Edinburgh privately owned asset management firm Aubrey Capital Management has announced today that its SVS Aubrey Global Emerging Markets fund is now available for retail investors on the UK investment platform Hargreaves Lansdown. The Luxembourg domiciled Aubrey Global Emerging Markets Opportunities Fund is already available on retail platforms Bestinvest (powered by Tilney), Chelsea Financial Services, AJ Bell and Interactive Investor. This is an important step for Aubrey as it expands its distribution capabilities to meet demand in the UK.
The platforms adopting Aubrey’s Global Emerging Markets fund are providing further recognition of the fund’s stellar performance. Over the last five years, it has outperformed its benchmark, the MSCI TR Net Emerging Markets USD index, returning 145.1% vs 84.5%, respectively.
Andrew Dalrymple, an Aubrey founding partner and the lead manager of the Global Emerging Markets fund, feels that investors can no longer afford to ignore opportunities in emerging markets. Particularly in countries such as China and India, where companies can provide significant levels of growth, diversification, and often higher returns to their counterparts in further developed countries.
Andrew Dalrymple said, “The wait is finally over for UK investors eagerly awaiting our Global Emerging Markets fund to be added to their preferred investment platforms.”
“We are delighted to see B to C platforms such as Hargreaves Lansdown, Bestinvest, CheIsea, AJ Bell, and Interactive Investor make available our funds to direct investors via their platforms and acknowledge the returns we’ve been able to generate for our clients”, said Dalrymple.
Aubrey Chief Executive Officer Mark Martyrossian said, “If only you were on the Hargreaves Lansdown platform, we should love to invest has been repeated to us multiple times over the last years. We are therefore delighted with the news that we are now available to investors via Hargreaves Lansdown.”
Notes to editors
1. About the SVS Aubrey Global Emerging Markets fund
The SVS Aubrey Global Emerging Markets onshore fund is available on the Hargreaves Lansdown platform via the following share class:
I. SVS Aubrey Global Emerging Markets Fund B Accumulation Shares GBP [ISIN: GB00BNDMH797]
The offshore fund is available on Bestinvest (powered by Tilney), Chelsea Financial Services, AJ Bell and Interactive Investor via the following share class:
ii. Aubrey Global Emerging Markets Opportunities Fund RC1 GBP [ISIN: LU1391034839]
It aims to achieve capital growth over the long term (5 years plus) and will invest at least 95% in shares of emerging market companies.
The fund may also invest in transferable securities (including but not limited to shares and bonds issued by governments and other organisations, cash deposits and money market instruments, warrants and other investment funds.
The Investment Manager’s focus is on growth companies expected to deliver increasing revenue and profit from the expansion of their business over the medium to long term, with a market capitalisation of at least $500 million.
As part of its investment process, the Investment Manager integrates environmental, social and governance (“ESG”) factors into its routine analysis.
Any income the fund generates will be re-invested.
You can buy and sell shares Monday to Fridays, excluding UK public and bank holidays.
The fund may use derivatives for efficient portfolio management (EPM), i.e. to protect against market or currency movements, to reduce cost or to earn income or capital.
The fund is actively managed, which means that the manager has discretion over the composition of its portfolio, and the fund is not tracking a benchmark, nor is the fund constrained by the value, price or components of a benchmark or any other aspect. The fund is also not aiming to match or exceed the return of any benchmark.
For more information, please visit: https://www.aubreycm.co.uk/fund/aubrey-global-emerging-markets-opportunities-fund
2. About Aubrey Capital Management
Aubrey Capital Management Ltd is a specialist investment manager with a focus on global conviction funds. Founded in 2006 and incorporated in Edinburgh, Scotland, Aubrey is a privately held company with all its shareholders actively involved in managing the business. The Aubrey team has collective investment experience of over 120 years in the UK, USA, Europe, Asia and Emerging Markets, and an impressive track record of managing similar global funds in the past.
Compliance Notes
This press release is specifically provided for use by media representatives in the UK.
This document has been issued by Aubrey Capital Management Limited, which is authorised and regulated in the UK by the Financial Conduct Authority.
You should be aware that the regulatory regime applicable in the UK may well be different in your home jurisdiction.
For more information on Aubrey Capital Management, go to www.aubreycm.co.uk or contact the sales team at clientservices@aubreycm.co.uk.
Issued by:
Sam Shelton
Fortuna Asset Management Communications Ltd.
Tel: +44 (0) 7540 336998
Em: sam@fortunaamc.co.uk
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