Strategy Overview

Summary

We have developed a range of strategies to take advantage of the ever evolving Emerging Markets asset class, which is becoming increasingly developed and diverse. We also aim to give our clients exposure to smaller companies and newer markets.

Product Range

Strategy Target
Holdings
Minimum Daily
Liquidity
Lead
Manager
Current
Strategy
AUM*
Managed
Accounts
Dividend Growth c. 40 $1m Edward Lam $2,348m YES
Small Cap c. 40 $300k Mark Asquith $509m NO
Global EM c. 40 $3m Edward Robertson $3,027m YES
Mid Cap c. 50 $1m Edward Robertson $792m YES
Small Mid Cap c. 60 $1m Timothy Hay $636m YES
Frontier c. 40 $200k George Birch Reynardson $13.5m YES

* As at 31/12/2016

Our India strategy is coming soon.

Somerset Capital has introduced a dilution levy on its 3 UCITS OEICs. Please find more information here.