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  • FIRST POST
    • StellaN
    • By StellaN 8th Aug 18, 8:31 PM
    • 254Posts
    • 111Thanks
    StellaN
    Global Emerging Markets IT (JMG)
    • #1
    • 8th Aug 18, 8:31 PM
    Global Emerging Markets IT (JMG) 8th Aug 18 at 8:31 PM
    I'm looking to add a small percentage to my SIPP (up to 5%) in an Emerging Markets IT and have looked at the following:-

    Blackrock Frontiers (BRFI)
    FundsmithEmerging Equities (FEET)
    JPMorgan Emerging Markets (JMG)
    Templeton Emerging Markets (TEM)

    At the moment I am pointing towards JMG, mainly through consistency and geographical/sector allocation. However, could I ask if anybody else has any experience in holding any of these IT's? Thanks.
Page 1
    • Drp8713
    • By Drp8713 8th Aug 18, 8:43 PM
    • 844 Posts
    • 725 Thanks
    Drp8713
    • #2
    • 8th Aug 18, 8:43 PM
    • #2
    • 8th Aug 18, 8:43 PM
    I hold FEET.

    If you go on youtube you can watch the AGM.

    I believe in his methodology and that when I come to retire in 15 or 20 years time that it will have delivered. It is 10% of my portfolio.
    • masonic
    • By masonic 8th Aug 18, 9:03 PM
    • 10,308 Posts
    • 7,658 Thanks
    masonic
    • #3
    • 8th Aug 18, 9:03 PM
    • #3
    • 8th Aug 18, 9:03 PM
    I've held BRFI for a few years, but not as my main EM exposure. It seems to complement a more traditional EM fund. I bought into TEM a couple of years ago as a contrarian play, but sold after its recent recovery.

    Now I'm mainly passive for my EM exposure, I'm not convinced I can pick a fund that will outperform the market in this sector currently and I think several will underperform more substantially in a falling market.
    Last edited by masonic; 08-08-2018 at 9:05 PM.
    • MPN
    • By MPN 8th Aug 18, 10:18 PM
    • 282 Posts
    • 109 Thanks
    MPN
    • #4
    • 8th Aug 18, 10:18 PM
    • #4
    • 8th Aug 18, 10:18 PM
    I've held BRFI for a few years, but not as my main EM exposure. It seems to complement a more traditional EM fund. I bought into TEM a couple of years ago as a contrarian play, but sold after its recent recovery.

    Now I'm mainly passive for my EM exposure, I'm not convinced I can pick a fund that will outperform the market in this sector currently and I think several will underperform more substantially in a falling market.
    Originally posted by masonic
    I'm not sure the passive route is best for EM exposure but I suppose if you are not confident in an IT or fund then that's fair enough. I personally hold JMG and am reasonably happy bearing in mind other IT's performance in this sector and how volatile it all is. I know some people prefer not to have any EM holdings for this reason ( not to be confused with holding some Asia ex Japan).
    • Sue58
    • By Sue58 9th Aug 18, 9:08 PM
    • 155 Posts
    • 49 Thanks
    Sue58
    • #5
    • 9th Aug 18, 9:08 PM
    • #5
    • 9th Aug 18, 9:08 PM
    There are more alternatives with ITís in the EM sector apart from just the global emerging market sector ie. the specialise ITís that concentrate solely on India or South America etc.
    • masonic
    • By masonic 9th Aug 18, 9:40 PM
    • 10,308 Posts
    • 7,658 Thanks
    masonic
    • #6
    • 9th Aug 18, 9:40 PM
    • #6
    • 9th Aug 18, 9:40 PM
    There are more alternatives with ITís in the EM sector apart from just the global emerging market sector ie. the specialise ITís that concentrate solely on India or South America etc.
    Originally posted by Sue58
    It's a fair point, although when you get down single country or regional specialists, it's harder to justify the due diligence for something that's less than 3% of the global equities market. I also have reservations about a fund being forced to invest in a limited number of underlying shares. That said, it's not something I've done much research into, and perhaps I should before passing further comment.
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