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.
Press Release: Pacific AM launches its first Emerging Market Equities Active ETF
2 minutes read timeGEME provides investors with a concentrated, value-orientated portfolio of large- and mid-cap EM equities, actively managed by a highly experienced team
Emerging Markets: December Monthly Commentary
4 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.
Emerging Markets Income: December Monthly Commentary
2 minutes read timeIn December the fund appreciated by 1% bringing the full year return to 13.6%. A fourth quarter dividend was declared of 0.109366p giving a full year net yield after withholding taxes of 6.4% which compares to December UK CPI of 2.5% year on year.
Emerging Markets Income: November Monthly Commentary
2 minutes read timeIn November the fund appreciated by 1.6%, led again by the UAE which was almost all due to the performance of Emaar Development following another significant beat in quarterly earnings.