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 believes the key to generating long-term alpha for its clients lies in its distinctive approach to Emerging Markets equities: multi-cap portfolios, a long-term horizon, conviction investing underpinned by a solid risk framework, and a deep focus on domestic growth themes across Emerging Markets. Alquity is a founder-led boutique firm with decades of EM experience and a passion for uncovering quality growth companies. Alquity’s investment philosophy is built on rational sustainability – ESG is integral to how Alquity invests, especially Governance, because strong stewardship mitigates risks and drives long-term returns. Moreover, Alquity channels 10% of its revenues to initiatives and social enterprises in developing regions, fostering a better, more inclusive society for all stakeholders.
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.
