About MEFIX
Martin Currie Emerging Markets Fund Class FI is a mutual fund focused on delivering long-term capital appreciation by investing primarily in equities and related securities tied to emerging and developing markets. Managed with a fundamentals-driven, high-conviction strategy, the fund typically allocates at least 80% of its net assets to companies with significant economic connections to regions such as Asia, Latin America, the Middle East, and parts of Africa and Eastern Europe.
The fund emphasizes a risk-aware approach, incorporating environmental, social, and governance (ESG) analysis into its investment process to identify sustainable opportunities in dynamic, often volatile markets. With a portfolio that generally holds around 60-66 positions, Martin Currie Emerging Markets Fund Class FI is categorized as non-diversified, allowing for selective, concentrated bets on companies and sectors judged to have strong growth potential.
It plays a significant role in investor portfolios seeking exposure to the rapid growth and evolving consumer bases of emerging economies, offering annual dividend payouts and access to professional management with a track record in emerging markets investing.
Fund Family Franklin Templeton Investments
Category Diversified Emerging Mkts
Performance Rating Below Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol MEFIX
Share Class Class Fi
Index MSCI EM (Emerging Markets) NR USD
MEFIX had a total return of 45.30% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.51%.
