Aberdeen Emerging Markets Equity Fund research update
Jul 6, 2016 16:13:21 GMT 7
rgs2001uk likes this
Post by Fletchsmile on Jul 6, 2016 16:13:21 GMT 7
I've been fan of Aberdeen for many years. In recent years they've struggled a bit though relative to their sectors and benchmarks. Not just the Emerging Markets fund either. They seem to be picking up again now though, and the long term performance is still intact.
A similar version of the Aberdeen Emerging Markets fund is available in Thailand, called Aberdeen Global Emerging Markets fund (ABGEM)
So quite a bit of this research article could also be said about the ABGEM fund here in Thailand. For anyone looking for an Emerging markets market fund bought from Thailand ABGEM is a reasonable, choice given the limited range of EM funds from Thailand. We hold it, inlcluding in the investments we make for the kids' futures when older.
Outside Thailand I prefer funds like First State/Steward Investors GEM fund, but ABGEM worth conisdering if building a portfolio here in Thailand as part of a wider portfolio. Advantages over the UK version if your'e based here include: the fund is still fully open (UK is soft closed), convenience, and small starting/entry level to buy (about THB 10k if I remember)
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Aberdeen Emerging Markets Equity Fund research update
We favour Aberdeen's disciplined and long-term investment approach
Emerging stock markets have been volatile in recent years, but have generally performed well since February
The fund remains positioned to benefit from an expanding middle class across the developing world
It has been a turbulent few years for emerging markets investors. Slowing growth in China, weakening currencies, tumbling commodities prices, and political upheaval has dominated the investment landscape and dampened stock market performance. Funds investing in the higher-risk emerging region, including Aberdeen Emerging Markets Equity, have not been immune from the market volatility.
2015 proved a particularly difficult year for the fund. A bias towards some of the weaker-performing markets, including Brazil and Turkey, held back returns. Banks, which accounted for almost a quarter of the fund and were shunned by investors, also had a negative impact.
contd.
www.hl.co.uk/funds/research-and-news/fund-news--and--alerts/aberdeen-emerging-markets-equity-fund-research-update
A similar version of the Aberdeen Emerging Markets fund is available in Thailand, called Aberdeen Global Emerging Markets fund (ABGEM)
So quite a bit of this research article could also be said about the ABGEM fund here in Thailand. For anyone looking for an Emerging markets market fund bought from Thailand ABGEM is a reasonable, choice given the limited range of EM funds from Thailand. We hold it, inlcluding in the investments we make for the kids' futures when older.
Outside Thailand I prefer funds like First State/Steward Investors GEM fund, but ABGEM worth conisdering if building a portfolio here in Thailand as part of a wider portfolio. Advantages over the UK version if your'e based here include: the fund is still fully open (UK is soft closed), convenience, and small starting/entry level to buy (about THB 10k if I remember)
=======================================
Aberdeen Emerging Markets Equity Fund research update
We favour Aberdeen's disciplined and long-term investment approach
Emerging stock markets have been volatile in recent years, but have generally performed well since February
The fund remains positioned to benefit from an expanding middle class across the developing world
It has been a turbulent few years for emerging markets investors. Slowing growth in China, weakening currencies, tumbling commodities prices, and political upheaval has dominated the investment landscape and dampened stock market performance. Funds investing in the higher-risk emerging region, including Aberdeen Emerging Markets Equity, have not been immune from the market volatility.
2015 proved a particularly difficult year for the fund. A bias towards some of the weaker-performing markets, including Brazil and Turkey, held back returns. Banks, which accounted for almost a quarter of the fund and were shunned by investors, also had a negative impact.
Our view on this fund
We hold Aberdeen's emerging markets team in high regard and favour their approach of seeking high-quality businesses at reasonable valuations. The process has proven a success over the long term and over the past ten years the fund has grown 162.3%* compared with 67.2% for the average fund in the sector, although please remember past performance is not a guide to future returns.
We hold Aberdeen's emerging markets team in high regard and favour their approach of seeking high-quality businesses at reasonable valuations. The process has proven a success over the long term and over the past ten years the fund has grown 162.3%* compared with 67.2% for the average fund in the sector, although please remember past performance is not a guide to future returns.
contd.
www.hl.co.uk/funds/research-and-news/fund-news--and--alerts/aberdeen-emerging-markets-equity-fund-research-update
