Emerging markets equities
Playbook

The best ways to invest in global emerging markets

Active or passive – and if passive, which is the best benchmark to track?

Citywire Playbook helps you decide the best route to invest in the world's fastest growing economies

FUND PERFORMANCE chart data is in percentages and valid as of 30 June 2021
If you want growth, emerging markets are the place to be
Stunning technology innovation and fast-growing middle class ranks create the potential for emerging markets to lead the world over the next 10 years.
Listen to our podcast about investing in emerging markets
Active
Plays
Three best active funds
The best performing funds in the sector tend to concentrate portfolios in 40 stocks or fewer
Active Play
Artisan Developing World Advisor
Started
June 2015
On Benchmark
Active Play
PGIM Jennison Emerging Markets Equities
Started
Sep 2014
On Benchmark
Active Play
Morgan Stanley Emerging Leaders Equities
Started
Jun 2011
On Benchmark
Active Play
Artisan Developing World Advisor
Started
June 2015
View fact sheet
Total return vs benchmark in %
Source:
Morningstar
Managers
Citywire Rating
Lewis KaufmanLewis Kaufman
Lewis Kaufman
Lewis Kaufman
Lewis Kaufman
AAA
-
Benchmark
MSCI EM GR USD
3-year total return % (USD)
150.1
Holdings
29
Biggest holding
Visa Inc
Biggest holding size
6.30
%
Active Play
PGIM Jennison Emerging Markets Equities
Started
Sep 2014
View fact sheet
Total return vs benchmark in %
Source:
Morningstar
Managers
Citywire Rating
Mark BaribeauMark Baribeau
Mark Baribeau
Mark Baribeau
Mark Baribeau
AA
-
Sara MorenoSara Moreno
Sara Moreno
Sara Moreno
Sara Moreno
AAA
-
Albert KwokAlbert Kwok
Albert Kwok
Albert Kwok
Albert Kwok
AAA
-
Benchmark
MSCI EM GR USD
3-year total return % (USD)
114.0
Holdings
44
Biggest holding
Sea Ltd
Biggest holding size
8.70
%
Active Play
Morgan Stanley Emerging Leaders Equities
Started
Jun 2011
View fact sheet
Total return vs benchmark in %
Source:
Morningstar
Managers
Citywire Rating
Vishal GuptaVishal Gupta
Vishal Gupta
Vishal Gupta
Vishal Gupta
AAA
-
Benchmark
MSCI EM GR USD
3-year total return % (USD)
103.7
Holdings
33
Biggest holding
Sea Ltd
Biggest holding size
7.97
%
Index Play
iShares MSCI Emerging Markets ETF (SRI filtered)
Started
Jul-16
View fact sheet
Total return vs benchmark in %
Source:
Morningstar
Expense ratio
0.25
%
Benchmark
MSCI EM SRI Select Reduced Fossil Fuel Index
P/E ratio
21.44
Holdings
200
Biggest holding
MEITUAN
Biggest holding size
4.63
%
Index Play
Fidelity Emerging Markets Quality Income ETF
Started
Oct-17
View fact sheet
Total return vs benchmark in %
Source:
Morningstar
Expense ratio
0.5
%
Benchmark
Fidelity Emerging Markets Quality Income Index
P/E ratio
Holdings
168
Biggest holding
Tencent Holdings Ltd
Biggest holding size
5.20
%
Index Play
Cathay FTSE Emerging Markets ETF
Started
May-18
View fact sheet
Total return vs benchmark in %
Source:
Morningstar
Expense ratio
%
Benchmark
FTSE Emerging Index
P/E ratio
14.5
Holdings
198
Biggest holding
Taiwan Semiconductor Manufacturing Co Ltd
Biggest holding size
5.76
%
Index
Plays
Three Largest ETFs
Passive investing in emerging markets is growing rapidly. Two of the funds are now in the top 10 of all ETFs by assets
Index Play
iShares MSCI Emerging Markets ETF (SRI filtered)
Started
Jul-16
On Benchmark
Index Play
Fidelity Emerging Markets Quality Income ETF
Started
Oct-17
On Benchmark
Index Play
Cathay FTSE Emerging Markets ETF
Started
May-18
On Benchmark