses a universe of about sixty-five countries! As a result of this broader diversification, risks are reduced. The Comtessa Emerging Markets Fund follows a dynamic strategy, enabling it to switch proactively between continents and countries and as such so chances are taken and risks are reduced. Independently and unfettered, with the sole aim of generating maximum returns which are consistently better than those of the MSCI Emerging Markets Index (the average yearly performance – between 1 January 2003 and 31 December 2009 (a period seven years) – was 19%, compared to a meagre 0.5% for the AEX). Aside the prime risk reducing elements (i.e. broader diversification), the Comtessa Emerging Markets Fund is also based on active risk strategies. Whenever downward risks are rising above average, the portfolio can be (partially) hedged against price falls. The investment strategy can also be temporarily cash based.

The Comtessa Emerging Markets Fund is particularly suited for investors with a medium-term investment horizon (around three to five years) and who are familiar with the potential risks that are associated with investing in equities in general.

The minimum investment is € 60.000,-.

Price/performance

Emerging Markets Fund