Featured insight
Deliberating EM debt
Our EM debt team tackles the topics that are top of investors’ minds and provides insights for asset allocators currently deliberating EM debt.
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
Solution to access emerging market ex China equity exposure
Investment Universe
Invests in equities either listed or domiciled in emerging markets ex China or which carry out a significant amount of their economic activity in emerging markets ex China
Target Return
Outperform the performance comparison index (net of fees) over a full market cycle
The role the strategy can play in portfolios
Style agnostic exposure to EMs ex China
Provides differentiated exposure to benchmark and non-benchmark EM ex China equities
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 focussed on active, bottom-up stock selection aiming to deliver long-term risk-adjusted returns
Investment Philosophy
Key facts
Asset Subclass
EM EquityCurrency
USDInception date
01/01/2022
Team
4Factor teamGeographical Focus
Emerging MarketsESG Classification
ESG IntegrationComparative Benchmark
MSCI Emerging Markets Equity ex China NDR
Why Ninety One for Emerging Markets ex China Equity Strategy
Strategy Literature
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.
Default
There is a risk that the issuers of fixed income investments (e.g. bonds) may not be able to meet interest payments nor repay the money they have borrowed. The worse the credit quality of the issuer, the greater the risk of default and therefore investment loss.
Derivatives
The use of derivatives may increase overall risk by magnifying the effect of both gains and losses leading to large changes in value and potentially large financial loss. A counterparty to a derivative transaction may fail to meet its obligations which may also lead to a financial loss.
Emerging Market
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.
Interest Rate
The value of fixed income investments (e.g. bonds) tends to decrease when interest rates rise.