decorative icon

In-depth research and our heritage in emerging markets, combined with our global reach, enable us to identify transformative trends at an early stage. We’re well placed to identify these themes, which we believe will create the long-term opportunities of the future.

About this fund

The Fund primarily invests in the equity securities of companies based in emerging markets that we believe will benefit from themes relating to structural and economic development.

Investors should consider the risks that may impact their capital. The value of your investment may become more or less than the amount you initially invested.

Key features

  • Invests in themes and development trends in emerging markets
  • Provides exposure to development opportunities that are underrepresented in broad indices
  • Seeks diversification through risk-weighted allocations

The pace of change in emerging markets is accelerating

Economic development is driving structural growth, providing new areas of investment opportunity
80 %

of the Philippines’ population has no access to finance. As emerging markets mature, companies in their financial services sectors will benefit.

23 rd

is China’s current world ranking for robot density. China aims to be one of the top 10 most intensively automated nations by 2020. Automation and robotics are key drivers of growth for EM.

1.9 bil.

people globally lack access to clean water. Sustainable development is a key policy objective for many EM governments.

2 beds

per 1,000 people in hospitals in Brazil, compared with five in developed markets. Growth in health care provision is a multi-decade theme.

The four forces of structural change

Increasing the efficiency of the factors of production through technology, innovation and institutional reform

Examples of investment themes:

  • Automation & robotics
  • Logistics & infrastructure

Using available resources with consideration for future generations and the environment through alternative energy, waste management and recycling

Examples of investment themes:

  • Environmental consciousness
  • Energy efficiency

Ensuring stable progress in quality of life through changing patterns of behaviour and preferences in how time and money are spent

Example of investment themes:

  • Social empowerment
  • Digital connectivity

Broadening the range of beneficiaries of economic progress as measured by access to health care, education and finance

Example of investment themes:

  • Health care provision
  • Financial-market deepening

The four forces of structural change

four forces graphic

ENHANCED PRODUCTIVITY

Increasing the efficiency of the factors of production through technology, innovation and institutional reform

Examples of investment themes:

  • Automation & robotics
  • Logistics & infrastructure

SUSTAINABILITY

Using available resources with consideration for future generations and the environment through alternative energy, waste management and recycling

Examples of investment themes:

  • Environmental consciousness
  • Energy efficiency

IMPROVED LIVING STANDARDS

Ensuring stable progress in quality of life through changing patterns of behaviour and preferences in how time and money are spent

Example of investment themes:

  • Social empowerment
  • Digital connectivity

INCLUSIVENESS

Broadening the range of beneficiaries of economic progress as measured by access to health care, education and finance

Example of investment themes:

  • Health care provision
  • Financial-market deepening

Emerging markets and structural development themes

Fund Managers Daire Dunne and Simon Henry discuss the structural development themes they believe present enduring and attractive investment opportunities in emerging markets.

wellington management video screenshot

Five cities in five days: Grassroots research at Wellington

How do you get to the heart of a local market as large and dynamic as India’s? Go see it. Portfolio Managers Liliana Dearth and Simon Henry believe that getting a holistic view of opportunities in emerging markets requires getting on the ground and meeting with consumers — face to face, in their homes, and on the street.

wellington management video screenshot

EXPLORE OUR EMERGING MARKETS FUNDS

  • image

    EMERGING LOCAL DEBT
    FUND

    Blending a quantitative framework with fundamental analysis to uncover opportunities in local interest-rate and currency markets.

    VIEW FUND
  • image

    BLENDED OPPORTUNISTIC EMERGING MARKET DEBT FUND

    Blending best ideas across the Emerging Markets Debt spectrum to pursue compelling opportunities.

    VIEW FUND

    CAPITAL AT RISK

    DISCLOSURES & FOOTNOTES
    Investment in the funds described on this website carries a substantial degree of risk and places an investor’s capital at risk. The price and value of investments is not guaranteed and can go down as well as up. An investor may not get back the original amount invested and an investor may lose all of their investment. Investment in the funds described on this website is not suitable for all investors. If an investor is in any doubt as to the suitability of an investment in a fund, an investor should consult an independent financial advisor. The information on this website does not constitute, and should not be construed as, investment advice or a recommendation to buy, sell or otherwise transact in any security including, but not limited to, shares in the funds. An investor should only invest in a fund once that investor has carefully read and understood the offering documents for the relevant fund, which are the relevant prospectus, and Key Investor Information which contain further information on the risks and features of the fund, and the latest financial reports and any other offering documents for the fund which are available on this Website. Unless stated otherwise data is as at previous month end.

    Add Your Heading Text Here

    Add Your Heading Text Here

    Add Your Heading Text Here