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SR GLOBAL EMERGING MARKETS G USD - Fund overview

No Bestinvest rating


Overview of SR GLOBAL EMERGING MARKETS G USD

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SR GLOBAL EMERGING MARKETS G USD does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  OFFSHORE FUND
Launched  March, 1996
Size  –
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 66,952.56p

Fund Charges

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

Bestinvest says


No information available.

Portfolio

sr global emerging markets g usd asset allocation illustration
Allocation Proportion
Equity 0%
High yield bonds
Quality bonds
Property
Commodities
Hedge 100%
Fund cash
sr global emerging markets g usd equity geographic illustration
Allocation Proportion
UK
Europe
Nth America
Japan
Pacific
Other Equity 100%
sr global emerging markets g usd equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


Seeking absolute returns, the SR Global Fund (Class G) Emerging portfolio is a long/short directional equity hedge portfolio with a typical net long bias. The widest possible view of emerging markets within the portfolio is adopted, including Latin America, Asia, Eastern Europe, Africa and the Commonwealth of Independent States. The approach is based on the identification of mispriced investment opportunities and the establishment of investable themes. When considered appropriate, the portfolio is enhanced with derivative overlays for hedging and investment purposes. Significant emphasis is placed on the use of cash for capital preservation purposes. A key feature of the portfolio construction process is the focus on continual risk monitoring and control.

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.

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