Aubrey Global Emerging Markets

December 7, 2022
Harvest News
Aubrey Global Emerging Markets

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:

MonthChinaIndiaRoEM
July41%37%22%
August38%39%23%
September34%42%24%
October25%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.

This marketing information has been provided for discussion purposes only. It is not advice and does not take into account the investment needs and objectives, financial position, risk attitude, liquidity needs, capital security needs and/or capacity for loss of any particular person. It should not be relied upon to make investment decisions.
Warning: The return may increase or decrease as a result of currency fluctuations.
Warning: The figures refer to the past. Past performance is not a reliable indicator of future results.
Warning: The value of your investment may go down as well as up. You may get back less than
you invest.
Warning: The income you get from this investment may go down as well as up.

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Address:
Block 3, The Oval, Shelbourne Road, Ballsbridge, Dublin 4. Postcode: D04 T8F2.
Tel: +353 (0) 1 237 5500, Fax: +353 (0) 1 237 5555. Email: justask@harvestfinancial.ie