Send us an enquiry

Send us an enquiry

This strategy utilises our established global emerging markets investment process in conjunction with a rigorous environmental stock rating methodology provided by Innovest Strategic Value Advisors.  We believe that, with the combined experience of Rexiter and Innovest, emerging markets and active management can generate attractive risk-adjusted returns by adding value at both the country and stock level.

Strategy Objective

Strategy Objective

To outperform the return of the MSCI Emerging markets Index by 4% a year over the course of a full market cycle.

Launch date: September 2004

Product Fact Sheets

Product Fact Sheets

For enquiries about this strategy or to request a fact sheet, please use the enquiry form in the left column.

Product Overview

Product Overview
Benchmark: MSCI Emerging Markets
Target Alpha: 4% pa over full market cycle
Investment area: Asia, Latin America, Europe, Middle East and Africa
Average holdings: 80

Investment Process

Investment Process

We know emerging markets are inefficient and that offers opportunities for active managers like us. We use fundamental analysis of companies and concentrate on stock selection. Emerging market investment offers the potential for strong growth but we are careful not to pay too much for that growth so we adopt a GARP philosophy – growth at a reasonable price.  Innovest’s mission is to integrate sustainability and finance by identifying non-traditional sources of risk and value potential for investors.  For Innovest, companies’ ability to handle social and environmental risks are powerful proxies and leading indicators for their overall management quality – or lack thereof.

  • Insights are generated by a team of experienced investors.
  • Each country fund manager has individual ownership for each stock decision.
  • Core exposure to emerging markets combined with an environmental and social sustainability overlay.

Investment Philosophy

Investment Philosophy

We believe emerging markets and Asia are different to developed markets and are changing rapidly. It takes experience and a specialist approach to keep up with these changing markets. The way we invest is built on this rapid change which means we can add value for our customers through active management. Our track record proves we can do this.

We believe that fundamental research harnessed by our investment process can generate strong risk-adjusted returns. Our research considers investments at both an individual stock level and country level. This is important for our markets, where analysis of economic and political developments can yield opportunities.

Team Profile

Team Profile