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Top Trumps: Emerging markets equity – 25 June 2026

This week FSA compares two emerging market equity funds: the Ninety One Emerging Markets Equity fund and the Templeton Emerging Markets fund.

Source: FE Fundinfo. All relevant fund data converted to US dollars for comparative purposes. Performance, alpha and volatility are annualised over three years with data as reported at the end of last month. Information ratio (IR) aims to measure a portfolio manager’s consistent ability to generate excess returns relative to a benchmark. The higher the IR, the more consistent the manager is.

Based on the popular 80s card game, each week we select an asset class and use FE fundinfo data to compare two funds based on their three-year performance, assets under management, alpha, volatility, ongoing charges and information ratio to decide which is the Top Trump.

This week, the Ninety One Emerging Markets Equity fund defeats the Templeton Emerging Markets fund: 5-1

Ninety One Emerging Markets Equity fund

The fund will aim to achieve long-term capital growth primarily through investment in equities or equity-related securities of companies established and/or listed on an exchange in emerging markets, or companies which are established and/or listed on exchanges outside emerging markets but which carry out a significant proportion of
their economic activity in emerging markets and/or are controlled by entities established and/or listed in emerging markets.

Top 10 holdings:

  1. Samsung Electronics
  2. TSMC
  3. SK Hynix
  4. Delta Electronics
  5. Tencent
  6. MediaTek
  7. Accton
  8. Alibaba
  9. WuXi Apptec
  10. Aselsan Elektronik Sanayi VE Ticaret

Templeton Emerging Markets fund

To seek long-term investment growth, mainly through growth of capital. The Fund mainly invests in equities of companies of any market capitalisation that are located in, or derive significant business from, emerging markets, including China.

Top 10 holdings:

  1. SK Hynix
  2. Samsung Electronics
  3. TSMC
  4. MediaTek
  5. BYD
  6. Prosus
  7. Hon Hai Precision
  8. Alibaba
  9. LG Corp
  10. Hyundai Motor

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