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Group ratings: the emerging market stars

In this week's crunch we highlight the firms leading the way in the complex world of emerging markets.

RAM Active Investments

Emmanuel Hauptmann, Thomas de Saint-Seine and Maxime Botti manage the RAM (Lux) SF-Emerging Markets Equities fund. Over the past three years, they have returned 26.78%, and outperformed the average manager’s 21.12% return. Recently, the fund scaled back its overweights in Turkey and Thailand, and reduced its underweight to China, India and South Africa.

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RAM Active Investments

Emmanuel Hauptmann, Thomas de Saint-Seine and Maxime Botti manage the RAM (Lux) SF-Emerging Markets Equities fund. Over the past three years, they have returned 26.78%, and outperformed the average manager’s 21.12% return. Recently, the fund scaled back its overweights in Turkey and Thailand, and reduced its underweight to China, India and South Africa.

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Henderson Global Investors

Glen Finegan has managed the Henderson Gartmore Emerging Markets fund since February 2015. He was joined by Nicholas Cowley this year. Over the 12 months, Finegan has returned 35.96%. The fund is significantly underweight information technology, with the sector having a 23.94% weighting in the MSCI Emerging Markets index, but Henderson’s offering has just 6.7% of the portfolio allocated to it.

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First State

First State have a UK offering of five funds. The largest by market share is the Stewart Investors Global Emerging Markets Leaders fund managed by Jonathan Asante and Ashish Swarup. With 30.4% of the fund in consumer staples, it is overweight the sector. Consumer staples have a 7.9% weighting in the MSCI Emerging Markets index. Over the past 12 months, Asante has returned an average of 30.33% across his UK registered funds, and Swarup, 29.27%.

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Aberdeen Asset Management

Devan Kaloo manages the Aberdeen Emerging Markets Equity fund and the Global – Emerging Markets Equity fund. His 12-month return of 38.5% to the end of September outperforms the average manager’s 35.14%. Boyan Filev broadens Aberdeen’s offering with a more quantitative strategy. They aim to identify themes expected to outperform, such as fundamental analysis, valuation trend and financial strength using a quantitative framework.

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