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Polen Emerging Markets Dividend Growth Class A - Income (GBP)

Sell:118.45p Buy:118.45p Change: 0.63p (0.53%)
Prices as at 22 November 2024
Sell:118.45p
Buy:118.45p
Change: 0.63p (0.53%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 22 November 2024
Sell:118.45p
Buy:118.45p
Change: 0.63p (0.53%)
Prices as at 22 November 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

All purchases incur a 0.4% pre-set dilution levy.

Our view on the sector

The emerging markets are a diverse range of economies stretching from Asia and Eastern Europe to South Africa and Latin America. Some are rich in commodities and natural resources, some rely on exporting goods to Western economies, and others have a vibrant consumer-driven society. They're all at different stages of economic development and while we think they've got great long-term growth prospects, they're more volatile and higher-risk than more developed ones. We think a broad global emerging markets fund could be a good starting point, then there are others that focus on a specific country or region.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

22/11/19 to 22/11/20 22/11/20 to 22/11/21 22/11/21 to 22/11/22 22/11/22 to 22/11/23 22/11/23 to 22/11/24
Annual return -5.38% 18.34% -22.54% 5.87% 1.46%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Kumar Pandit
Manager start date: 30 September 2020
Manager located in: London

Kumar is a Senior Partner at Somerset and Co-Manager of the Somerset Emerging Markets Dividend Growth Fund, having joined the investment team in January 2011. Kumar has expertise across global emerging markets with a particular emphasis on EMEA, Frontier Markets and Latin America. Kumar graduated from Kingston University where he read Computer Science and Business Studies and is a CFA Charterholder.

manager photo
Manager Name: Mark Williams
Manager start date: 30 October 2020
Manager located in: London

After leaving Cambridge University, Mark started his career in 1993 with James Capel Investment Management where he ran global investment mandates for discretionary portfolios. From August 1997, Mark joined Royal Sun Alliance to specialise in Asian investment, where he managed a number of mandates, including benchmark-measured, investment trust and peer group funds. In 2000 Mark took over the FPI GIP Far East Equity SICAV, then following the merger of ISIS Asset Management (born from the merger of Royal Sun Alliance and Friends Ivory & Sime) and F&C, he took over responsibility for the F&C Pacific Growth Fund, F&C's flagship high alpha retail fund. Mark transferred to Liontrust in October 2011, having joined Occam in October 2007. Mark graduated in 1993 with a Law degree from Cambridge University. He holds a Securities Institute Diploma.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now