Emerging Markets Q1 investment update

The innovative ecommerce company poised to take advantage of China’s large consumer base.

We discuss innovative UK companies, Pinduoduo’s edge in ecommerce, and China’s investment landscape.

Lead manager Douglas Brodie gives an update on performance with three key reasons for optimism.

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.

The Worldwide Emerging Markets Leading Companies Fund aims to maximise total return principally through investment primarily in a portfolio of companies deriving a substantial part of their income from, or having a substantial proportion of their assets located in, one or more Emerging Market Countries.