The Fund aims to provide a return which captures the potential long-term capital growth of securities of small-sized companies that are domiciled or chiefly active in emerging markets.
The Fund’s manager, the Global ex-US Equity team, believes that investing in companies experiencing improving earnings due to positive fundamental change will offer superior results over time. This is due to our belief that positive fundamental change leads to stronger earnings growth and that stronger earnings growth will significantly drive outperformance. In addition, we believe that the market frequently underestimates both the magnitude and duration of growth driven by change. This offers a significant opportunity to those who can correctly identify and capture these opportunities in a portfolio of equity securities.
Key Investor Information Document (KIID)
|Class I USD||Class IF USD||Class IF CHF||Class IF EUR||Class IF GBP|
The value of an investment in the Sub-Fund can go up and down. When you sell your shares, they may be worth less than you paid for them. If your currency as an investor is different from the reference currency of the Sub-Fund, changes in currency exchange rates could reduce any investment gains or increase any investment losses.
The Sub-Fund is subject to the following risks:
For full details of the Sub-Fund’s risks, please refer to the prospectus available as mentioned in section “Practical Information”.
These documents are available via the following link: http://www.macquarie.com/mgl/com/mim-emea/en/sicav
*Effective 31 January 2019, the Macquarie China New Stars Fund was repositioned, including an approved name change. The Fund’s name has changed from the “Macquarie China New Stars Fund” to the “Macquarie Emerging Markets Small Cap Fund.” In connection with the repositioning, the Fund’s investment policy was amended to align with the focus on investments in listed securities of small-sized companies that provide exposure to countries in emerging markets. The Fund’s investment managers also changed as a result of the repositioning. These changes may result in higher portfolio turnover in the near future. For more complete information, please refer to the Fund’s prospectus at http:www.mim-emea.com