About IPOAX
Macquarie Systematic Emerging Markets Equity Fund Class A is a mutual fund focused on delivering capital growth by investing primarily in equity securities from emerging markets. The fund typically allocates at least 80% of its net assets to common stocks of companies that are either based in or closely tied to emerging market countries. Its portfolio is diversified across various sectors, with significant holdings in information technology, financials, consumer discretionary, and communication services. Major investments include leading firms such as Taiwan Semiconductor Manufacturing, Samsung Electronics, and ICICI Bank, reflecting the fund’s emphasis on large, influential companies within the emerging markets landscape.
The fund employs a systematic investment approach, seeking to capture growth opportunities while managing region- and sector-specific risks inherent to developing economies. It has a large blend investment style and is categorized under diversified emerging markets, typically spreading its investments across at least 20 nations, with a focus on Asia and Latin America. This fund is designed for investors aiming to gain exposure to the dynamic potential of emerging markets, balancing growth prospects with the diversification benefits these markets offer.
Fund Family Nomura
Category Diversified Emerging Mkts
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol IPOAX
Share Class Class A
Index MSCI EM (Emerging Markets) NR USD
IPOAX had a total return of 33.62% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.40%.
