Abaris Emerging Markets Equity (UCITS V)

Fund Description

Abaris Emerging Markets Equity is a small and mid cap high growth investment solution seeking extraordinary long-term equity returns. The fund invests in a diversified portfolio of companies in emerging markets with focus on high growth technology and biotechnology companies as well as on quality growth companies from defensive sectors.

Key Fund Characteristics

Objective

Superior Long-Term Equity Returns

Expected Long-Term Return

20-30% p.a.

Volatility

High Volatility, >30% p.a.

Market Capitalization Focus

All Caps, Focus SMID-Caps

Equity Positions

40-70 Equities
(Investment Universe: >2,000 Equities)

Sector Allocation

Technology Sector
Biotechnology Sector
Defensive Sectors

Portfolio Construction

90-100% Equities
Ø 20-30% Hedge

> 7 Years

How the Fund is Different

  • Long-term investment success based on a compelling logic 
  • Fundamentally different stock selection process based on the Abaris Fundamental Return Concept 
  • Superior fundamental return growth throughout the economic cycle 
  • Little overlap with other active or passive emerging markets funds (focus on high growth tech and biotech companies) 
  • Exceptional long-term return potential due to investments in high growth small and mid cap companies (long runway for growth)

    Applied Frameworks

    Long-Term

    Fundamental Return Concept

    Concept to achieve attractive long-term returns, as equity returns are always driven by a company’s fundamental performance in the long-term.

    Thus, the Abaris Fundamental Return Concept is the basis of our investment philosophy and applied in all Abaris equity funds.

    Long-Term

    Collective Investment Intelligence

    Systematic analysis leveraging the collective investment intelligence of the world’s best investors by evaluating their equity positions based on mandatory regulatory filings.



    Megatrends

    The portfolio companies in the Abaris Emerging Markets Equity fund currently benefit from megatrends, such as:

    E-Commerce

    Payment & Financial Services

    Cloud-Based Software

    Biopharmaceuticals

    E-Mobility

    Genomic Services

    Share Classes

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    * Ranges and average numbers serve as indications and shall not be interpreted as hard investment limits.

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