Eastern & Emerging Selection
Overall Initial Charge only: 1.00% (based on equal investments in each of the 4 funds)
Average Annual Management Charge: 1.59% (the average AMC payable across the 4 funds)
In a nutshell
Invest in Emerging economies for capital growth
How the funds are picked:
These are the funds which over the last three and five years have beaten their benchmark and which aim for capital growth in emerging and eastern economies.
Investment focus:
- Four funds: Two Emerging Europe, Asia Pacific and China
- Focus on companies aiming for long-term growth from emerging markets
- These funds are fully exposed to higher risk equities.
For more details on the individual funds, read the fact sheets below.
Risk category:
Very High Risk
The funds in the Eastern & Emerging ready-made selection:
Fact SheetNeptune Japan Opps A Acc GBP
5 year performance versus sector |
Annual Management Charge: 1.60% Objective: To generate consistent capital growth by investing predominantly in a concentrated portfolio of Japanese securities, with a view to attaining top quartile performance within the appropriate peer group. |
Initial Charge: 1.00%
Fact SheetGartmore China Opportunities R Acc
5 year performance versus sector |
Annual Management Charge: 1.50% Objective: To achieve a long-term return, in excess of the long-term return that is typically achieved from investments in Hong Kong and Chinese equity markets. |
Initial Charge: 1.00%
Fact SheetFirst State Gbl Emg Mkts Ldrs A GBP
5 year performance versus sector |
Annual Management Charge: 1.50% Objective: To achieve long term capital growth through investing in large and mid capitalisation equities in emerging economies, including those companies listed on developed market exchanges whose activities predominantly take place in emerging market countries. |
Initial Charge: 1.00%
Fact SheetAberdeen Emerging Markets A
5 year performance versus sector |
Annual Management Charge: 1.75% Objective: To provide long term capital growth from direct or indirect investment in emerging stock markets worldwide or companies with significant activities in emerging markets. |
Initial Charge: 1.00%
The funds listed and the corresponding pricing and performance information provided above are only for your personal information and use and is not intended to address your particular requirements or to be relied upon in making (or refraining from making) any specific investment or other decisions.
Interactive Investor Trading Limited and its Data Providers do not warrant the accuracy, timeliness or suitability of any information provided above.
Such information shall not constitute any form of advice or recommendation by us.
Where you are unsure about any matters raised by the above information you should obtain appropriate expert independent advice.
Past performance of an investment is no guide to its performance in the future. The value of investments or income from them may go down as well as up. You may not necessarily get back the amount you invested.
