Summary

  • Fund range:Investment Trust
  • Type:Equity
  • Region:Global
  • Sector:-
  • Size:-
  • Launch date:29/07/2010

Objective:
To provide investors with a dividend income combined with the potential for long term capital growth from investing in a diversified portfolio of emerging markets investments.

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Performance

  • 1 yr
  • 3 yr
  • 5 yr
  • All
 

You should remember that past performance is not a guide to the future.

Costs

Invest from:

  • Lump sum: £500
  • Monthly: £50

Fund charges on WealthManager+

  • Initial charge: 0.00%
  • Ongoing charge: -
  • Exit charge: 0.00%
  • Brokerage: £10.00   

WealthManager+ charges
Fund charges explained

Risk

Investment horizon:

Not available

What does this mean?

The SRRI (Synthetic Risk and Reward Indicator) is a measure of the overall risk and reward profile of a fund. Funds are categorised on a scale from 1 to 7, with 1 being lowest risk and 7 being highest risk. Typically, the SRRI is derived from the volatility of past returns over a 5-year period.

More on risk

Independent ratings

By Morningstar:

as at

Morningstar Inc. is a provider of independent investment research and ratings.

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Why invest in this fund?

  • The trust primarily seeks a dividend yield which is higher than the average emerging market company but also growth companies in this exciting equity sector. This gives the fund attractive total return qualities which may help investors to look through the associated volatility on a more strategic basis.

Points to consider

  • Investments in emerging markets may involve a higher element of risk due to political and economic instability and underdeveloped markets and systems.
  • Exchange rate changes may cause the sterling value of underlying overseas investments to go down as well as up.
  • Investment trusts may utilise gearing which will exaggerate market movements both down and up which could mean sudden and large falls in value. For further details, please refer to the trust's annual report and accounts.

How to invest online

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Copyright © 2012 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed (save (i) as incidentally necessary in the course of viewing it on-line (ii) in the course of printing off single copies of web pages on which it appears for the use of those authorised to view it on-line), or adapted in any way (3) is not warranted to be accurate, complete or timely. This Morningstar-sourced information is provided to you by J.P. Morgan Asset Management Marketing Ltd. and is at your own risk. You agree that Morningstar and J.P. Morgan Asset Management Marketing Ltd. are not responsible for any damages or losses arising from any use of this information and that the information must not be relied upon by you the user without appropriate verification. J.P. Morgan Asset Management informs you as follows: (i) The information provided should not form the sole basis of any investment decision (ii) no investment decision should be made in relation to any of the information provided other than on the advice of a professional financial advisor; (iii) past performance is no guarantee of future results; and (iv) the value and income derived from investments can go down as well as up.
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About investments

The value of investments and the income from them can go down and up, and you may not get back as much as you paid in. Tax benefits and liabilities depend on individual circumstances and may change in the future.

Past performance is not a guide to the future.

Ways to invest in this fund

You can invest in this fund in an ISA, Junior ISA, SIPP or Investment Account online, by post or by phone.

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