Smaller Emerging Markets

Investment approach

The investment strategy seeks to achieve capital growth by investing in a diversified portfolio of Smaller Emerging Market Securities.

This strategy is used in the Smaller Emerging Markets Opportunities Fund, which is a sub fund of the OAKS Emerging Umbrella Fund plc. This new sub fund launched on 6 January 2021.

 

Latest update – European SFDR:

Key Characteristics

  • Typically 50 – 65 holdings
  • All‐Cap GARP with a focus on domestic growth
  • Stockpicking approach
  • No account taken of the benchmark; absolute return mind‐set
  • Frontier Portfolio Managers with over 30 years industry experience

Smaller Emerging Markets Opportunities Fund