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M&G Global Emerging Markets Fund - H1 20 Review (UK)

20/07/2020

Please find below an update on the M&G Global Emerging Markets Fund from the fund manager Michael Bourke. In the update, Michael assesses how emerging market equities have fared in the coronavirus pandemic and discusses the fund’s performance and portfolio activity in the first half of 2020. He also reveals where he sees opportunities currently and why he is optimistic about the prospects for the asset class and the fund. China’s stockmarket has outperformed in the first half of 2020, while cyclical sectors have fallen furthest amid concerns about the economic impact of coronavirus.

• The fund has underperformed the benchmark MSCI Emerging Markets Index, largely as a result of our positioning in the cheaper countries and sectors and an underweight in China.

• We are optimistic about the fund’s prospects – in the market fall, we invested in a number of new stocks at valuations we considered attractive and we think the portfolio holds many companies whose potential is being severely underappreciated by investors.

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The value of the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested.
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