Evli is launching the new Evli GEM X fund, which offers an easy way to invest in the shares of companies operating in emerging markets. Through the fund, long-term investors can benefit from the growth potential of emerging economies through diversification and efficiency.
Evli GEM X is an equity fund that invests its assets primarily in companies operating in the emerging markets in Asia, Africa, Europe, Latin America, and the Middle East. The fund's investment strategy is active and is based on stock selection. The fund’s investment targets are selected based on a carefully defined analysis and responsibility criteria. The fund's investment strategy emphasizes underpriced companies that generate cash flow and have strong debt coverage.
The fund is suitable for investors:
- who want to participate in an actively managed emerging markets equity portfolio
- who wish to benefit from the potential returns of investing in emerging markets equities in the long term
- who are prepared to tolerate large price fluctuations in the short term
- whose investment principles include negative valuation and exclusion of companies
- who want to invest responsibly and take into account not only economic analysis but also environmental, social and good governance (ESG) factors.
In addition to Evli’s general exclusion principles Evli GEM X also excludes companies from its investments with significant business in the following industries: alcohol; weapons; tobacco; gambling; extraction, mining, recovery, and refining of fossil fuels; adult entertainment, or genetically modified organisms.
Evli GEM X continues the successful investment strategy that has been implemented in the sister fund Evli GEM since 2016. The fund is managed by an experienced team at Evli with long-term and successful expertise from Evli’s global equity funds.
Investing in the equities of emerging markets offers the possibility for high financial returns but the risk level of the investment is also high. We recommend the fund only to a long-term investor.
Learn more about the Evli GEM X fund
Additional information:
Hans-Kristian Sjöholm, Head of Global Equities, Evli Fund Management Company Ltd, hanskristian.sjoholm@evli.com
