Nine EM funds to consider for 2016
By International Adviser, 11 Dec 15
Investors in emerging markets are taking a view that the gap in GDP per capita can be closed by above-average growth in these economies and, consequently their equities markets, argues Caspar Rock, CIO at Architas.
Funds to watch 3-Year Performance
JP Morgan EM Small Cap is a pure bottom-up fund that invests in companies with less than $3bn market cap. Past performance has been good and the strategy draws on the tried and tested JP Morgan team and approach to delve into smaller and frontier markets. Worth serious consideration if small-cap exposure is desired.
l The team behind Goldman Sachs Growth & Emerging Markets Broad Equity Portfolio promote themselves as true bottom-up investors who are benchmark agnostic and who have learned from previous mistakes.
l While the dividend of Somerset Dividend Growth is lower than the index, the dividend requirement promotes discipline and the long-term performance of the fund, led by Edward Lam is very good.
Tags: Investment Strategy
