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Morningstar

abrdn Emerging Markets Instl ABEMX

Morningstar Medalist Rating
Medalist Rating as of | See abrdn Investment Hub
  • NAV / 1-Day Return 13.78  /  +0.22 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 1.36%
  • Turnover 30%

USD | NAV as of Jul 02, 2024 | 1-Day Return as of Jul 02, 2024, 10:10 PM GMT+0

Morningstar’s Analysis ABEMX

Will ABEMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ABEMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ABEMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ABEMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Reduced conviction because of the team’s instability.

Senior Analyst Samuel Lo

Samuel Lo

Senior Analyst

Summary

Despite our confidence in the strategy’s pod leader, Devan Kaloo, and a time-tested investment approach, the heightened turnover in the investment team has hindered our conviction. As a result, we have downgraded the strategy’s People rating to Average from Above Average, while we reiterated the Process rating of Above Average.

by Samuel Lo
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ABEMX

More ABEMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

11.15 158.8 Mil
Technology

Tencent Holdings Ltd

6.94 98.8 Mil
Communication Services

Samsung Electronics Co Ltd Participating Preferred

6.69 95.3 Mil
Technology

Alibaba Grp Hldg

3.70 52.7 Mil
—

Power Grid Corp Of India Ltd

2.67 38.0 Mil
Utilities

HDFC BANK LIMITED

2.48 35.4 Mil
—

Southern Copper Corp

2.36 33.6 Mil
Basic Materials

TotalEnergies SE

2.03 28.8 Mil
Energy

Kaspi.kz JSC ADS

1.89 26.9 Mil
Technology

ICICI Bank Ltd

1.84 26.2 Mil
Financial Services