Emerging Markets: June Monthly Commentary
3 minutes read timeDuring a turbulent April, the Strategy underperformed the MSCI Emerging Markets index by 2.4%.
Emerging Markets Income: May Monthly Commentary
2 minutes read timeIn May the fund gained 2.6%, which was led by our holdings in Taiwan and Financials. Much of the strength in Taiwan was attributable to an unexpected 9% surge of the Taiwan Dollar which happened over just a few days.
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.