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Threadneedle (Lux) Global Emerging Market Equities Fund

Consistently disciplined in pursuit of emerging opportunities

A disciplined, bottom-up approach led by a team skilled and equipped to seek out emerging market ‘stewards of capital’, businesses capable of sustaining and accelerating profitable growth.

“Particularly in emerging markets, the market tends to fade the growth of well-run businesses too quickly and it’s this inefficiency that we have consistently looked to exploit. We favour ‘stewards of capital’ – companies that can sustain and accelerate profitable growth with an emphasis on shareholder returns. We combine this with our tenet of ‘no unintended bets’ setting upside and downside price targets on all stocks, creating an informed view of our defined universe with the aim of delivering attractive, consistent long-term returns for our investors.”

Dara White – global head of emerging markets

Overview

True all-cap strategy

A proven ability to generate alpha across the market cap scale

Disciplined investment process

No unintended bets: our disciplined approach sets upside and downside price targets on all stocks within our defined investment universe

Stability of the team

Specialist and experienced Emerging Market investors with a stable team since their inception in 2008

Investment philosophy

Why we like high-quality businesses

  • We believe in the long-run, companies with competitive advantage, financial strength and strong management teams and whom operate in an industry with certain growth potential will generate sustainable growth and returns for shareholders
  • We seek out those companies, not just with attractive growth rates, but a high return on invested capital with the ability to sustain profitable growth – creating value in the long term
Examples of wide economic moats that identify competitive advantage
Economic moat image

Investment process: clearly defined and repeatable

Insights

4 September 2020

Dara White

Global Head of Emerging Market Equities

Exploring the equitisation of the Brazilian stock market

All-time low interest rates in Brazil are driving savings into equities, while deregulation and faster technological adoption are creating high growth opportunities for stock pickers
Read time - 8 min

Fund Manager

Dara White
Global Head of Emerging Market Equities

Fund objective

The Fund aims to increase the value of your investment over the long term. It looks to outperform the MSCI Emerging Markets Index over rolling 3-year periods, after the deduction of charges.

The Fund is actively managed, and invests at least 75% of its assets in shares of Emerging Market companies.

Important information:

For use by Professional and/or Qualified Investors only (not to be used with or passed on to retail clients). Past performance is not a guide to future performance. The value of investments and any income is not guaranteed and can go down as well as up and may be affected by exchange rate fluctuations. This means that an investor may not get back the amount invested Threadneedle (Lux) is an investment company with variable capital (Société d’investissement à capital variable, or “SICAV”) formed under the laws of the Grand Duchy of Luxembourg. The SICAV issues, redeems and exchanges shares of different classes. The management company of the SICAV is Threadneedle Management Luxembourg S.A, which is advised by Threadneedle Asset Management Ltd. and/or selected sub-advisors. Het Fonds is op grond van artikel 1:107 van de Wet op het financieel toezicht opgenomen in het register dat wordt gehouden door de Autoriteit Financiële Markten. / Pursuant to article 1:107 of the Act of Financial Supervision, the subfund is included in the register that is kept by the AFM. This material is for information only and does not constitute an offer or solicitation of an order to buy or sell any securities or other financial instruments, or to provide investment advice or services. Subscriptions to a Fund may only be made on the basis of the current Prospectus and the Key Investor Information Document, as well as the latest annual or interim reports and the applicable terms & conditions. Please refer to the ‘Risk Factors’ section of the Prospectus for all risks applicable to investing in any fund and specifically this Fund. The above documents are available in English, French, German, Portuguese, Italian, Spanish and Dutch (no Dutch Prospectus) and can be obtained free of charge on request by writing to the management company at 44, rue de la Vallée, L-2661 Luxembourg, Grand Duchy of Luxembourg. Subscriptions to a Fund may only be made on the basis of the current Prospectus and the Key Investor Information Document, as well as the latest annual or interim reports, which can be obtained free of charge on request, and the applicable terms & conditions. Please refer to the ‘Risk Factors’ section of the Prospectus for all risks applicable to investing in any fund and specifically this Fund. The above documents and the instrument of incorporation are available on request from our representative and Paying Agent in Switzerland, RBC Investor Services Bank S.A., Esch-sur-Alzette, Zurich branch, Badenerstrasse 567, PO Box 1292, 8048 Zurich. Threadneedle Management Luxembourg S.A. Registered with the Registre de Commerce et des Societes (Luxembourg), Registered No. B 110242, 44, rue de la Vallée, L-2661 Luxembourg, Grand Duchy of Luxembourg. Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.

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About Us

Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We look after investments for individual investors, financial advisers and wealth managers, as well as insurance firms, pension funds and other institutions.

Our funds

Columbia Threadneedle Investments has a comprehensive range of investment funds catering for a broad range of objectives.

Investment Approach

Teamwork defines us and is fundamental to our investment process, which is structured to facilitate the generation, assessment and implementation of good, strong investment ideas for our portfolios..