Charles Jillings, Investment Manager at Utilico Emerging Markets Trust, gives an insight into the fund, the sectors it invests in, companies in the portfolio and more.
About the Utilico Investment Trust
UEM is a London Stock Exchange-listed Investment Trust investing principally in listed companies in emerging markets.
Utilico has identified four Emerging Market megatrends which will underpin growth in the coming years:
- Global trade - where the dynamics are constantly evolving
- Digitalisation - greater use of technology
- Social infrastructure growth
- Energy transition to renewables
The Utilico Emerging Markets Trust has delivered an annualised total return of 9.3% over 17 years, and currently pays a 3.8% dividend yield.