Emerging Markets Q2 investment update

Investment manager Thaiha Nguyen discusses portfolio changes, opportunities and challenges.

Japanese Smaller Companies and Shin Nippon’s performance, portfolio positioning and the region’s attractions for growth investors.

Gary Robinson explores the trust’s strategic shifts and generative AI's transformative impact.

The Emerging Markets Bond Fund aims to outperform (after deduction of costs) the J.P. Morgan GBI-EM Global Diversified Index unhedged in sterling per annum over rolling three-year periods.

The Emerging Markets Growth Fund aims to outperform (after deduction of costs) the MSCI Emerging Markets Index, as stated in sterling, by at least 2 per cent per annum over rolling five-year periods.

The Emerging Markets Leading Companies Fund aims to outperform (after deduction of costs) the MSCI Emerging Markets Index, as stated in sterling, by at least 2 per cent per annum over rolling five-year periods.