About RWCEX
Redwheel Global Emerging Equity Fund Institutional Class is a diversified mutual fund focused on investing in equity securities from emerging market countries. Its primary objective is long-term capital appreciation, targeting companies that demonstrate strong growth potential across diverse regions and sectors within the developing world. The fund adopts a large blend investment style, seeking a balance between value and growth stocks within its portfolio. It typically allocates a significant portion of assets to leading companies in sectors such as consumer cyclical, communication services, technology, and basic materials. Major holdings have included influential firms like PDD Holdings, Tencent Holdings, and Samsung Electronics. The fund is designed for institutional investors, featuring a high minimum initial investment and a relatively high turnover rate, indicative of an actively managed approach. With approximately 35% of its portfolio in its top ten holdings, the fund aims to capture emerging market growth trends while managing diversification. Its role in the financial market is to provide access to the dynamic and often higher-risk, higher-reward landscape of global emerging equities for sophisticated investors seeking international diversification.
Fund Family Redwheel Asset Management LLP
Category Diversified Emerging Mkts
Performance Rating Below Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol RWCEX
Share Class Institutional Class Shares
Index MSCI EM (Emerging Markets) NR USD
RWCEX had a total return of 31.45% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.89%.
