Stewart Investors GEM Leaders Fund

this is a well-managed fund with a good team but like all emerging market funds has struggled to deliver positively over the last five years

Intro

First State/Stewart have built a fantastic reputation in the Emerging Market space and this is one of their flagship funds. The fund is co-managed by Tom Prew and Jonathan Asante.

In this update we talked about their investment approach and outlook moving forward.

Update

Tom started by explaining that returns of less than 3% pa. over 5years is not a fair risk/reward ratio. By that he means that for the additional risk an investor takes by investing in a particular asset they should get rewarded through higher returns and this just hasn’t happened…(read more)

Fund Facts Morningstar

 

Notes

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