For our monthly Fund in Focus we are featuring the Aubrey Global Emerging Markets Fund. We are concentrating on this fund as we believe that now is quite an attractive entry point for Global Emerging Market Equities and that all clients should have some exposure to them. The objective of this fund is to generate attractive returns by investing solely in companies which are entirely focusses on the growth in consumption and services in Emerging Markets.
Points to Note:
• ESG is very much embedded throughout the strategy and is classified as an Article 8 Fund, with the fund excluding areas such armaments, tobacco manufacturers, fossil fuels etc.
• Aubrey have been consistently applying the same philosophy and process to the GEMS portfolio of currently 37 quality growth stocks since launch in March 2012
• Whilst investing in quality growth companies, they are still very much active managers and do not believe in complacency as can be seen from the country weightings below:
| Month | China | India | RoEM |
| July | 41% | 37% | 22% |
| August | 38% | 39% | 23% |
| September | 34% | 42% | 24% |
| October | 25% | 45% | 30% |
Source Financial Express
If you would like to discuss this fund or look at other investment opportunities, please contact us on 01 2375500 or email justask@harvestfinancial.ie.