When the going gets tough
Emerging markets have struggled to make headway over the course of 2021, but Jupiter Emerging & Frontier Income (JEFI), helped by its frontier market exposure, has been one of the winners within its peer group. Manager Ross Teverson’s long-held view that better value is available outside of China has worked in the trust’s favour, while its allocation to frontier markets offers an opportunity otherwise not available in the majority of its peers’ portfolios.
Headwinds in the form of inflation, potential interest rate rises and rising energy prices do exist, but the manager’s bottom-up approach – which combines value and growth elements – offers some resilience from the strength of the underlying portfolio’s balance sheets and earnings growth. We also note that JEFI is the top-yielding trust within the AIC’s Global Emerging Markets sector.
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