Fixed income team

Emerging Markets Multi-Asset Strategy

Multi-Asset exposure to the growth opportunity of emerging markets

Strategy overview

Investment Approach
Bottom-up high-conviction ideas are used to build the portfolio. Proprietary ESG analysis and process embeds ESG risk management in portfolio construction

Investment Opportunity
Core solution for EM exposure, seeking to tap into the best opportunities across the investment universe

Investment Universe
Full EM opportunity set, covering equities and local and hard sovereign bonds

Target Return
Outperform the performance comparison index (net of fees) over a full market cycle

Grant Webster

The role the strategy can play in portfolios

Holistic exposure to emerging markets

Provides access to a wide range of opportunities across the EM universe in a single portfolio

Lower volatility EM market exposure

Designed to provide managed exposure to emerging markets

Exposure to long-term growth drivers

Systematic approach seeks out the best ideas across the entire EM universe

Cost-effective and efficient solution

Bottom-up approach selects individual best ideas to achieve desired asset allocation, avoiding excessive trading

Investment Philosophy

01

We are active managers and believe the large disparity of returns between countries provides opportunities for outperformance

02

We believe that a multi-asset approach should lower overall volatility and improve risk-adjusted returns

03

Following our Compelling ForcesTM approach can provide a sustainable, repeatable way to invest successfully in this space

04

The investment team and its structure is as important as the process

Key facts

  • Asset Subclass

    Multi-Asset Growth
  • Currency

    USD
  • Inception date

    01/01/2012
  • Team

    Fixed income team
  • Geographical Focus

    Emerging Markets
  • ESG Classification

    ESG Integration
  • Comparative Benchmark

    50% MSCI Emerging Markets/25% JPM GBI-EM Global Diversified Net/25% JPM EMBI Global Diversified

Portfolio & Holdings

Date as of 31/12/2024
Index NAV %
Strategy NAV %
Dólar estadounidense
28.84
Nuevo dólar taiwanés
13.2
Dólar de Hong Kong
11.29
Rupia india
7.39
Euro
4.17
Real brasileño
4.1
Rand sudafricano
4.07
Won coreano
3.01
Nuevo sol peruano
2.85
Rupia indonesia
2.47
Peso filipino
2.38
Peso mexicano
2.24
Ringgit malayo
2.2
Peso chileno
1.82
Baht tailandés
1.69
Otros
8.27
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 Multi-Asset Strategy

01

Our EM heritage gives us a rich and differentiated perspective on this diverse opportunity set

02

We have a tried and tested investment process designed for the asset class

03

We aim to stay ahead of an evolving universe through our proprietary innovation to deliver strong client outcomes

04

We are thought leaders in EM and provide clients with insights on key events and their investment impact, proprietary research and ESG information

Contact our client service teams.

Get in touch

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 (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.

Interest Rate

The value of fixed income investments (e.g. bonds) tends to decrease when interest rates rise.

The content of this website is made available for informational purposes only and should not be construed as an offer, marketing, solicitation or investment advice with respect to any investment products or services. The website has not been reviewed or approved by any regulatory authority and may contain information with respect to investments products that may not be registered in some jurisdictions.

Although we believe any information obtained from external sources to be reliable, we have not independently verified it, and we cannot guarantee its accuracy or completeness (ESG-related data is still at an early stage with considerable variation in estimates and disclosure across companies. Double counting is inherent in all aggregate carbon data).

Any decision to invest in the Strategy described should be made after reviewing the offering document and conducting such investigation as an investor deems necessary and consulting its own legal, accounting and tax advisors in order to make an independent determination of suitability and consequences of such an investment. This material does not purport to be a complete summary of all the risks associated with this Strategy. A description of risks associated with the Strategy can be found in the relevant offering or other disclosure documents where applicable. Copies of such documents are available upon request.

Additional information on our investment strategies not found here (ninetyone.com/-/media/documents/miscellaneous/91-further-information-en.pdf) may be provided on request.

For more information on our Ninety One ESG Classification, please click here