Review: Focused emerging market investment
Utilico Emerging Markets (UEM) aims to generate long-term total return from investing in emerging market equities, primarily in infrastructure and utility companies considered to have above-average growth prospects with a relatively low risk profile. More than 95% of the portfolio is invested in quoted companies, with the majority paying a dividend, which is reflected in the current fund yield of 3.3%. UEM’s NAV total return has consistently outperformed the MSCI Emerging Markets index and is ahead of the global emerging market peer group average over one, three, five and 10 years; since inception in 2005, the annualised NAV total return is 11.4%.
Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.
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