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NS Partners Private Client Global Emerging Markets

Ranked 123 out of 758 in - Global Emerging Markets over 36 months
All calculations are in USD unless stated

Managed by

Ian Beattie

Ian Beattie, co-chief investment officer of NS Partners, has been managing money in Asia and the broader emerging markets for 24 years. He began his career at 'The Royal' as an Asian fund manager on the Far East team where he soon became responsible for a variety of Far East client portfolios. Ian joined NS Partners (then known as WorldInvest) in 1996 and assumed responsibility for all equity investments pertaining to the Asian region shortly thereafter. Passionate about emerging market equities, Ian has been an avid researcher of the subjects that define the team’s investment process: economic profitability of stocks, liquidity impacts on asset prices, and behavioural finance in capital markets.

Objective

The NS Partners emerging markets equity team is a disciplined, research-based, process-driven, active manager that combines a stock selection process using economic profit analysis with a country analysis which includes specific examination of liquidity and political risk. We focus our portfolios on companies with a distinct competitive advantage which they are using to generate a high or improving return on invested capital, with good earnings momentum. We maintain a strategic bias to those companies, industries and countries that have superior long-term growth potential. Additionally, we believe liquidity and the supply and demand for equity drives markets (the liquidity theory of asset prices), and we closely monitor real money growth relative to the economys demand for money. The firms overall objective is to maximize exposure to the best market opportunities, while keeping the portfolio within acceptable risk tolerance levels and ensuring proper diversification of investment ideas. The focus on economic profit analysis allows us to avoid companies that are destroying shareholder value, as companies destroying shareholder value underperform the market over the long term. Our philosophy has been consistently applied in the management of our international equity portfolios and has resulted in outperformance relative to our peers and applicable indices. We have every reason to believe that the same philosophy will provide similar, competitive performance results going forward in both up and down market environments. We believe that to consistently add value through all phases of the market cycle it is necessary to have a process that is systematic and disciplined. We utilize the stock picking skills of our managers in their specialist areas, but also ensure that all the components of portfolio construction are considered carefully.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global Emerging Markets over : 31/10/2015 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 2.3% -6.7% -2.7%
2017 40.6% 12.3% 7.0% 8.4% 8.0%
2016 8.7% 1.4% 2.0% 11.3% -5.7%
2015 -9.5% 1.0% 1.3% -13.6% 2.4%
2014 0.0% -1.0% 5.6% -3.9% -0.5%
2013 7.9% 2.6% -5.6% 6.0% 5.1%
2012 20.2% 14.5% -6.9% 5.8% 6.6%
2011 -4.0% -25.0% 4.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date28/01/2011
  • Share Class size66Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).