The Ucits III compliant fund aims to outperform its universe, the MSCI Emerging Markets Equity index, by 4-6% per annum over a market cycle, while at the same time delivering significantly less volatility – typically 30%.
TOBAM said it will aim to achieve this target by applying its “patented maximum diversification approach” which aims to ensure the fund is invested diversely across its universe – a universe with numerous geographical, political, sector and other risk factors.
Launched on 30 June, the Anti-Benchmark Emerging Markets Equity Fund has already raised $135m.
IA Fund Facts:
Name: TOBAM Anti-Benchmark Emerging Markets Equity Fund
Structure: French FCP (UCITS III)
Classification: Emerging Markets Equities
Reference Indicator: MSCI Emerging Markets Index
ISIN: FR0011039320
Liquidity: Daily
