About IPOYX
Macquarie Systematic Emerging Markets Equity Fund Class Y is an equity mutual fund focused on providing capital growth by investing primarily in companies based in emerging markets. The fund employs a quantitatively-driven investment approach, combining advanced data analytics with traditional finance expertise to identify stocks with strong quality, momentum, and value characteristics. Its portfolio is diversified across sectors and geographies within the emerging markets universe, with a significant concentration in technology, financial services, and communication services companies. Notable holdings often include prominent firms such as Taiwan Semiconductor Manufacturing, Tencent Holdings, and ICICI Bank. The fund aims to capitalize on market inefficiencies across the emerging markets spectrum, seeking both capital preservation and appreciation over time. By following a systematic process, it caters primarily to institutional investors, as indicated by its low distribution fee and institutional share class structure. The fund is benchmarked against the MSCI Emerging Markets Index, underscoring its role as a tool for investors seeking diversified exposure to the growth potential and evolving dynamics of emerging market equities.
Fund Family Nomura
Category Diversified Emerging Mkts
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol IPOYX
Share Class Class Y
Index MSCI EM (Emerging Markets) NR USD
IPOYX had a total return of 24.38% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.22%.
