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ii Super 60 - Mobius Investment Trust

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ii Super 60 investments:
Mobius Investment Trust

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Asset Group Asset Sub-Group Investment Category
Equities Emerging Markets Adventurous

Selection rationale:
Mobius Investment Trust provides actively managed exposure to the emerging and frontier markets investment theme, while also focusing on environmental, social and governance (ESG) issues. The strategy was launched in 2018 and invests in a highly concentrated portfolio of around 25 to 30 stocks for the long-term (five plus years). The managers, industry veteran Mark Mobius and Carlos von Hardenberg, have a long and successful track record prior to 2018 of managing mandates in this specialist area of the market previously at Franklin Templeton. The trust is benchmark unconstrained and the portfolio is constructed on the merits of individual stocks rather than a particular sector or region.

The investment process is well-defined and constructed from company screening and analysis based on a number of proprietary models as well as meetings with company executives. Managers put strong focus on quality and select only companies that have demonstrated stability of cash flows and revenues tested through all market conditions. In addition to the growth opportunities and diversification benefits, it is their belief that due to the lower ESG standards in emerging and frontier markets, there is a strong potential for the fund to impact positive change.

Investors should also be aware of the risks involved with this strategy – smaller companies within the emerging and frontier markets could have more volatile returns compared to the broader market. Therefore, the trust could be best utilised as a satellite growth engine to complement a well-diversified portfolio.

September 2020

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Risk warnings

Past performance of the underlying constituents is not a guarantee of future performance. The value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. 

Annual performance can be found on the factsheet of each fund, trust or ETF. Simply click on the asset’s name and then the performance tab. 

The information we provide in the ii Super 60 investments list is an opinion provided by ii or one of its partners on whether to buy a specific investment. Please note that none of the opinions we provide are a “personal recommendation”, which means that we have not assessed your investing knowledge and experience, your financial situation or your investment objectives. Therefore you should ensure that any investment decisions you make are suitable for your personal circumstances.

If you are unsure about the suitability of a particular investment or think that you need a personal recommendation, you should speak to a suitably qualified financial advisor. 

Any changes to the ii Super 60 investments list and the rationale behind those decisions will be communicated through the Quarterly Investment Outlook.

Details of all recommendations issued by ii during the previous 12 month period can be found here.

ii adheres to a strict code of conduct. Members of ii staff may hold shares in companies mentioned in the ii Super 60 investments list, which could create a conflict of interest. Any member of staff intending to complete some research about any financial instrument in which they have an interest are required to disclose such interest to ii. We will at all times consider whether such interest impairs the objectivity of the recommendation.

In addition, staff involved in the production of this ii Super 60 list are subject to a personal account dealing restriction. This prevents them from placing a transaction in the specified instrument(s) for five working days before and after an investment is included or amended and made public within the list. This is to avoid personal interests conflicting with the interests of the recipients of this ii Super 60 investments list.