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Fund manager Robert Dowling discusses the importance of emerging markets and provides his outlook for the fund.

Global Emerging Markets Index Fund Overview

Fund aims

To track the capital performance of global emerging equity markets represented by the FTSE All-World Emerging Index, through investment in a representative sample of stocks selected from all economic sectors. Managed by Robert Dowling.

Fund Overview

  Current Change
Price (p)* Bid 41.14
Offer 41.14
-0.96
-0.96
Fund Size (£m) 88.81  
Number of holdings 725  
Distribution Yield (Gross)  
Underlying Yield (Gross)  
Historic Yield (Net)§ 1.50%  

*Price data as at 16 May 2012. All other data as at 30 November 2011. Source of all data FundsLibrary.

Fund Facts

Fund Manager Robert Dowling  
Launch date 29/10/2010  
Fund structure Unit Trust  
Benchmark FTSE All-World Emerging Index  
IMA Sector IMA Global Emerging Markets  
Ex-dividend Date(s) 31 July  
Domicile United Kingdom  
Currency GBP  
Initial Charge N/A  
Annual Management Charge (AMC) 0.65%  
Ongoing Charges Figure (OCF) 0.87%  
UCITS Yes  
Minimum Lump Sum Investment £500  
Minimum Monthly Investment £50  
Minimum Top-Up £100  
ISIN (accumulation) GB00B4MBFN60  
ISIN (income) GB00B4PM4C84  
 

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§Historic Yield (Net)
We use what's called a historic yield to show the amount of income declared over the last 12 months. You could be taxed on your income and the amount of tax that you pay could vary over time.

Distribution Yield (Gross)
We use what's called a distribution yield to indicate the amount of income that the fund could pay you over the next 12 months. We assume the fund will be keeping its current investments when we do the calculation. It's also worth pointing out that you could be taxed on your income and it could vary over time.

Underlying Yield (Gross)
We use what's called an underlying yield to indicate the amount of income (as defined by accounting standards) that the fund could receive over the next 12 months. We assume the fund will be keeping its current investments when we do the calculation. It's also worth pointing out that you could be taxed on your income and it could vary over time. If this yield is lower than the distribution yield this is either because a portion of the fund's charges are deducted from capital and/ or the fund has chosen to distribute the interest income actually received.