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HENDERSON EMERGING MARKETS OPPORTUNITIES - Fund overview

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Overview of HENDERSON EMERGING MARKETS OPPORTUNITIES

The fund follows Gartmore's house philosophy of identifying unexpected earnings growth and benefits from the experience of the Gartmore Emerging Markets team, which is headed by Chris Palmer. Country analysis is performed in a similar fashion to the stock research, concentrating on country's growth potential.

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Fund summary

Sector	Global Emerging Markets
Product type	OEIC
Launched	February, 1987
Size	£250m
Yield	1.0%
Charging basis	Income
Dividends paid	Acc units only
Bid price	129.74p	-2.32p

Fund Charges

Standard Initial charge	5.00%
Initial charge via Bestinvest	0.00%
Additional bid/offer spread	0.00%
Annual management charge	1.50%
Total expense ratio	1.72%
Reduction in yield (10yr)	1.72%

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Portfolio

henderson emerging markets opportunities asset allocation illustration

Allocation		Proportion

	Equity	101%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	-1%

henderson emerging markets opportunities equity geographic illustration

Allocation		Proportion

	UK	1%
	Europe	0%
	Nth America	1%
	Japan	0%
	Pacific	47%
	Other Equity	51%

henderson emerging markets opportunities equity capitalisation illustration

Allocation		Proportion

	Large Caps	84%
	Mid Caps	14%
	Small Caps	2%

View all performance data for HENDERSON EMERGING MARKETS OPPORTUNITIES

Investment process

The fund is designed to produce long term capital growth from a diversified portfolio of international investments in the emerging stock markets and economies of the world. The fund can also invest in companies which are listed on established markets as long as they derive a significant proportion of their profits from emerging markets.
The Gartmore Emerging Markets team uses an investment process that is based on quantitative and qualitative research and continuous monitoring of companies. The team identifies stocks with long term advancement prospects and makes investment decisions based on growth potential against the associated risk. The catalyst for overweight (compared to index) positions is expected to realise within 6 months. In addition, when they believe that market conditions dictate, the managers will increase the level of liquidity held in the fund in the short term.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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