Charlemagne OAKS Emerging and Frontier Opportunities Fund


Fund Strategy Equity Long / Short
Fund Geography Emerging Markets
Investment Advisor Charlemagne Capital
Portfolio Manager Stefan Böttcher, Dominic Bokor-Ingram
Fund Currency EUR
Fund AUM €209.7m
Fund AUM (GBP) £183m
Fund AUM as of 30 August 2019
Fund Inception 25 September 2013
Fund Indices AH Equity Long / Short UCITS Index
Sub Index - Equity Long / Short Conservative

Fund Objective

The investment objective of the Fund is to seek to maximize total return by investing in a diversified portfolio of global frontier and emerging market securities. In pursuit of this, the Fund will invest both long and short based on fundamental, bottom-up research. The Fund will aim to have a low beta to the MSCI EM Index (0.2-0.4) with a typical net long exposure of 50-70%.


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