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UBAM Positive Impact Emerging Equity Class K - Income (GBP)

Sell:11,426.00p Buy:11,426.00p Change: 39.00p (0.34%)
Prices as at 18 July 2024
Sell:11,426.00p
Buy:11,426.00p
Change: 39.00p (0.34%)
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 18 July 2024
Sell:11,426.00p
Buy:11,426.00p
Change: 39.00p (0.34%)
Prices as at 18 July 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

19/07/19 to 19/07/20 19/07/20 to 19/07/21 19/07/21 to 19/07/22 19/07/22 to 19/07/23 19/07/23 to 19/07/24
Annual return n/a n/a -5.98% -5.37% -0.71%

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: Mathieu Nègre
Manager start date: 7 May 2020
Manager located in:

Mathieu is Head of Global Emerging Markets Equity and co-portfolio manager of UBAM - Positive Impact Emerging Equity. He has been covering Emerging Equities since 2001, first at Fortis Investments in Paris and London where he was co-head of Emerging Europe Equities alongside Eli Koen, and at UBP as a senior Emerging European Equities fund manager. Mathieu left in 2011 to focus on Global Emerging Equities, first at Aviva Global Investors and then at Royal Bank of Canada Global Asset Management, where he was a portfolio manager in their London-based team. Mathieu holds a post-graduate degree in Statistics from ENSAE in France and is a CFA charterholder since 2006.

Manager Name: Eli Koen
Manager start date: 7 May 2020
Manager located in: TBC

Eli is a senior portfolio manager in the Global Emerging Markets Equity team and co-portfolio manager of UBAM - Positive Impact Emerging Equity. He joined UBP in 2010 and has been managing UBAM Turkish Equities fund since inception in April 2010 to date. Previously Eli was the co head of Emerging Europe Equities at Fortis Investments in London where he managed the Fortis L Fund Equity Turkey since inception in 2005 until 2010 and co managed Fortis L Fund Equity Europe Emerging between 2005 and 2010. Prior to fund management, Eli was a research analyst in emerging markets at Goldman Sachs and Lehman Brothers in London and Finansbank in Istanbul between 1993 and 2001. He holds an MA in International Economics and Finance from Brandeis University, Waltham, MA and a BA in Economics from Bogazici University, Istanbul.

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