MONEY MASTERS

UBS Emerging Markets Equity Fund

Geoffrey Wong. Head of Global Emerging Markets and Equities UBS Asset Management

The economic weight of the world is shifting. 10 years ago, emerging markets made up about 30% of the world’s GDP, now it’s almost half. UBS Asset Management’s Geoffrey Wong makes the case for emerging market opportunities for growth investors.

What you'll learn /

The UBS ‘Emerging Markets Equity Fund’ Money Masters course with Geoffrey Wong will give you insights into:

The investment benefits of emerging markets
The changing nature of the world’s economy
The diversification benefits emerging markets can play alongside developed markets
The strength of a rigorous research process

About the expert /

Geoffrey Wong /

Head of Global Emerging Markets and Equities UBS Asset Management


Geoffrey Wong is Head of Global Emerging Markets and Asia Pacific Equities with overall responsibility for all Asian, Japanese and Australian equity teams, strategies and research.

Geoffrey is also responsible for research and portfolio management and construction for global emerging market strategies and is a member of the Equities Management Committee.

Geoffrey joined UBS in 1997. He served on the board of directors of Singapore Exchange, the combined stock and futures exchange of Singapore between 2003 and 2006. He is currently a member of the Singapore Society of Financial Analysts.

  • CPD hours0.25
  • Knowledge AreaCAPABILITY
  • TypeMONEY MASTERS
  • PriceFREE
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Outline of the course /

OVERVIEW

Snapshot

The economic weight of the world is shifting. 10 years ago, emerging markets made up about 30% of the world’s GDP, now it’s almost half. UBS Asset Management’s Geoffrey Wong makes the case for emerging market opportunities for growth investors.

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01.

Fund Philosophy

The UBS Asset Management Emerging Markets Equity Fund doesn’t define a good company by price alone, they have a 32 item checklist they stick to. Combining that with the higher growth potential of emerging markets, they believe in the value that can be found in these markets.

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02.

The Team

The UBS Emerging Markets Equity Fund team strive for extensive boots-on-the-ground research. It’s not enough for them to simply talk to the CEOs of potential investments; they also talk to people like the customers, the vendors, and the suppliers in order to get a full picture of the company.

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03.

Role in portfolio

Emerging markets have a higher growth potential, however UBS Asset Management believes there’s another strong reason to examine the space. Geoffrey Wong explains how mixing emerging market equities into an Australian equities portfolio has an added diversification benefit.

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04.
STRUCTURES AND OBJECTIVES

Unique Aspects of the Fund

In Australia, it feels like you’ll be told what a board member had for breakfast that morning. Emerging Markets tend to have less press coverage, making the in-depth research from the UBS Emerging Markets Equity Fund team all the more important. They aim to get a full picture of a company, complete with information that money couldn’t buy.

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05.

Rules and Returns

With a portfolio size of 25-35 of the best stocks the team has picked, the UBS Emerging Markets Equity Fund aims to beat the MSCI Index over a three-to-five year period.

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06.

Buy and Sell Disciplines

The UBS Emerging Markets Equity Fund has a rigorous buy discipline to ensure only the best managed stocks enter the portfolio. Once bought, the stocks are subjected to further review where the team later asks themselves if they would buy the stock if they didn’t already own it.

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07.
BEST SUITED FOR

The Ideal Investor

Australian growth investors with a sufficient risk appetite for equities could find the UBS Emerging Markets Equity Fund to be a diversifier within their portfolios. It grants exposure to internet giants like Alibaba, as well as the Asian markets.

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08.

Key Considerations for Investors

Despite focussing on roughly 30 stocks, the UBS Emerging Markets Equity Fund aims to have representation across all major sectors and deliver outperformance over a three-to-five-year investment period. The fund has been in existence for 10 years internationally, and is now being offered to Australian investors.

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09.

Test yourself /

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