The Skerryvore Global Emerging Markets All-Cap Equity Strategy aims to invest responsibly in emerging markets with the goal of generating absolute long term-returns. The aim is to create a high conviction portfolio of reasonably-valued, high quality companies that are exposed to, or operate in, emerging markets.
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Performance figures are AUD unhedged and are gross of fees and expenses.
| Benchmark | MSCI Emerging Markets Index |
| Reporting currency | AUD unhedged |
| Security range | 40-80 |
| Active security limit | 10% |
| Cash limit | 0-10% |
| Investment style | Growth/quality |
| Portfolio manager | Glen Finegan (Lead), Michael Cahoon, Nicholas Cowley, Stephen Deane, Ronan Kelleher, Ian Tabberer |
| Investment team | BennBridge is the Fund's investment manager. Skerryvore Asset Management's global emerging markets investment team is assigned to BennBridge to carry out investment management services. |
| Inception date | 15 December 2020 |
31 January 2025
| Strategy | Benchmark* | Value add | |
| 1 Month | 0.27% | 1.04% | -0.76% |
| 3 Months | 0.48% | 2.90% | -2.42% |
| 6 Months | 1.88% | 6.26% | -4.38% |
| 1 Year | 9.96% | 21.62% | -11.66% |
| 3 Years p.a. | 6.45% | 3.40% | 3.05% |
| 5 Years p.a. | - | - | - |
| Since Inception p.a. | 7.44% | 3.88% | 3.55% |
Performance figures are AUD unhedged and are gross of fees and expenses.
Past fund performance is not indicative of future performance.
*MSCI Emerging Markets Index (AUD).
**Inception date is 02/08/2021.