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Alquity Future World Class Y - Accumulation (GBP)

Sell:11,133.00p Buy:11,133.00p Change: 85.00p (0.77%)
Prices as at 31 October 2024
Sell:11,133.00p
Buy:11,133.00p
Change: 85.00p (0.77%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 31 October 2024
Sell:11,133.00p
Buy:11,133.00p
Change: 85.00p (0.77%)
Prices as at 31 October 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

The emerging markets are a diverse range of economies stretching from Asia and Eastern Europe to South Africa and Latin America. Some are rich in commodities and natural resources, some rely on exporting goods to Western economies, and others have a vibrant consumer-driven society. They're all at different stages of economic development and while we think they've got great long-term growth prospects, they're more volatile and higher-risk than more developed ones. We think a broad global emerging markets fund could be a good starting point, then there are others that focus on a specific country or region.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

07/11/19 to 07/11/20 07/11/20 to 07/11/21 07/11/21 to 07/11/22 07/11/22 to 07/11/23 07/11/23 to 07/11/24
Annual return -4.08% 12.48% -18.96% -0.42% 15.43%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Marnie Uy
Manager start date: 1 January 2021
Manager located in: TBC

Marnie joined Alquity in 2019 and is a Senior Investment Professional with more than 20 years of experience in investment management, focusing on quantitative research, risk management, portfolio construction, and the risk-return optimization of investment strategies. Marnie spent over 15 years at Aberdeen Standard Investments as was formerly Global Head of Quantitative Analytics. Marnie holds a Bachelor of Science from the University of the Philippines Diliman and a Masters of Engineering from Cornell University.

manager photo
Manager Name: Mike Sell
Manager start date: 24 April 2014
Manager located in: London

Alquity is an asset management business that connects investors to their investments and to social progress in order to deliver better returns for all. Our funds deliver attractive risk-adjusted growth over the long-term via a high conviction, fundamentally driven process. This approach emphasises not only financial analysis, but also material non-financial factors, which incorporates forward-looking ESG analysis to assess management capability and values. This results in portfolios that play long-term themes via transparent companies, with effective management who are aligned with shareholders. Further, at the corporate level we reinforce that social progress should drive financial success by donating a proportion of our management fees to development projects in the regions in which we invest. In this way, our business aligns the values of investors, employees, holdings and communities. We believe these shared values are key to achieving enduring financial success.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account