Assisted Search: Emerging Market Equity EME061123 – Deadline: Friday 24th November 2023
A UK Investment Consultant is using CAMRADATA to create a buy list across Emerging Market Equity Funds. The most successful managers will be buy-rated and form the roster of funds to be used for new Emerging Market Equity mandates over the next year.
Successful managers will be invited to present on Wednesday 6th December 2023. All funds being proposed must be listed in CAMRADATA Live and returns must be up to date i.e. to 30th September 2023.
All funds being proposed must be listed in CAMRADATA Live and returns must be up to date i.e. to 31st September 2023. Please post any questions regarding this search to the CAMRADATA Live ‘Assisted Searches Forum’ and we will endeavour to answer these as quickly as possible.
Assisted searches are run on behalf of institutional investors with specific search requirements. These are as follows:
| Asset Class | Equities |
| Deadline | Friday 24th November 2023 |
| Management Approach | Active / Passive (former preferred if you offer both) |
| Geographical Focus | Emerging Markets |
| Currency | GBP |
| Benchmark | N/A |
| Structure | Pooled Fund – GBP Share Class set up – Fund Open to new investors |
| Size of Potential Mandate | Buy list |
| Track Record | The fund should be over £50m in size and have a track record of 3 years or more |
| Performance Target | At least the total return of a recognised global emerging market index. For active funds, an outperformance target of at least 2% p.a. will be required |
| Investment | The fund must be able to accept mandates of £1m. If the minimum size of acceptable mandate is lower, this will be to the manager’s advantage. We are keen to hear whether smaller initial investments will be accepted, either as standard or as a one-off consideration |
| Environmental, Social & Governance | Please demonstrate the ESG considerations for the fund(s) |
| Investment Platforms | Please state which investment platforms are hosting your Emerging Market Equity fund(s) |
| Fee Levels | For the provision of services appropriate for defined contribution schemes we are interested in Funds that have a TER of 0.75% pa or less. However, for DB mandates we will consider funds with fee levels that are above this level but no more than 1% pa. The chosen managers will be required to offer preferred terms for investments via platforms where more than one scheme is investing via the same platform i.e. apply a group discount to standard terms |
Please submit relevant vehicle(s) to assistedsearches@camradata.com