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Fidelity Emerging Markets - New rating
The fund aims to achieve long-term capital growth, targeting outperformance of the MSCI Emerging Markets Index by 2% net of fees on a rolling 3-year basis. The level of income is expected to be low. The fund seeks to invest in the best ideas from Latin America, the Emerging Europe Middle East and Africa (EMEA) region and Emerging Asia, investing in high quality, attractively priced companies that are capable of delivering sustainable returns.
Nick Price is the experienced Emerging Markets equities manager, who has been running money in the space for over 10 years, and took over this fund in July 2009. He is an accountant by background and does scrutinise companies’ balance sheets rigourously. We find this helpful in picking better quality companies that potentially better protect the fund’s performance in falling markets. The approach is team-based. Team members have over 17 years’ experience on average and have invested together since 2005. Relative and absolute performance has been strong since NP took over in July 2009.
We have assigned the 4 star rating to this fund based on the experience of the manager underpinned by the well-resourced team.
The property market is illiquid and this can, in exceptional circumstances, lead to times in which clients are unable to dispose of part or all of their holding. Property valuations are made by independent agents but are ultimately subjective and a matter of judgement.