Curate Global Emerging Markets Equity Fund
This fund is designed for investors who specifically want access to a portfolio of listed shares in emerging markets such as China, India, South Korea, and Brazil. Over long periods, it offers the potential for high returns, but there can be a significant amount of variability in performance over shorter periods.
Why invest in this fund?
- A diversified portfolio of both local and global assets.
- High potential returns over long periods with moderate levels of risk.
- Ideal for retirement annuities or preservation funds.
- Designed to maintain and grow your wealth by outperforming inflation.
Managed by
Robeco
One of Europe’s most established asset managers, Robeco was founded in Rotterdam in the Netherlands in 1929. The firm has a dedicated focus on doing extensive research to support its investment decision-making.
Fund
objective
The fund is designed to deliver long-term growth. It aims to beat inflation by more than 5% over any 5-year period.
Investment
Philosophy
In building this diversified portfolio, Visio looks for investments that can be bought for less than the firm believes they are worth.
This limits downside risk, while also creating the potential for long-term gains.
Its investment approach is based on developing innovative ideas and conducting extensive and thorough research.
Fund-related
risks
The value of the investments in the portfolio can move up and down through time.
Extreme events in the stock market could have a particularly large impact on this portfolio.
