Emerging Markets: May Monthly Commentary
2 minutes read timeDuring a turbulent April, the Strategy underperformed the MSCI Emerging Markets index by 2.4%.
Emerging Markets Income: April Monthly Commentary
2 minutes read timeIn April the fund was down -1.98%. We had positive performance from our holdings in Greece and South Korea, whilst the main detractor was China.
Emerging Markets: April Monthly Commentary
2 minutes read timeDuring a turbulent April, the Strategy underperformed the MSCI Emerging Markets index by 2.4%.
Emerging Markets Income: March Monthly Commentary
2 minutes read timeIn March the fund was down 20bp and over the first quarter up 2.3% which compares favourably to MSCI Emerging markets and MSCI world which were both down over the same period.
Emerging Markets: March Monthly Commentary
3 minutes read timeDuring the first quarter of 2025 the Pacific North of South EM All Cap Equity Fund (USD I Distributing share class) outperformed the MSCI Emerging Markets index by +2.2%.
Pacific Emerging Markets Video Update
2 minutes read timeSeb Stewart, Head of US Institutional Sales, sits down with Kamil Dimmich, Portfolio Manager and Partner, North of South Capital LLP, to reflect on recent performance of the Pacific North of South Emerging Markets strategies in Q3.
Emerging Markets: February Monthly Commentary
2 minutes read timeDuring February, the Strategy performed broadly in line with the MSCI Emerging Markets index
Emerging Markets Income: February Monthly Commentary
2 minutes read timeIn February the fund returned -1.0%. Positive performance came from China and Eastern Europe, the detractors were South Africa and South Korea.
Emerging Markets Income: January Monthly Commentary
2 minutes read timeThe fund started the year positively with a gain of 3.6%. Considering the concern associated with trade tariffs from the new US administration, this probably comes as a pleasant surprise.
Emerging Markets: January Monthly Commentary
2 minutes read timeDuring 2024 the Pacific North of South EM All Cap Equity Fund outperformed the MSCI Emerging Markets total return index by over +1.9%, helped by strong relative performance of +6.5% during the final quarter.