Trustnet Magazine Issue 10 September 2015 | Page 22

INVESTMENT STRATEGY

EMERGING MARKETS

Expertly
navigating the UK

20

THE INCOME PLAY:
SOMERSET EMERGING MARKETS DIVIDEND GROWTH

When it comes to investing in global emerging markets, most people
think of the potential growth stories over a long-term period. However,
recent fund launches in the sector have been targeted at pushing
emerging markets as an income play and in this space both Assan
and Robertson highlight Edward Lam’s Somerset Emerging Markets
Dividend Growth fund. The fund, which was launched in March 2010,
has five FE Crowns and is top quartile over one and three years, while
over five years it is up 21.73 per cent even though the sector is down.

Investment trusts from Schroders
For UK investors, home shores can form the bedrock of
an investment portfolio.
That’s why you’ll find some of our most senior
investment talent at the helm of our longstanding UK
investment trusts. Our managers bring an average of 26
years’ industry experience to managing the trusts. So if
skilled hands are important on your investment voyage,
make Schroders your first port of call.
There are three trusts in the Schroders UK range:
Schroder UK Mid Cap Fund plc, investing in
medium-sized companies; Schroder Income Growth
Fund plc, aiming to provide both income and growth,
and Schroder UK Growth Fund plc, which seeks to
capitalise on the growth potential of UK companies.
As with any investment, investment trusts carry risk. The
value of an investment trust will rise and fall in value, and
you may not get back what you put in. As these trusts
concentrate on only the UK, they can carry more risks
than those trusts that are spread across a number
of regions.
Whether your focus is growth, income or a combination,
our deep knowledge of the UK can help you chart the
right course. Talk to your financial adviser or visit
schroders.co.uk/its

PERFORMANCE OF FUND VS SECTOR OVER 5YRS
50%

Fidelity - Emerging Markerts (16.6%)

40%

IA Global Emerging Markets (-5.38%)

30%
20%
10%
0%

Mar 15

Sep

Mar 14

Sep

Mar 13

-10%
Sep

Over three years, average underperf