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.
Objective
Investment objective summary
- The Fund will aim to achieve long-term capital growth primarily through investment in equities or equity-related securities of companies established and/or listed on an exchange in emerging markets, or companies which are established and/or listed on exchanges outside emerging markets but which carry out a significant proportion of their economic activity in emerging markets and/or are controlled by entities established and/or listed in emerging markets.
Fund features
- A core fund seeking to generate alpha across emerging market cycles
Archie is a co-portfolio manager for the Emerging Markets Equity and Emerging Markets ex China Equity...
Varun is a co-portfolio manager for the Emerging Markets Equity and Emerging Markets ex China Equity...
Performance & returns
Literature & factsheets
Portfolio & Holdings
Date as of 28/02/2026
Geographic breakdown (%)
Sector breakdown (%)
Top & bottom region weightings vs comparative index (%)
Top & bottom sector weightings vs comparative index (%)
Top & bottom stock weightings vs comparative index (%)
Top holdings (%)
Portfolio statistics
Fund
Index
Asia
71.9
Latin America
9.9
Africa
5.2
Eastern Europe
2.3
Emerging Markets
Europe ex UK
Other
6.5
Cash
4.2
Specific fund risks
Currency exchange
Changes in the relative values of different currencies may adversely affect the value of investments and any related income.
Derivatives
The use of derivatives is not intended to increase the overall level of risk. However, the use of derivatives may still lead to large changes in value and includes the potential for 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.
- The Fund invests in emerging markets which can be more volatile and less liquid than developed markets and subject to additional risk arising from unstable social, political & economic environment. Equity investments could be volatile and subject to high risk of loss. The Fund is subject to exchange rate risk.
- The Fund may use derivatives for hedging and/or efficient portfolio management purpose and may be exposed to significant risk of loss when the use becomes ineffective.
- In adverse situations, the Fund may suffer significant losses. It is possible that the original amount you invested could be lost.
- Investors should not solely rely on this document to make investment decisions.