Legg Mason IF Martin Currie Emerging Markets S
| Shares Class | Inc. |
|---|---|
| Yield | 1.10 |
| Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
| Shares Class | Inc. |
|---|---|
| Yield | 1.10 |
| Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
| Fund Size | 35,948,900.00 | Launch Date | 26/06/2015 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.55 |
| Sector | IMA UK Equity Income | Min Investment (£) | 50,000,000.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00BYWDTB80 | Min Topup (£) | 0.00 | Ongoing Charge (%) | 0.7000 (on 30/12/2019) |
To achieve long-term capital growth through investment in emerging markets.
Divya Mathur
Divya is a co-manager of our Emerging Markets strategy, with responsibility for technology sector research. He joined Martin Currie in 2010 from SWIP, where he was Investment Director on its emerging markets desk. As portfolio manager, Divya was lead manager of the Emerging Markets Infrastructure fund and co-manager of the balanced mandates. As sector analyst, he was responsible for stocks across the technology and utilities sectors in emerging markets. Earlier, Divya spent over a decade at Henderson Global Investors in London, where he began his career as a quantitative strategist, before managing GEM and dedicated Indian equity portfolios for eight years. Divya speaks Hindi. He is an associate of the UK Society of Investment Professionals (ASIP). Divya has an MSc in Investment Analysis from the University of Stirling and a BSc (Hons) in Computer Science and Accounting from the University of Manchester.
Alastair Reynolds
Alastair joined Martin Currie in 2010 and co-manages our Emerging Markets strategy, with specific responsibility for researching stocks in the transport, telecoms sectors, energy and materials sectors. He joined us from SWIP, where he was research manager on its emerging markets desk. He was lead manager of the emerging markets smaller companies and specialist Central and Eastern European mandates. Before joining SWIP in 2000, Alastair was an investment manager with Edinburgh Fund Managers. He began his career with Scottish Amicable Investment Management, where he spent seven years as an analyst and fund manager. Alastair is an associate of the UK Society of Investment Professionals (ASIP).
Paul Desoisa
Paul is a Portfolio Manager in our Emerging Markets team, where he is responsible for researching stocks in the industrial and utilities sectors. He joined Martin Currie in 2013 as an investment trainee in technology, media and telecoms research, before progressing into a portfolio management role in the North America team. He previously worked as a trainee actuary for Punter Southall and has undertaken internships at J.P. Morgan and Redburn Partners. In 2012, Paul completed a BSc (Hons) in Mathematics and Statistics at the University of York. He is a CFA® charterholder.
Andrew Mathewson
Andrew is a co-manager of our Emerging Markets strategy and has responsibility for researching stocks in the consumer and healthcare sectors. He joined Martin Currie in 2005 from the Scottish Investment Trust, where he was an investment manager for UK equities. For over five years, Andrew worked in Martin Currie’s Asia and emerging markets team, as an investment manager for the GEM product with a research focus on EMEA markets. With the arrival of the former SWIP emerging markets team, Andrew integrated into the new emerging markets team, taking on responsibility for the consumer and healthcare sectors. Andrew is a CFA® Charterholder. He has a BSc (Hons) in Economics from the University of St Andrews.
Colin Dishington
Colin is a co-manager of our Global Emerging Markets strategy, with responsibility for researching stocks in the Communication Services sector. Before re-joining Martin Currie in 2018, he worked as a research analyst at Matthews Asia, an Asia-only investment specialist. Before this, Colin worked at Martin Currie from 2010-2012, initially as Assistant Research Analyst, working on global financial stocks, before progressing to Assistant Portfolio Manager in our Japan team. Colin began his professional career as a Trainee Chartered Accountant at Chiene & Tait Chartered Accountants. He is a CFA® Charterholder and has an MA in Economics from the University of Glasgow.
| Name | Weight |
|---|---|
| Brazilian Equities | 3.00% |
| Chinese Equities | 32.00% |
| Dutch Equities | 2.00% |
| European Equities | 0.00% |
| Hong Kong Equities | 2.00% |
| Hungarian Equities | 2.00% |
| Indian Equities | 11.00% |
| Indonesian Equities | 2.00% |
| Mexican Equities | 0.00% |
| Money Market | 0.00% |
| Peruvian Equity | 2.00% |
| Philippine Equities | 0.00% |
| Russian Equities | 2.00% |
| South Korean Equities | 20.00% |
| Taiwanese Equities | 12.00% |
| Turkish Equities | 0.00% |
| US Equities | 2.00% |
| Name | Weight |
|---|---|
| Brazil | 3.00% |
| China | 32.00% |
| Cyprus | 0.00% |
| Hong Kong | 2.00% |
| Hungary | 2.00% |
| India | 11.00% |
| Indonesia | 2.00% |
| Korea | 20.00% |
| Mexico | 0.00% |
| Money Market | 0.00% |
| Netherlands | 2.00% |
| Peru | 2.00% |
| Philippines | 0.00% |
| Russia | 2.00% |
| Taiwan | 12.00% |
| Turkey | 0.00% |
| USA | 2.00% |
| Name | Weight |
|---|---|
| Cash & Cash Equivalents | 0.00% |
| Communications | 10.00% |
| Consumer Discretionary | 20.00% |
| Consumer Staples | 1.00% |
| Energy | 4.00% |
| Financials | 18.00% |
| Health Care | 1.00% |
| Information Technology | 30.00% |
| Materials | 9.00% |
| Utilities | 1.00% |
| Name | Weight |
|---|---|
| TAIWAN SEMICONDUCTOR MANUFACTU | 9.00% |
| SAMSUNG ELECTRONICS CO | 8.00% |
| TENCENT HLDGS LTD | 7.00% |
| ALIBABA GROUP HLDG LTD | 6.00% |
| LG CHEM | 4.00% |
| MEITUAN | 3.00% |
| EPAM SYSTEMS INC | 2.00% |
| PING AN INSURANCE(GR)CO OF CHI | 2.00% |
| PROSUS N.V. | 2.00% |
| TITAN CO LTD | 2.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.