Curate Global Emerging Markets Equity Fund
This fund is designed for investors who specifically want access to a portfolio of listed shares in emerging markets such as China, India, South Korea, and Brazil. Over long periods, it offers the potential for high returns, but there can be a significant amount of variability in performance over shorter periods.
Why invest in this fund?
- A diversified portfolio of shares in emerging markets.
- Using systematic, data-driven models, the portfolio aims to outperform the global emerging market index.
- Low cost.
- Can be used as part of a diversified global portfolio.
Risk profile
High
Low risk
Moderate
High risk
Investment term
7+ years
Asset class
Global equity
Managed by
Robeco
One of Europe’s most established asset managers, Robeco was founded in Rotterdam in the Netherlands in 1929. The firm has a dedicated focus on doing extensive research to support its investment decision-making.
Fund
objective
This is a systematic strategy, which means it is based on data-driven insights and scientific testing to identify market trends. Managed by a team of investment professionals, this fund is designed to outperform the MSCI Global Emerging Markets index over any 3-year period. It holds a portfolio of hundreds of shares, reducing the risks in any one company.
Investment philosophy
Over many decades, Robeco’s research teams have identified trends in the ways that markets behave. Because some trends reoccur, it is possible to set up models that generate returns by spotting them and positioning the portfolio accordingly.
Fund-related risks
The investments in this portfolio can move up and down substantially over shorter periods. It is not suitable for investors who want to avoid variable returns over shorter periods. Extreme events could have a particularly large impact.