Emerging markets trust added to Netwealth platform

Netwealth has listed MFS Investment Management’s Emerging Markets Equity Trust on its platform, giving it access to advisers and their clients.

The trust aims to outperform the MSCI Emerging Markets Index over full market cycles by targeting quality businesses with reasonable valuations. 

MFS said the trust applies a long-term approach with bottom-up stock selection, using its global research platform.

The trust is managed by a team of five staff, consisting of three portfolio managers and two institutional portfolio managers, each with an average of 23 years’ industry experience, MFS said.


Final stock decisions are made by the three portfolio managers, José Luis Garcia, Robert Lau and Harry Purcell.

MFS added that its emerging markets debt team also help the team assess the macro, political and market risks affecting companies across markets.

“The trust's active, fundamental and collaborative approach to assessing value and risk in emerging markets offers investors expert exposure to a highly complex and volatile, yet richly diverse, investing universe,” said Marian Poirier, senior managing director, MFS Australia.

“We are delighted to partner with Netwealth in meeting adviser demand for this long-established strategy to allow investors to benefit from an experienced team of professionals who are skilled and disciplined in allocating capital responsibly throughout the emerging markets.”

The trust has been accessible to wholesale investors via the Australian Unit Trust since 2012, and to institutional investors since the strategy's inception in 2000.

It joins the MFS Global Equity Trust and the MFS Global Concentrated Equity Trust as platform-listed solutions available to Australia’s advisory market.

Emerging markets trust added to Netwealth platform
Marian Poirier
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