Emerging Markets Income Equity Fund
Unlocking income opportunities in emerging markets
Fund overview
Emerging Market Dividends: a strategy for income and growth
The fund aims to deliver a combination of income and long-term capital growth by investing in dividend-paying companies across emerging markets. The strategy is designed to capture and compound income through market cycles, offering a balanced exposure that seeks to cushion downside risk while participating in upside growth.
Why invest in emerging markets today?
Unlocking structural opportunities across emerging markets
Technology as a platform
Semiconductors and technology hardware are driving the digital economy. As AI and computing advance, dividend-paying companies in this space are well-positioned to benefit from rising demand.
Energy transition
Emerging markets are key to building modern infrastructure – from data centres to low-emission transport. These regions are both innovators and cost-effective suppliers.
Domestic brands
As incomes rise, demand for consumer goods grows. Companies with strong local brands and market share are well-placed to deliver sustainable dividends.
Why invest in our Fund?
A disciplined approach to dividend-led growth
Fundamental research
We apply a bottom-up approach led by sector-specialist analysts and integrated sustainability analysis. With teams based in six emerging markets, we are close to key decision-makers. Our disciplined, peer-reviewed process fosters collaborative debate and generates evidence-based insights.
Stock selection
Our “follow the cash flow” approach focuses on understanding how companies generate and allocate capital. This leads us to businesses with transparent operations, sound governance, sustainable profitability and strong dividend discipline.
Portfolio construction
The portfolio is built around two pillars:
- Companies with the ability and willingness to pay sustainably high or growing dividends.
- Profitable growth companies that participate in rising markets.
Matt Williams
Senior Investment Director
“We believe emerging markets are evolving into a compelling destination for income-focused investors, offering a rare combination of high dividend yields and robust growth potential.”
Matt Williams
Senior Investment Director
Fund information
Explore the Fund information, pricing and performance details.
Key documents
The Emerging Market Equities Podcast
Riyadh to Reality: On the Ground in the Gulf
