Investment Approach
Based on a diverse research universe, the Fund evaluates emerging markets small cap companies across sectors and countries, including frontier markets.
The Fund seeks to invest in companies with high quality and sustainable growth characteristics
- Organic value creation
- Peer group leadership
- Consistent earnings growth
- High return on capital and assets
- Positive earnings trends over time
- Low leverage
Why Consider This Fund?
- Reflects a long history of identifying undiscovered small companies with strong management teams and unique capabilities
- Consumer-focused, reflecting the secular growth opportunity in developing economies
- Employs dedicated small cap analysts to ensure coverage of expanding opportunity set
- Managed by a seasoned team with decades of emerging markets experience
- The Fund is actively managed and is not constrained by a benchmark
Risks
- The value of shares and any income from them can increase or decrease and an investor may not get back the amount originally invested
- Where investments are made in currencies other than an investor's base currency, the value of those investments will be affected (favourably or unfavourably) by movements in exchange rates
- Emerging markets investments typically involve special risk considerations, including higher volatility, lower liquidity, economic and political risk
- Smaller companies may be more adversely affected by poor economic or market conditions, and may be traded in low volumes, which may increase volatility and liquidity risks
|