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
Invests in companies with structural growth, competitive advantages and sustainable returns,
identified through deep fundamental and sustainability research
Investment Opportunity
Generating sustainability-focused returns in emerging markets
Investment Universe
Invests in sustainable equities either listed or domiciled in emerging markets or which carry out a significant amount of their economic activity in emerging markets
Target Return
To outperform the index (net of fees) over 5 year rolling periods.
The role the strategy can play in portfolios
Alignment with the structural growth opportunity in EMs
Seeks emerging market companies benefiting from sustainable structural growth tailwinds
Exposure to sustainable solutions
Provides exposure to companies with solutions to address unmet needs, measured through KPIs
Differentiated performance footprint
The process is designed with the specific intention of identifying differentiated sources of alpha in EM
Risk management
Reduced exposure to negative externalities lowers sustainability risk
Investment Philosophy
Key facts
Asset Subclass
EM EquityCurrency
USDInception date
01/10/2022
Team
Sustainable equity teamGeographical Focus
Emerging MarketsESG Classification
SustainableComparative 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
Mercados emergentes
99.5
Extremo Oriente excluido Japón
Estados Unidos
Reino Unido
Europa excluido el Reino Unido
0.5
Efectivo y cuasi efectivo
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 Leaders Strategy
Contact our client service teams.
Risks
Concentrated portfolio
The portfolio invests in a relatively small number of individual holdings. This may mean wider fluctuations in value than more broadly invested portfolios.
Currency Exchange
Changes in the relative values of different currencies may adversely affect the value of investments and any related income.
Emerging and Frontier 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.
Foreign Investment
Investing in foreign securities may be subject to risks pertaining to overseas jurisdictions and markets, including (but not limited to) local liquidity, macroeconomic, political, tax, settlement risks and currency fluctuations.
Sustainable strategies
Sustainable, impact or other sustainability-focused portfolios consider specific factors related to their strategies in assessing and selecting investments. As a result, they will exclude certain industries and companies that do not meet their criteria. This may result in their portfolios being substantially different from broader benchmarks or investment universes, which could in turn result in relative investment performance deviating significantly from the performance of the broader market.