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Charlemagne Magna Emerging Markets Dividend

Elite Rated by FundCalibre

This fund offers exposure to emerging market companies that pay higher-than-average dividends. This results in a slightly lower risk profile than peers and an attractive yield.

Company Description

Charlemagne Capital is a specialist emerging and frontier markets asset manager. Listed on the London Stock Exchange, it is little known by UK investors as most of its clients are large institutional investors. Its strategies focus heavily on equities, but also create exposure to property and bonds. The group was awarded the Elite Equities Provider rating in 2017.

Factsheet_charlemagne_logo

Fund Manager

As an emerging markets specialist, the investment team is very well resourced with 26 investors. Each analyst researches a broad industry sector and is responsible for generating new investment ideas. The team is led jointly by Mark Bickford-Smith and Julian Mayo, with Mark acting as the lead portfolio manager.

Factsheet_mark_bickford_smith_charlemagne

Our analysis relies upon discipline and common sense in equal measure.

Mark Bickford-Smith - Fund Manager

The Investment Process

The investment process is focused on finding the best companies, rather than predicting market or economic trends. The team search for companies that are able to pay high dividends in the short term but are also able to grow those dividends over the long term. These are often in niche areas, which may be overlooked by less well-resourced teams. The best ideas are then used to create a balanced portfolio.

Risk

In common with all emerging market portfolios, this fund is likely to be more risky than a UK stock market investment over the long term. However, the emphasis on dividends is likely to create a lower risk profile than most other emerging market funds.

Our Opinion

A hidden gem among other better known emerging markets funds, with also pays a yield. This fund benefits from a strong team, an intuitive investment approach and the backing of a company with many years of specialist experience.

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