SWIP Emerging Markets Fund

Why invest in the SWIP Emerging Markets Fund?

A concentrated portfolio the Fund aims to provide investors with long-term capital growth by investing in a portfolio of emerging market equities. It typically holds between 35-45 stocks, which are our ‘best ideas’ across emerging markets.

The opportunity for diversification – our emerging markets portfolio offers investors diversification within equity markets. The Fund has investments in Latin America, Eastern Europe, Emerging Asia, and South Africa.

Why invest with SWIP?

A major global investor - SWIP is one of the UK’s largest asset management companies, with over £142 billion of funds under management (Source: SWIP as at 31 December 2009). These funds are invested across all major asset classes, including UK and overseas equities, property, bonds and cash.

A highly experienced team – our Global Emerging Markets equity team consists of six talented and experienced investment professionals and one product specialist, who have a combined experience of 100 years’ managing GEM portfolios.

Strong research focus – all of our investment professionals combine the dual role of manager and analyst so are involved in carrying out in-depth research to ascertain a security’s intrinsic worth. This gives our managers real insight into a company to enable them to identify pricing anomalies, where the current stock price does not reflect the underlying company’s long-term growth prospects. This approach ensures we construct high conviction portfolios of the team’s best ideas.

Why invest in emerging market equities?

The potential for enhanced returns– investing in fast-growing emerging economies gives investors the possibility for above-average returns; although, there can be increased risk with investment in emerging markets.

Access to leading global companies – there are a number of the world’s leading companies from major industries within emerging markets. For example, Russia contains several major oil companies, while South Africa has some of the world’s largest mining stocks.

Increasing economic power – post the credit crunch we are witnessing a painful process of deleveraging and a transition to emerging market economic dominance and leadership – there is a Goldman Sachs study projecting that by 2050 Brazil, Russia, India and China will have overtaken the G6 countries in $ GDP terms, and by 2025 they could account for over half the size of the G6.

Past performance is not a guide to future performance. The value of investments can go down as well as up depending on investment performance. You may not get back your original investment. Funds may have holdings which are denominated in different currencies and may be affected by movements in exchange rates. Consequently, the value of your investment may rise or fall in line with exchange rates. Investments in emerging markets may involve a higher element of risk due to less well regulated markets and political and economic instability. Tax rules relating to OEICs may change.

Further details of the risks relating to the SWIP Emerging Markets Fund can be found in the Simplified Prospectus which must be read before taking any investment decision.

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Past performance is no guarantee of future performance.
The value of investments and the income from them may go down as well as up and are not guaranteed.
Your client may not get back the amount they invested.
Taxation rules and legislation may change without notice.
Rates of exchange may cause the value of investments to go up or down.
Fluctuation may be particularly marked in the case of a higher volatility fund and the value of an investment may fall suddenly and substantially.
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