|Asset Group||Asset Sub-Group||Investment Category|
|Equities||Emerging Markets||Smaller Company|
Chetan Sehgal succeeded emerging markets veteran Mark Mobius as named manager on the fund in April 2017. He had in fact been doing the heavy lifting on the fund since its launch in 2007 alongside Vikas Chiranewal, who also still works on the strategy. Warsaw-based Krzysztof Musialik stepped on to the roster in 2018. In managing the fund, the trio draw upon a large team of analysts providing support from locations across the emerging markets world.
The fund invests in 100 companies with market capitalisations that, at the time of purchase, are within the range of those included in the MSCI Emerging Markets Small Cap index. When choosing which companies to buy, they follow Templeton’s value-oriented approach – looking for small companies that appear cheap relative to their five years of projected earnings growth. The process starts with a screen of a master list of small company stocks, which seeks to identify higher-quality companies with strong business models, little or no debt, strong management and good corporate governance, trading at attractive valuations.
Next follows in-depth research and scrutiny by a regional review team. This includes undertaking hundreds of company visits each year, which aim to identify smaller companies that might otherwise be overlooked.
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.