LOOKING BEYOND BRAZIL

Despite the country's high profile in recent years, the bounce has gone out of the Brazilian economy. But there are a number of other countries across Latin America and the Caribbean where prospects for long-term growth look very bright indeed.

Drawing on his 20 plus years' experience investing in the region, fund manager Roberto Lampl is focusing the Alquity Latin America Fund on these more dynamic economies, which include Mexico, Chile and Peru. More specifically, he's looking for excellent growth from "Multi-Latinas", locally based companies with far-reaching ambitions and a real competitive advantage over the better known multinationals within their sectors...

1.5m

people moving to urban areas every week

25%

of Mexicans hold a bank account

80%

of energy in Brazil is renewable

200

Lives transformed through this fund

Fund Prices

NAV dateShareclass nameISINShareclass ccyPrice
18/09/2017ALU1049765578EUR93.47
18/09/2017ALU1049765578GBP82.57
18/09/2017ALU1049765578USD111.74
18/09/2017BLU1049765735EUR88.90
18/09/2017BLU1049765735GBP78.53
18/09/2017BLU1049765735USD106.27
18/09/2017MLU1049766030EUR93.81
18/09/2017MLU1049766030GBP82.86
18/09/2017MLU1049766030USD112.14
18/09/2017RLU1049765818GBP133.48
Roberto LampiV2

I am proud to be part of a larger team that aims to have an impact in the countries we invest via our Transforming Lives programmes.

Roberto Lampl

Lead Portfolio Manager

More about Roberto Lampl

Meet The Manager

Roberto's experience of Latin American markets spans some 20 years - here you can watch his latest video on what he sees as the exciting new stories coming out of the region, and the progress of the Alquity Latin America Fund... Read This Month's Market Commentary

Top 10
Holdings

  1. WEG6.4%
  2. Localiza Rent a Car6.3%
  3. Embotelladora Andina5.2%
  4. CCR5.0%
  5. BRF4.6%
  6. Linx4.5%
  7. Empresas Copec4.5%
  8. Randon4.3%
  9. Alicorp4.3%
  10. Falabella4.2%

Geographic
Allocation

  • Brazil 50.9%
  • Chile 21.8%
  • Peru 9.5%
  • Mexico 9.1%
  • Colombia 6.0%
  • Cash 1.8%
  • Regional 1.0%

Industry
Allocation

  • Food & Beverage 20.2%
  • Capital Goods 15.8%
  • Transportation 14.6%
  • Software & Services 11.0%
  • Energy 10.9%
  • Retailing 4.2%
  • Pharma 4.1%
  • Apparel & Textiles 3.8%
  • Diversified Financials 3.4%
  • Real Estate 2.8%
  • Materials 2.7%
  • Banks 2.4%
  • Utilities 2.3%
  • Cash 1.8%

Transforming lives to build economies

We believe in a world where everyone has an equal opportunity to succeed. So we share up to 25% of our fee revenue from our funds to give a leg up to people in the communities where we invest. We work with carefully selected partners across the Latin American region to empower people in their own communities, helping them to grow the economies that we invest in.

Our Blog

Meeting the Ferreycorp team
20
Apr
Investments, Latin America

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