Emerging Markets

Introduction to Emerging Markets

Emerging Markets funds aim to provide investors with diversified exposure to emerging parts of the world, such as China, India and Latin America. Some have a regional or country-specific focus, others have a more global remit. These parts of the world will often exhibit high growth rates, but may also be subject to higher risks, such as political instability or corruption. Find out more about Emerging Markets

  • Carmignac Gestion Group, founded in 1989 by Edouard Carmignac and Eric Helderlé, is a leading asset manager in Europe today. With nearly 50bn EUR of assets under management, the firm offers 24 global, specialised and diversified funds.

  • Lyxor launched its first Exchange Traded Fund (ETF) on the Paris Euronext stock exchange back in 2001. Today, with approximately EUR 30 billion of Assets Under Management, Lyxor is the third largest ETF provider in Europe, and the sixth globally*. Our success is built on a history of innovation and a constant drive to provide investors with better, more efficient ways to access more investment opportunities around the world.

The tax treatment of investments is subject to tax law and HMRC practice which are subject to change. The value of investments may be affected by exchange rate movements where the underlying investments are not denominated in Pounds Sterling.

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
Carmignac Portfolio Emerging Discovery F GBP Acc Hdg16.2730.5250.35365.03-Buy
Carmignac Portfolio Emerging Patrimoine F GBP Acc Hdg14.7118.1815.80792.19-Buy
AXA Framlington Emerging Markets Z Acc37.5224.9243.91141.570.90Buy
Aberdeen Emerging Markets Bond I Acc17.3515.6735.2592.956.30Buy
Aberdeen Emerging Markets Equity I Acc40.1422.4347.411,604.011.10Buy
Aberdeen Eastern European Equity I Acc37.633.1129.5019.581.30Buy
Aberdeen Global Chinese Equity R2 GBP27.1416.0237.60626.032.10Buy
Aberdeen Global Chinese Equity X2 USD8.22-6.5911.06626.032.60Buy
Aberdeen Global Chinese Equity I2 USD8.46-6.3215.99626.032.60Buy
Aberdeen Global Eastern European Equity X216.34-2.1731.2352.871.10Buy
Aberdeen Global Eastern European Equity I216.39-2.0732.6552.87-Buy
Aberdeen Global Emerging Markets Corporate Bond I2 Acc USD12.4018.3940.82212.124.24Buy
Aberdeen Global Emerging Markets Corporate Bond X2 USD12.3618.2439.74212.124.20Buy
Aberdeen Global Emerging Markets Corporate Bond Y2 EUR11.5741.9361.74212.124.20Buy
Aberdeen Global Emerging Markets Equity X2 USD19.38-1.8416.806,373.611.10Buy
Aberdeen Global Emerging Markets Equity R2 GBP40.2421.9044.696,373.610.90Buy
Aberdeen Global Emerging Markets Equity Y2 EUR18.5517.8535.296,373.611.10Buy
Aberdeen Global Emerging Markets Equity I2 USD19.43-1.7221.676,373.611.10Buy
Aberdeen Global Emerging Markets Smaller Companies Y2 EUR16.1315.5551.111,219.090.70Buy
Aberdeen Global Emerging Markets Smaller Companies X2 USD16.95-3.7630.471,219.090.70Buy
Aberdeen Global Emerging Markets Smaller Companies R2 GBP37.4019.5361.581,219.090.70Buy
Aberdeen Global Emerging Markets Smaller Companies I2 USD17.18-3.2036.751,219.090.90Buy

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
Carmignac Portfolio Emerging Discovery F GBP Acc Hdg16.2730.5250.35365.03-Buy
Carmignac Portfolio Emerging Patrimoine F GBP Acc Hdg14.7118.1815.80792.19-Buy
AXA Framlington Emerging Markets Z Inc37.5224.9143.82141.570.91Buy
Aberdeen Emerging Markets Bond I Inc17.4015.7135.2792.956.30Buy
Aberdeen Global Emerging Markets Corporate Bond Y1 EUR11.5841.4461.19212.124.20Buy
Aberdeen Global Emerging Markets Corporate Bond X1 USD12.3618.2439.73212.124.20Buy
Aberdeen Global Emerging Markets Equity X1 USD19.37-1.8516.796,373.611.10Buy
Aberdeen Global Emerging Markets Local Currency Bond X1 USD16.33-11.77-8.46165.115.45Buy
Aberdeen Global Select Emerging Markets Bond X1 USD16.9515.6735.661,615.535.72Buy
Aberdeen Global Select Emerging Markets Bond Y1 EUR16.1438.3556.551,615.535.72Buy
Aberdeen Global Select Emerging Markets Bond I1 USD16.9915.8136.771,615.535.76Buy
Aberdeen Global II Emerging Markets Total Return Bond I111.4812.0828.0656.81-Buy
Allianz China Equity P USD11.3420.60-447.14-Buy
Allianz China Equity P NAV GBP30.5249.32-447.14-Buy
Ashmore Emerging Markets Debt Z Inc GBP20.7026.4948.61923.80-Buy
Ashmore Emerging Market Local Currency Bond Z Inc GBP16.69-8.32-3,005.50-Buy
Ashmore Emerging Markets Frontier Equity Z GBP9.00--44.33-Buy
Aviva Investors Emerging Markets Local Currency Bond Ia GBP33.1913.8716.712,202.48-Buy
BNY Mellon Emerging Markets Debt Local Currency W Hedged Inc GBP14.91-6.86-2.051,101.54-Buy
BNY Mellon Emerging Markets Debt Local Currency W Inc GBP34.338.499.951,101.54-Buy
BNY Mellon Emerging Markets Debt Local Currency C GBP33.807.328.141,101.54-Buy
Baillie Gifford Emerging Markets Bond B Inc33.215.9510.95740.455.60Buy

ETFs

Name6 Months (%)1 Year (%)3 Years (%)5 Years (%)CurrencySector
Lyxor MSCI Emerging MarketsUCITS ETF C GBP23.6136.4618.46-GBXEquity - Emerging MarketsBuy
DB X-Trackers FTSE China 50 UCITS ETF (DR) 1C GBP28.3927.9733.9152.64GBXEquity - ChinaBuy
DB X-Trackers MSCI Brazil Index UCITS ETF (DR) 1C GBP44.7379.82-7.58-19.12GBXEquity - Latin AmericaBuy
DB X-Trackers MSCI China Index UCITS ETF (DR) 1C GBP30.2631.4636.8268.37GBXEquity - ChinaBuy
DB X-Trackers MSCI Emerging Markets Index UCITS ETF 1C GBP23.4136.0418.2129.81GBXEquity - Emerging MarketsBuy
DB X-Trackers MSCI EM Asia Index UCITS ETF 1C GBP24.1736.2133.7054.17GBXEquity - Emerging MarketsBuy
DB X-Trackers MSCI EM LatAm Index UCITS ETF 1C GBP25.2847.80-7.26-11.31GBXEquity - Latin AmericaBuy
DB X-Trackers MSCI India Index UCITS ETF 1C GBP21.7425.4663.7745.30GBXEquity - IndiaBuy
DB X-Trackers Nifty 50 UCITS ETF 1C GBP24.7627.5476.3653.96GBXEquity - IndiaBuy
DB X-Trackers S&P Select Frontier UCITS ETF 1C GBP22.9243.5922.3041.69GBXEquity - Emerging MarketsBuy
First Trust Emerging Markets AlphaDEXUCITS ETF GBP21.6038.5715.46-GBXEquity - Emerging MarketsBuy
HSBC MSCI Brazil GBP45.7278.87-8.53-24.79GBXEquity - Latin AmericaBuy
HSBC MSCI China GBP30.3431.5437.1869.09GBXEquity - ChinaBuy
HSBC MSCI EM Latin America GBP25.5347.76-6.45-11.61GBXEquity - Latin AmericaBuy
HSBC MSCI Emerging Markets GBP23.8536.3118.3732.07GBXEquity - Emerging MarketsBuy
HSBC MSCI Mexico Capped GBP1.7712.88-1.9619.23GBXEquity - Latin AmericaBuy
LYXOR Emerging Market Local Currency Bond (DR) GBP25.7038.336.52-GBXFixed Int - Emerging MarketsBuy
Lyxor Brazil (Ibovespa) UCITS ETF C GBP44.8980.78-10.76-GBXEquity - Latin AmericaBuy
Lyxor ETF CSI 300 A share C GBP12.1812.22--GBXEquity - ChinaBuy
Lyxor Fortune SG UCITS ETF MSCI CHINA A (DR) C GBP13.3912.13--GBXEquity - ChinaBuy

Disclaimer

Interactive Investor does not endorse any particular product. If you are unsure about whether an investment is suitable for you please seek advice from a financial advisor.

Citywire Award

Xavier Hovasse has been A rated by Citywire for his 3 year risk adjusted performance for the period 30th June 2011 – 30th June 2014 and thereby ranks top 10% of the over 10,000 managers