Emerging Markets Income: January Monthly Commentary
3 minutes read timeIn January the fund appreciated by 3.6% as markets, particularly in Asia, were buoyed by the prospect of the Chinese re-opening. China is the only country globally with supportive policy action combined with a benign rates environment and so we have added very selectively to positions where we see extreme valuation discounts (one position had […]
Emerging Markets Income: December Monthly Commentary
3 minutes read timeIn December the fund declined by 2.75% leaving the return for the full year since launch in June at -0.3% adjusted for dividend distributions. On January the 3rd the fund went ex-dividend for the fourth quarter payment of £0.166, a yield of 1.7%, bringing the total distribution since inception in June to £0.634, which annualises […]
Pacific Emerging Markets Breakfast Meeting
< 1 minute read timePacific Asset Management was delighted recently to host a hybrid Emerging Markets Breakfast event with the highly experienced managers of the Pacific EM All Cap Equity and Pacific EM Equity Income Opportunities funds.