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Emerging Markets

Own your share of the fastest-growing economies across the globe.

5-10 Years

Minimum suggested investment time frame

6.66%

5 year p.a index return as at 30 November 2024

2.53%

Indicative dividend yield as at 30 November 2024

0.45%

Management fee p.a.


Overview

This fund provides access to companies listed in 23 emerging countries, including China, India, and Taiwan. Companies must be publicly listed in a country that S&P Dow Jones Indices classify as an ‘emerging market’, have a market value of at least $100 million, and meet specific trading volume requirements to be included in the fund.

Where is my money?

Take comfort in knowing which companies and locations your money is invested in.

holdings

Fund holdings as at 30 November 2024

CompanyCountryIndustryWeighting

SPDR Portfolio Emerging Markets ETF

-

100.05%

Cash & Cash Equivalents

-

-0.05%

Logos provided by Clearbit

Returns

As at 30 November 2024

N/A

3 months

N/A

1 year

N/A

3 years

N/A

5 years

N/A

Since inception

Fund returns are after fees and at 0% PIR tax. Returns for periods more than a year are annualised to be per annum (p.a.). See our full performance disclaimer for more details.

Risk

The risk indicator reflects how much the value of the Fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way. The lowest risk rating doesn’t mean “risk-free” and this risk indicator is not a guarantee of a Fund’s future performance.

1

2

3

4

5

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7

Lower risk

Higher risk

Performance

Range of Returns

-14.64%
vs
41.40%

The lowest and highest 12 month returns, in 5 years as at 30 November 2024*

Growth of 10K

$13,801.21

For the 5 years as at 30 November 2024, an investment of $10,000 would be up 38.01%*

Investment Objective

Capital Growth

The fund is designed to focus on capital growth and is a great satellite holding.

*These are the gross benchmark returns, not including fees or taxes.

Documents

Latest Factsheet

Updated: 30.11.2024

See the historical fund updates here

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Indices provided by: S&P Dow Jones Indices