02 Oct 2019
Every month we study the universe of funds in the investment marketplace to assess whether they meet our exacting standards and should be given the RSMR seal of approval.
This fund has been one of the top performing funds in the sector over the long term. A key competitive advantage is the depth of the analytical resource at T.Rowe whereby wider coverage allows the sector-specific analysts to focus on 30 – 40 companies each, frequently conducting on-site visits and company management meetings as part of their due diligence process. Over the long term, the substantial outperformance has been generated at volatility and maximum drawdown levels which are marginally higher than the benchmark but generally in line with the peer-group average, highlighting superior risk-adjusted returns.
Read the full profile:
https://research.rsmr.co.uk/docs/fund-factsheets/t-rowe-price-us-large-cap-growth-equity/
This fund invests with an unconstrained approach across emerging markets including frontier markets and is managed by First State Stewart Asia (FSSA) who have built strong records in Asia, China and India mandates. There is a large investment team, mainly based in Asia, with the overall team headed by Martin Lau, who is one of the most highly regarded managers in Asia. Alongside his team members, he has established an outstanding record in both broad Asian and specialist regional funds. The fund will follow the same process as all FSSA funds with a focus on quality and sustainable growth and is suitable as a core holding for investors looking for long-term capital growth.
Read the full profile:
https://research.rsmr.co.uk/docs/fund-factsheets/first-state-global-emerging-markets-focus-fund/
This information is for UK Professional Advisers only and should not be given to retail clients.The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.
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