Fiera OAKS EM Select

Investment approach

The investment strategy seeks to achieve capital growth by investing in a diversified portfolio of Smaller Emerging Market Securities.

This strategy is used in the Fiera Oaks EM Select Fund (formally known as the Smaller Emerging Markets Opportunities Fund), which is a sub fund of the OAKS Emerging Umbrella Fund plc. This new sub fund launched on 6 January 2021.

Key Characteristics

  • Typically 50 – 65 holdings
  • All‐Cap GARP with a focus on domestic growth
  • Stockpicking approach
  • No account taken of the benchmark; absolute return mind‐set
  • Frontier Portfolio Managers with over 30 years industry experience

Please read the simplified prospectus before investing. The amount of risk associated with any particular investment depends largely on your own personal circumstances including your time horizon, liquidity needs, portfolio size, income, investment knowledge and attitude toward price fluctuations. Investors should consult their financial advisor before making a decision as to whether this fund is a suitable investment for them.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

The rate of return or mathematical table shown is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the mutual fund or returns on investment in the mutual fund. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns.