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Digital Subscriptions > International Adviser > June 2017 > STYLE VS VALUE

STYLE VS VALUE

Emerging markets are increasingly attractive but selecting the right fund is the key to performance

Global emerging market investors have been rewarded of late, with the MSCI emerging market index outperforming the global MSCI all country world index in both 2016 and 2017 to the end of April.

Last year, the market was led by value-orientated companies, which was clearly reflected in the relative performance of indices and investment funds both globally and in emerging markets.

Simon Dorricott Associate director, equity strategies, Morningstar

To date, there has been a reversal of this trend, as the growth style has outperformed. This about-turn in market leadership has produced rather testing conditions for investment managers in terms of producing consistent outperformance.

Reversal of fortunes

Generally, funds that have a growth style, such as Comgest Growth Emerging Markets, Hermes Global Emerging Markets and Fidelity Emerging Markets, have outperformed year to date, after underperforming in 2016.

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Including… The prospect of yet more twists and turns for international financial planners as the UK elects a new government, a South Africa family office’s plans for robo-advice, growth prospects in the US for Bupa, and why Templeton’s veteran fund manager guru Mark Mobius keeps on going
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