About ESIGX
The Ashmore Emerging Markets Equity ESG Fund Institutional Class is an actively managed mutual fund that seeks long-term capital appreciation by investing primarily in equity securities and equity-related instruments of companies based in emerging markets. The fund’s distinctive focus is on issuers that meet strict environmental, social, and governance (ESG) criteria, offering investors exposure to companies committed to sustainable and responsible business practices. It notably avoids fossil fuel investments entirely, underscoring its dedication to climate-conscious investing. The portfolio is concentrated, with top country exposures in Taiwan, China, India, and Brazil, and a sector emphasis on information technology, financials, and industrials. With a compact portfolio of around 43–49 holdings, compared to much broader benchmarks, the fund often exhibits higher active share and potential for differentiated performance. Geopolitical risks, currency fluctuations, and emerging market volatility are inherent to the strategy, as is the possibility that ESG criteria could result in performance that diverges, positively or negatively, from traditional emerging market funds. By focusing on ESG-compliant businesses in rapidly growing economies, the Ashmore Emerging Markets Equity ESG Fund Institutional Class provides investors with a vehicle to align financial objectives with broader sustainability goals, while participating in the dynamic growth potential of emerging markets.
Fund Family Ashmore
Category Diversified Emerging Mkts
Performance Rating Below Average
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol ESIGX
Share Class Institutional Class
Index MSCI EM (Emerging Markets) NR USD
ESIGX had a total return of 27.69% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.33%.
