ALQUITY FUTURE WORLD FUND

CLASSIFICATIONS

Asset Class:  Equity

Region: Global

INVESTMENT OBJECTIVE

The investment objective of the Fund is to target attractive risk-adjusted returns over the long term by investing in public companies across the Emerging and Frontier Markets. Our portfolio emphasises long-term themes, transparency and alignment of management. This is achieved by a fundamental process which incorporates both financial valuation and Environmental, Social and Governance analysis of material non-financial factors.

KEY FACTS

 

R class USD R class GBP R class EUR
Launch Date 18th September 2024 5th November 2014 17th January 2018
ISIN LU1730018865 LU1049769133 LU1730018949
Sedol Code BQHN0W5 BLDYYN6 BQHN0X6
Bloomberg Ticker ALQFWRU ALFWGBR ALQFWRE
Base Currency USD USD USD
Dealing Frequency Daily Daily Daily
Y class USD Y class GBP Y class EUR
Launch Date 7th July 2017 26th July 2016 3rd August 2017
ISIN LU1070052771 LU1070052854 LU1070053076
Sedol Code BF4R7N3 BTJRGT5 BF4R7P5
Bloomberg Ticker ALFWUSY ALQFWGY ALFWLYE
Base Currency USD USD USD
Dealing Frequency Daily Daily Daily

ALQUITY

Alquity is a responsible investment manager which links listed equities and impact. Since 2010 it has been connecting investors to their investments and to social progress, seeking to deliver better outcomes for all. It has developed a 3-D investment approach for its pioneering funds, delivering high-quality ESG, generating returns and transforming lives in the regions in which it invests.

PORTFOLIO MANAGER

Mike Sell (Head of Global Emerging Markets)

Mike holds a First Class BA in Economics from Southampton University and was awarded the Pearce Rowan prize.

Mike has over 20 years’ experience investing in Asian equities. He joined Baring Asset Management as a graduate trainee in 1994, where he became a member of the Emerging Market Asset Allocation Committee. Mike then joined Thames River/Nevsky Capital where he was subsequently appointed a partner and was part of the team that grew the Emerging market equity assets from approximately US$150m to US$3.5bn, before moving to F&C with the long-only Emerging Market business in 2011.

PORTFOLIO MANAGER

Marnie UY (Head of Quantitative Risk)

Marnie joined Alquity in 2019 and is a Senior Investment Professional with more than 20 years of experience in investment management, focusing on quantitative research, risk management, portfolio construction and the risk-return optimisation of investment strategies.

Marnie spent over 15 years at Aberdeen Standard Investments as Global Head of Quantitative Analytics. She holds a Bachelor of Science from the University of the Philippines Diliman and a Masters of Engineering from Cornell University.

VAM Fund's Literature

Access the Fund’s fact sheets and sales aids

VAM Fund's Price and Performance

Access the Fund’s price and performance data