Acadian Enhanced Emerging Markets Equity Fund – Class A
Fund's objective is to maximise risk-adjusted, long-term returns by investing in a diversified portfolio of predominantly emerging market companies.
Comparison Data
1Performance
| 1 month | 3 month | 1 year | 3 year | 5 year | Since Inception | Inception Date |
|---|---|---|---|---|---|---|
| 3.83% | - | - | - | - | 6.04% | 16 June 2025 |
Fees
| Management Fee | Performance Fee | Morningstar Total Cost Ratio |
|---|---|---|
| 0.47% | - | 0.47% |
The Acadian Enhanced Emerging Markets Equity Fund provides a systematic approach to investing in a diversified portfolio of emerging market companies. Its strategy is founded on the belief that financial markets are inefficient.
By employing a disciplined, technology-driven process that utilises proprietary valuation models, artificial intelligence, and machine learning, the fund aims to identify and exploit security mispricings.
The objective is to maximise long-term, risk-adjusted returns and outperform the MSCI Emerging Markets Index. While offering exposure to the significant growth opportunities within these economies, the fund carefully controls for risk and tracking error against its benchmark, seeking to deliver consistent performance in a sector known for its wide dispersion of manager returns.
Objective
To maximise risk-adjusted, long-term returns by investing in a diversified portfolio of predominantly emerging market companies. The fund aims to outperform the MSCI Emerging Markets Index over rolling four-year periods before fees and taxes.
Strategy
The fund’s investment strategy is based on the belief that markets are inefficient, creating price anomalies that can be exploited by a disciplined, systematic investment process.
Acadian’s investment approach employs structured stock and peer group valuation models that are designed to capture a broad range of relevant characteristics such as quality, value, earnings growth and price-related factors. The fund will predominantly invest in emerging markets securities, while carefully controlling for tracking error against the MSCI Emerging Markets Index.
Investment Universe
Utilise Acadian’s proprietary alpha forecast to select securities from within the MSCI Emerging Markets Index
Return Forecast
Daily analysis at stock-specific, peer group, and macro level results in objective risk and return forecast
Portfolio Construction & Trading
Forecasts enter proprietary portfolio optimisation system, weighing expected return against risk, liquidity, T-costs, real-world frictions
Mispricings
Financial assets are often mispriced due to behavioural errors, such as incorrectly processing information or acting on incomplete information.
Multi-faceted
Top-performing companies display many qualities. Their success is multi-faceted and cannot be attributed to any single factor.
Systematic
Market inefficiencies and attractive opportunities are best captured using systematic processes.
Technology
Curated application of artificial intelligence (AI) and machine learning (ML) technology can help extract pertinent information from large, complex datasets.
Dynamic
Investment processes must be dynamic and adapt to changes in investor behaviour and the investment environment.
Innovation
Acadian’s edge comes from embracing innovative ideas and continuously investing in people, technology, and data.
Investing in emerging markets can provide exposure to some of the most exciting and fastest growing investment opportunities in the world. For example, almost 70% of global semi-conductor needs are met by emerging market economies of Taiwan, China and South Korea. Information Technology now accounts for 20-30% of emerging market benchmarks by market capitalisation.
While emerging markets are generally expected to have a higher risk volatility than developed markets, the Acadian Enhanced Emerging Markets Equity Fund aims to capture the most attractive emerging market equity opportunities while carefully controlling the Fund’s risk against the Benchmark.
There is a typically a large dispersion of performance across emerging market fund managers and the Fund aims to produce consistent performance holding a broad portfolio of stocks and factor exposures.
The Fund is priced well, and costs less than the equivalent index/ETF exposure.
Acadian LLC is a Boston based investment adviser registered with the United States Securities and Exchange Commission. Acadian LLC has four wholly-owned investment advisory affiliates. Acadian Asset Management (Singapore) Pte Ltd is located in Singapore and is registered with the Monetary Authority of Singapore. Acadian Asset Management (Japan) is located in Tokyo and is registered with the Kanto Local Financial Bureau. Acadian Asset Management (UK) Limited is located in London and is authorised and regulated by the Financial Conduct Authority. Acadian Asset Management (Australia) Limited is located in Sydney and is the holder of Australian financial services license number (AFSL) 291872. All Acadian entities specialise in active equity strategies.
Acadian LLC evolved from a non-US all-cap equity manager to a global manager with the launch of Acadian LLC’s global strategy in 1992. In 2002, Acadian LLC began to apply its stock selection process to attempt to find the poorest performing companies as well as the strongest, opening the doors for Acadian’s long/short strategies. In 2006, based on research showing that a portfolio of low-risk stocks has the potential to offer market-like returns at lower risk than the overall equity market, Acadian launched its managed volatility strategy. Acadian’s commitment to research, the flexibility of its process and the collaborative nature of its client relationships suggests that Acadian’s suite of strategies will have the potential to continue to grow and evolve in an effort to meet the needs of its clients.
For further information go to Acadian’s website www.acadian-asset.com
Katrina joined Acadian Asset Management (Australia) Limited in 2009. She is based in Sydney and serves as a Senior Portfolio Manager on the Global Portfolio Management Team.
Katrina has been a key driver of the development and management of a range of equity strategies, including a focus on global managed volatility and Australian equity. Prior to joining Acadian, Katrina was a senior quantitative analyst at ING Investment Management. Previous to that, she held various quantitative roles at other investment management firms including BT Funds Management and County Investment Management.
Katrina holds a Graduate Diploma in applied finance and investments from Securities Institute of Australia and a Bachelor’s in mathematics and finance (Hons) from the University of Technology, Sydney. Katrina is a CFA charterholder.
Zhe joined Acadian Asset Management (Australia) Limited in 2017. He is based in Sydney and serves as a Senior Portfolio Manager on the Global Portfolio Management Team.
Zhe has been a key driver of the development and management of a range of equity strategies across region, including a focus on extension equity strategies. Prior to joining Acadian, Zhe was an analyst on the quantitative research team at Macquarie Securities.
Zhe holds a Ph.D. in empirical finance from Macquarie University, a Bachelor of Engineering in bioinformatics with First Class Honours and the University Medal from the University of New South Wales, and a Bachelor of Commerce in finance from the University of New South Wales. Zhe is a CFA charterholder.
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The issuer of this product is identified at the top of this page. The PDS and target market determination for the product are available in the Documents section of this listing. Prospective investors should consider the PDS before deciding to acquire the product. This product listing was vetted by and approved by the product issuer identified above before publishing. Investment Markets (Aust) Pty Ltd AFSL 527875 (IM) is not the issuer of the product.
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