Pick up some Brics

Take the hand of an active manager, and venture into emerging markets. David C Stevenson tips one new exchange-traded fund to keep your eye on.

Take the hand of an active manager, and venture into emerging markets.

Does value investing pay? The idea is simple enough. Invest in decent businesses with sound balance sheets and unloved share prices. The strategy was best articulated by the great Benjamin Graham in his books on investing. While his ideas are more than 80 years old, plenty of fund managers still use them, largely because they have been proven to work in the past.

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First Trust EM Alphadex ETF0.80%-4.3%£4.4m
iShares EM Dividend ETF0.65%-7.5%£265m
SPDR State Street S&P EM Dividend ETF0.55%-2.4%£63m
PowerShares FTSE RAFI EM ETF0.65%-1.6%£8m
WisdomTree EM Equity Income ETF0.46%N/A£12m
WisdomTree EM Smaller Companies Income ETF0.54%N/A£2m
PFS Somerset EM Dividend Growth fund1.33%8.1%£927m
Prusik Asian Equity Income1.21%24%£850m
JPMorgan Asian Equity Income investment trust1.32%6.6%£344m
David C. Stevenson
Contributor

David Stevenson has been writing the Financial Times Adventurous Investor column for nearly 15 years and is also a regular columnist for Citywire. He writes his own widely read Adventurous Investor SubStack newsletter at davidstevenson.substack.com

David has also had a successful career as a media entrepreneur setting up the big European fintech news and event outfit www.altfi.com as well as www.etfstream.com in the asset management space. 

Before that, he was a founding partner in the Rocket Science Group, a successful corporate comms business. 

David has also written a number of books on investing, funds, ETFs, and stock picking and is currently a non-executive director on a number of stockmarket-listed funds including Gresham House Energy Storage and the Aurora Investment Trust. 

In what remains of his spare time he is a presiding justice on the Southampton magistrates bench.