Emerging Markets Small/Mid Cap Equities

Mandate Profile:

  • Investor: German Corporate
  • Investment Volume: 50 m. EUR
  • Investment Universe: Emerging Markets Small and/or Mid Cap Equities. Opportunistic investments in Non-EM Equities, EM Large and Micro Caps allowed
  • Investment Restrictions: Implementation of a client-specific exclusion list
  • Benchmark: e.g. MSCI Emerging Markets Small Cap Net Return Index, MSCI Emerging Markets SMID Cap Net Return Index, MSCI Emerging Markets Mid Cap Net Return Index
  • Tracking Error: not restricted
  • Currency Hedging: unhedged
  • Derivatives: No leverage permitted; ADRs and GDRs allowed; beyond that derivatives are only allowed for building up exposure in countries that are not accessable via single stocks
  • Investment Style: active, long-only
  • Investment Vehicle: Segregated Account (German “Spezialfonds”)

Deadline: Tuesday, July 30th, 2019 (COB)