The objective of the fund is to achieve long-term capital appreciation by outperforming the MSCI Emerging Market Total Return Net Index over a rolling three-year period. The portfolio manager aims to take advantage of market inefficiencies or mispricings by investing in companies trading at a significant discount to intrinsic value. In addition, the focus is on companies based in emerging markets (or that have significant exposure to emerging markets).
Who is this fund suitable for?
- Are willing and able to take on a high level of risk
- Can stay invested for a minimum of five years
- Want exposure to emerging markets
Lump sum $1,000
Debit order N/a
MSCI Emerging Markets Index (Total Return)
Investors in this portfolio can afford to take on a higher level of risk because of their investment time horizon or appetite for risk. They are willing to invest for the long-term and are prepared to tolerate some volatility in the short term, in anticipation of the higher returns expected in five years or beyond.