Featured insight
Deliberating EM equities
Emerging markets generate 58% of global GDP but represent just 9% of equity portfolios. To help investors unlock long-term value in the asset class, we share our latest ideas.
Strategy overview
Strategy overview
Investment Approach
We seek to combine fundamental research with insights derived from our machine learning alpha model to unlock alpha, while considering sustainability without bias
Investment Opportunity
Core solution for emerging market equity exposure
Investment Universe
Invests in equities either listed or domiciled in emerging markets or which carry out a significant amount of their economic activity in emerging markets
Target Return
Outperform the performance comparison index (net of fees) over a full market cycle
The role the strategy can play in portfolios
Core, style agnostic exposure to EMs
Provides core exposure to EM equities to help navigate style rotations through the cycle
Diversification
Investment process aims to capitalize on behavioural bias inefficiencies to express bottom-up views that are distinct from the index
Manage ESG risk
ESG integrated into the investment process to help mitigate ESG risk and/or catalyse an alpha-positive outcome
Seeking consistent alpha profile
Multi-factor investment process focused on active bottom-up stock selection aiming to deliver long-term risk-adjusted returns
Investment Philosophy
Key facts
Asset Subclass
EM EquityCurrency
USDInception date
01/04/2010
Team
4Factor teamGeographical Focus
Emerging MarketsESG Classification
ESG IntegrationComparative Benchmark
MSCI Emerging Markets NDR
Portfolio & Holdings
Date as of 31/12/2024
Geographic breakdown (%)
Sector breakdown (%)
Top holdings (%)
Top & bottom region weightings vs comparative index (%)
Top & bottom sector weightings vs comparative index (%)
Top & bottom stock weightings vs comparative index (%)
Index
Strategy
Asia
Latin America
Africa
Eastern Europe
United States
Emerging Markets
99.5
Europe ex UK
0.5
Other
Cash
Based on a related portfolio within the strategy with substantially similar objectives as those of the services being offered. The portfolio may change significantly over a short space of time. This is not a buy, sell or hold recommendation for any particular security. For further information on Indices and Specific Portfolio Names, please reference the sections in https://ninetyone.com/-/media/documents/miscellaneous/91-further-information-en.pdf.
Why Ninety One for Emerging Markets Equity Strategy
Contact our client service teams.
Risks
Currency Exchange
Changes in the relative values of different currencies may adversely affect the value of investments and any related income.
Emerging Market (inc. China)
These markets carry a higher risk of financial loss than more developed markets as they may have less developed legal, political, economic or other systems.
Equity Investment
The value of equities (e.g. shares) and equity-related investments may vary according to company profits and future prospects as well as more general market factors. In the event of a company default (e.g. insolvency), the owners of their equity rank last in terms of any financial payment from that company.