Wells Fargo (Lux) Worldwide Fund SICAV - Emerging Markets Equity Fund Capitalisation -I (USD)-


The Wells Fargo (Lux) Worldwide Fund – Emerging Markets Equity Fund is a global Fund with a well-established investment style and concentrated emerging market focus.

The fund's investment philosophy seeks to capture both growth and value through a transparent and sequential process to deliver quality investments and downside protection.

We like the systematic approach to stock-picking and portfolio construction, whereby a “"Quality Pool"" of stocks is identified that can be added into the portfolio at reasonable prices. Admission to the Quality Pool depends first on an in-depth assessment of each company's fundamentals, followed by a valuation appraisal that directs the position's security selection and size.

ESG is incorporated into the process and is consistent with the stock selection's quality and sustainable focus. The fund is well-diversified between 105-119 holdings and a relatively low turnover of less than 20% in the past three years.

The fund shows strong performance returning between 201-250 basis points above the benchmark, net of annual management fees on a three and five-year basis.

This fund has been reviewed by four industry veterans of the Benchmark judging committee.

House Awards: Global Emerging Markets Equity
Hong Kong – Outstanding Achiever


ISIN: LU0541502299
Inception Date: 12/15/2010
AUM: USD 436361837
Manager Name: Jerry Zhang, 15/12/2010; Richard Peck, 30/04/2014; Derrick Irwin, 15/12/2010
Total Expense Ratio: 1.33%
3-Yr Return: 48.93%
3-Yr Max Drawdown: -23.07%

ESG Score: 57.06
GC Score: 56.04
Near-Term Score(<=2°C): 45.02%
Business Involvement:
Alcohol Involvement: 3.96%, …

Investment Style Consistency: 5.00
Environmental Consequence: 5.00
Stewardship – Engagement: 3.33

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