About EMPTX
UBS Emerging Markets Equity Opportunity Fund Class P2 is an open-end mutual fund focused on capital appreciation through investments in equity securities tied to emerging market economies. The fund typically allocates at least 80% of its net assets to equities from companies based in regions such as Asia, Latin America, Africa, and Eastern Europe, with positions spanning a diverse range of sectors including technology, financial services, communication services, consumer, and energy sectors. It maintains a concentrated portfolio, generally holding between 20 and 40 stocks, allowing for targeted exposure to growth opportunities within emerging markets.
Key holdings commonly include major firms like Taiwan Semiconductor Manufacturing Company, Tencent Holdings, Samsung Electronics, Reliance Industries, and HDFC Bank, highlighting its emphasis on influential industry leaders from multiple regions. The fund’s strategy permits investments in companies of any size, as well as related securities like preferred shares, convertible bonds, and depository receipts. Its benchmark is the MSCI Emerging Markets Index, and the fund may deviate from country or sector weights by up to 15% relative to this index. The fund is designed for institutional investors, featuring a minimum investment and a low expense ratio relative to peers, and aims to capture the dynamic growth potential of emerging economies while diversifying risk through multi-country and multi-sector exposure.
Fund Family UBS Asset Management
Category Diversified Emerging Mkts
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol EMPTX
Share Class Class P2
Index MSCI EM (Emerging Markets) NR USD
EMPTX had a total return of 54.22% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.03%.
