About ESCIX
Ashmore Emerging Markets Small Cap Equity Fund Institutional Class is an actively managed mutual fund focused on achieving long-term capital appreciation by investing primarily in equities and equity-related securities of smaller companies located in emerging markets. Its strategy is characterized by a bottom-up, fundamental selection process, emphasizing higher quality and growth-oriented stocks, complemented by a top-down framework for added performance and risk control. The fund constructs a concentrated portfolio, representing its strongest investment convictions, typically holding under 50 individual stocks across a range of countries such as India, Taiwan, South Korea, and Brazil. Key sector exposures include industrials, information technology, and financials, with a median holding market capitalization of approximately $2 billion. Designed for institutional investors, the fund seeks to exploit the growth potential of emerging market economies by targeting under-researched and often less accessible small-cap companies. Through this approach, it offers investors specialized access to a diverse and dynamic segment of the global equity landscape, aiming to capture the unique opportunities—and address the distinctive risks—found within the emerging markets small-cap universe.
Fund Family Ashmore
Category Diversified Emerging Mkts
Performance Rating Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol ESCIX
Share Class Institutional Class
Index MSCI EM (Emerging Markets) Small Cap NR USD
ESCIX had a total return of 33.00% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.85%.
