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Audience

Emerging market equities

M&G’s emerging market equities fund managers are a small, close-knit investment team, communication is very straightforward and investment ideas are rigorously debated. The team members share the same investment philosophy, which enables them to look for investments across every country and sector in the universe focusing on companies’ returns on capital.

Their investment philosophy is underpinned by the belief that value creation drives long-term equity returns and that over time company fundamentals outweigh market sentiment.

They are bottom-up stockpickers and look for companies that are improving their returns on capital or are generating sustainable, high returns, where the potential for long-term value creation is being mispriced by the market.

Prices may fluctuate and you may not get back your original investment. The value of overseas investments may be affected by currency exchange rates.

M&G Global Emerging Market Fund

Fund manager: Matthew Vaight

The fund aims to maximise long term total return (the combination of capital growth and income) by investing in emerging market countries.

The M&G Global Emerging Markets Fund is an equity fund invested in publicly listed companies throughout Asia, Latin America and EMEA (Europe, Middle East and Africa) or companies that conduct the major part of their business activities in these regions.

The fund managers aim to deliver consistent top-quartile performance in the global emerging markets sector by focusing exclusively on bottom-up stock selection. (In the UK, it is the IMA Global Emerging Markets sector.) It is the core belief of the fund managers that value creation for shareholders, not economic growth, drives share prices over the long run. Consequently, investment decisions are determined by the fundamental analysis of individual companies and the fund’s country and sector exposure is not influenced by top-down views.

View the latest quarterly fund report or contact us to find out more.

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