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But now 9% off its all time high as per my post of 18 months ago - didn't expect to have to wait this long. ATB.
We're there!
.....this nudging 600p for the first time in a year. ATB.
I have a holding here, like when the Japanese disaster struck in March '11. Has anyone got an interest in OEIC, I have a holding in BNY Newtons Global High Income, and am also looking at Newtson Asian Income next year.
Rats. It was at 680p when i started typing my last comment. Hence 1p off of 681 on 8/4/11. Sure it won't be long. ATB.
Only 1p off it's all time high. £10 would be nice, but this is one of the gems in my portfolio and will only be sold when i need the money. Have a lot of others that will go to fund my retirement before i will consider selling this. If only they had all been as good as this. ATB.
Hello there.We do not post often here as this is an Investment Trust,but as you also know a good one and long term top performer in the Emerging Markets sector.Today trades at £6.80p and it seems on the way back to over £7/share.I just keep adding every month to it and it should one day come to £10/share where I shall sell.That was my strategic goal for many years now.ATB-Stach.
Couldn't agree more with your comments. So many people concentrate solely on shares and miss some of the gems hidden away in Unit Trusts, which is where this was when i first bought in back in the mid 90's - similar to you -with a lowest purchase price of 41p!! As you say the dips can be severe, but then your divs buy more share, and at this price it's close to nudging it's all time high. My investments are split roughly 50:50 shares and unit trusts, with this sill counting as a ut in my books. ATB.
Not much disccussion here yet the share is excellent long term.Have been in a saving scheme for over 15yrs.Not for the faint -hearted as sometimes drops dramatically but cost/pound averageing through regular contributions gives terrific results over the years.Far better results than keeping money in the bank.Stach.
"For example, we are already seeing some emerging market companies shopping for assets in Europe at bargain prices and growing their global presence. The worries and uncertainly are likely to continue to create some angst in the global market, which could spill over into emerging markets but experience has shown that uncertainty often presents opportunities," the company added.
Its biggest bet currently is on Hong Kong & China (25.5% of portfolio), followed by Brazil (15.2%) and Thailand (13.8%). Brazil and China were two of the worst performing countries for the trust's portfolio in the second quarter, declining by 2.95% and 2.70% respectively. Indonesia, up 0.02%, was a rare bright spot during the three month period. The other consolation was the trust's relatively small exposure to Argentina, where stock markets plummeted 45% in sterling terms after the country's unilateral decision to nationalise YPF, the country's largest oil and gas company. "Emerging markets now represent approximately one third of the world's stock market capitalisation. Moreover, emerging market economies are expected to grow at a significantly faster rate than developed economies. Given good growth projections in many emerging countries, reducing dependence on developed markets as intra-regional trade grows, youthful populations and generally better debt-to-GDP [gross domestic product] ratios than many developed markets, we firmly believe that these markets should do well in the long term," the trust's statement said.
Templeton Emerging Markets, the investment trust focused on companies operating in emerging markets, saw its first quarter investment gains almost entirely wiped out in the second quarter. The trust ended the first half of 2012 up 0.3% on the year in terms of net asset value (NAV), despite NAV tumbling 8.5% in the second quarter. The trust's performance lagged that of its benchmark index, the MSCI Emerging Markets index, which rose 3.2% over the half-year period but which fell 7.1% in the second quarter. The trust has 65.9% of its holdings in Asia, 17.4% in Latin American and Caribbean countries, 13.5% in Europe and the rest in the Middle East or Africa. During the quarter the company increased its investments in Jordan, South Africa and Poland, topping up holdings in South African platinum producer Impala Platinum and Polish property developer Polnord, while opening a new position in the Arab Potash Company.
I love this share. Having first bought at 114.5p back in Nov '97 and a lot more over the next 6 years around the £1 level - my best buy was at 61p in Sep '08 - this has to be one of the best shares in my portfolio. If only they had all been this good this would be being typed from a beach somewhere warm, and not from a semi in W London in the middle of winter. ATB.
Templeton Emerging's NAV slides 9.26% in August Date: Monday 05 Sep 2011 LONDON (ShareCast) - Hong Kong/China and Brazil remain the preferred markets of choice of investment trust Templeton Emerging Markets. The company said that, as at the end of August, 25.6% of the value of its portfolio was in Chinese or Hong Kong quoted stocks, while Brazilian stocks accounted for 17.4% of net assets. The company's net asset value per share at the end of August stood at 628.67p, on an ex-income basis, down from 692.80p at the end of July. As for sector weightings, 25.9% of the company's total assets are accounted for by financial stocks, while energy stocks represent 21.7% of the net asset value. Consumer discretionary and Materials both check in at around the 17.5% mark, with Brilliance China Automotive the single biggest holding, accounting for 10.4% of net assets. Shares in the investment trust fell 16p to 571p in the morning session on Monday.
MARKET VOLATILITY AND OUTLOOK While growth in some emerging economies eased in 2011, most continued to record relatively strong GDP growth. Markets experienced a period of heightened volatility in the latter part of the quarter as focus shifted to debt restructuring issues in the Eurozone. The postponed disbursement of European Union (EU) funds to Greece coupled with political uncertainty in the country further raised concerns in June. However, the survival of Prime Minister George Papandreou in a vote of confidence, the passing of austerity measures by the Greek Parliament and promises of a second bailout from the EU in July reassured investors. Between 31 March 2011 and 30 June 2011, the net asset value of the Company decreased by 2.4% to 701.0 pence per share. The Investment Manager (Templeton Asset Management Limited), however, continues to see emerging markets benefiting from relatively good growth prospects, attractive valuations and solid fundamentals and will continue to monitor the markets for favourable investment opportunities.
Only just noticed this one . Was concentrating on XTA and BRWM. Looks very good but on a peak today does it move much. Glad for local knowledge
Templeton Emerging Markets Investment Trust PLC ("TEMIT") On behalf of TEMIT, Franklin Templeton Investment Management Limited reports the unaudited cum-income net asset value ("NAV") of TEMIT as at 18th December 2009 was GBP1,761m, representing a NAV of 533.55 pence per share.
Can I just say that I bought into this fund share at a couple of quid, so I am happy as Larry. But am surprised that there is no chat here, has anyone looked at the charts? Red