MI Polen Capital Emerging Markets Discovery Fund A GBP Acc

Category Global Emerging Markets Small/Mid-Cap Equity
star-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

103.698p

arrow-up1.937p (+1.90%)

Fund Code

SSEAA

BK5SP70

GB00BK5SP702

Prices updated as at 12 May 2025
|
Prices in GBX
Investment objective
The Fund seeks to outperform the MSCI Emerging Markets SMID Index (with net dividends reinvested) over a 5 year period by investing at least 80% (but usually significantly more) in an actively managed portfolio of smaller and mid cap emerging and frontier market securities. The portfolio will consist principally of quoted equity securities, issued by companies established or operating in emerging and frontier market countries, principally in Asia, Eastern Europe, the Middle East, Africa and Latin America and whose market capitalisation does not generally exceed US$ 15 billion at the time of the initial investment.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
Company name
Somerset Capital Management LLP
Fund launch date
30 Oct 2019
Domicile
United Kingdom
UCITS
Yes
Fund manager
Dafydd Lewis
Manager start date
26 Nov 2024
Fund manager biography
Mr. Lewis joined Polen Capital in 2021. He is co-portfolio manager of the firm’s Global Emerging Markets Growth strategy. Prior to joining Polen Capital, Mr. Lewis was an Emerging Market Portfolio Manager at LGM Investments, overseeing the firm’s Frontier Markets strategy and being a member of the Investment Leadership team. Mr. Lewis began his career at HSBC in 2003 and has been involved in Emerging Markets investing since 2005. He earned his BSc (Hons) in Economics from the University of Bath. Mr. Lewis is a CFA® charterholder.
Fund manager
Damian Bird
Manager start date
26 Nov 2024
Fund manager biography
Mr. Bird joined Polen Capital Management in 2019. Prior to joining Polen Capital, Mr. Bird was an Emerging Market Portfolio Manager at LGM Investments. Mr. Bird began his career at Arisaig Partners as an Investment Analyst, primarily focusing on consumer companies in the developing world. Mr. Bird received his B.A. in History & Economics from the University of Oxford and has lived and worked in Singapore, Dubai and South Africa. Mr. Bird is a CFA® charterholder.
Head office
Manning House
22 Carlisle Place
London
United Kingdom
SW1P 1JA
Got a question?
Get in touch
we're here to help:
+44 207 259 1300
Mon-Fri 8am to 6pm


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.