by Peter Lees
23. December 2010 21:05
We have been saying for quite some time that the UK equity market, with its significant weighting to miners, is potentially one of the best ways to access the growth in the emerging economies. And the proof of the pudding… is in the chart below, which looks at the Fund against a number of indices over the last twelve months (as at 20 Dec 2010).
Source: DataStream
But its not just the miners, a couple of weeks ago I discussed why Tesco has a role to play in a high alpha fund due to its expanding presence in Asia, something underpinned by its recent results. And let’s not forget Standard Chartered, GlaxoSmithKline and the Prudential all of whom have significant emerging market exposure and are held by the F&C UK Equity Fund.
