Factsheet: Templeton Em Mkts Smlr Coms W(acc)GBP
Rated Fund 2016-2018. A smaller companies fund with a strong legacy
This fund won the Money Observer Best Emerging Markets Fund award in 2015, when times were particularly tough for emerging markets, and again in 2016 and 2017. Its performance dipped during 2017, but we have high hopes for its new manager, Chetan Sehgal. He took over the running of the fund from emerging markets veteran Mark Mobius in April 2017, inheriting a fund with a strong legacy.The fund invests in around 140 companies with market capitalisations at the time of purchase that are within the range of those companies included in the MSCI Emerging Markets Small Cap index. China contributed most to the fund's performance during 2017, but it is significantly underweight this Asian powerhouse versus the index. Allocations to India, South Africa, Indonesia and, interestingly, Switzerland have also led recent performance.
Narrative and ratings content all as of 01 January 2018.See all Money Observer rated funds
|Bajaj Holdings and Investment Ltd||3.34 %|
|Apollo Tyres Ltd||3.01 %|
|Baozun Inc ADR||2.70 %|
|Hoa Phat Group JSC||2.38 %|
|The Federal Bank Ltd||2.24 %|
|Fila Korea Ltd||2.03 %|
|Medy-Tox Inc||1.86 %|
|Federal Home Loan Banks 0%||1.83 %|
|Imax Corp||1.75 %|
|Balkrishna Industries Ltd||1.75 %|
|Asia - Emerging||49.80 %|
|Asia - Developed||25.58 %|
|Europe - Emerging||8.00 %|
|Latin America||7.84 %|
|Consumer Cyclical||28.05 %|
|Financial Services||14.08 %|
|Basic materials||9.50 %|
|Consumer Defensive||7.35 %|
Data provided by Morningstar.
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You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.