Ashmore

GENERAL INFORMATION AND REGULATION

Based in London, the business was founded in 1992 as part of the Australia and New Zealand Banking Group. In 1999, Ashmore became independent and today manages USD 91.3 billion (as at 30 September 2021) in pooled funds, segregated accounts and structured products. Ashmores history goes back over two decades. Ashmore were one of the first investment management firms to offer investors direct access to a broad group of emerging economies and today they continue to innovate.

INVESTMENT APPROACH

Ashmore has a team-based approach to investment management. Ashmore investment team benefits from access to our global research capabilities due to Ashmores presence in Colombia, India, Indonesia, Peru, Saudi Arabia, Singapore, and the UAE.

Equities - Investment Process: Ashmores equity strategies share a common philosophy and approach. Both are driven by and implemented by the globally integrated Equity team which is organised in a flat structure.

Fixed Income - Investment Process: The Investment Committee collectively manages all portfolios and meets formally on a weekly basis to review markets, determine our investment strategy, and manage portfolios.

INVESTMENT THEMES

Ashmore is a specialist Emerging Markets investment manager with over twenty years experience in these markets. Ashmore focuses on a number of investment themes.

FIXED INCOME THEME

Ashmores fixed income team is comprised of 33 investment professionals focused on the full range of emerging market debt opportunities in the hard currency and local currency markets.

External Dept:Emerging Markets External Debt consists primarily of dollar-denominated sovereign (government) and quasi-sovereign (government-sponsored) bonds.

Local Currency: Emerging Markets Local Currency Debt consists of sovereign (government), quasi-sovereign and occasionally regional government bonds issued in the domestic currency of the issuer.

Corporate Debt: Emerging Markets Corporate Debt includes dollar-denominated bonds issued by public and private sector corporations in more than 60 countries.

Blended Debt: For investors looking for a broad exposure the Emerging Markets Debt universe, Blended Debt offers a combination of USD-denominated External Debt and Corporate Debt along with Local Currency Debt and FX.

EQUITIES THEME

Ashmores equity team is comprised of 42 investment professionals focused on a broad range of emerging market equity opportunities across global emerging markets, regions and single countries.

EM Active: Top down driven stock portfolio targeting high alpha across market environments.

EM All Cap: EM portfolio of best in class companies employing a systematic process to target high alpha.

EM Frontier: A ‘portfolio of everything you do not already own’ providing diversification and return advantages.

ALTERNATIVES

The Alternatives theme seeks to provide investors with attractive returns across various investment strategies.

ASHMORE FOUNDATION

The Ashmore Foundation was established in January 2008 and seeks to make a positive and sustainable difference in the Emerging Markets communities in which Ashmore operates and invests. To achieve this goal, the Foundation aims to develop long-term relationships with high impact local non-government organisations (NGOs). Our financial support enables these organisations to directly enhance human welfare, opportunities and skills, particularly for the most vulnerable: children, young people and disadvantaged communities. As well as working directly with NGOs we work alongside other international funders to identify and support local solutions to social problems.

The Foundation is supported solely by Ashmore and its employees globally. Crucially, this support from employees extends beyond financial aid through to active engagement in fundraising and a network of support which includes mentoring and helping NGOs expand their network of contacts.

The Ashmore Foundation has donated over £4 million to charitable causes since inception in 2008.

CONTACT DETAILS

Address:

61 Aldwych

LONDON

WC2B 4AE

United Kingdom

Telephone:

+44 (020) 30776190

DEPOSIT METHOD AND STANDARD

ASHMORE supports several deposit and withdrawal methods, including Visa, MasterCard, Visa Debit, Visa Electron, MasterCard Debit.