In This Is Money, Jason Hollands from Tilney says that the emerging market consumer theme ‘is one of the most powerful themes that will play out over the next decade’ and tips Aubrey Global Emerging Market Opportunities.
The article states:
Aubrey Global Emerging Market Opportunities [1.09%]: ‘It is managed from Edinburgh by seasoned manager Andrew Dalyrmple and takes a thematic approach that is entirely focused on the growth in consumption and services in emerging markets.’
He adds that 38 per cent of the fund is currently invested in consumer discretionary stocks, 22 per cent in consumer staples, 17 per cent in communication services and 13 per cent in financials.
‘Chinese companies makes up 52 per cent of the fund and Indian companies around 34 per cent.’
Read the full This is Money article here