Equity Fund Data Bond Fund Data Investment Tools

   Home Page
   .................................
   Client Login
   Become a Client

   USERNAME:
   PASSWORD:
 
   .................................
   Data Products
Equity Fund Country Weightings
   .................................
   CONSULTING SERVICES
     Overview
   .................................
   ABOUT US
     Request Information
     Company Overview
     Job Opportunities
     Advertising
     EPFR Alliances
     Conference Partners
     EPFR in the News
   .................................
© 1999-2008
Emerging Portfolio Fund Research, Inc. All rights reserved.


Equity Fund Country Weightings
Monthly Report
  • The data tracks the actual country and regional weightings, in % terms, of individual funds and average weightings by investment manager and fund category
  • Individual funds grouped by fund category (GEMs, Asia ex-Japan, Latin America, EMEA, Pacific region, International/Global)
  • Average weightings of all individual funds and by investment manager (with multiple funds)
  • History tabs show one year of historical country and regional weighting aggregates
  • Monthly data available from January 1995

Fund Category
# of Funds
$US Billions
Global Emerging Markets
83
157.35
Global (ex-US)
31
166.58
Global
44
 98.58
Asia ex-Japan
98
68.15
Pacific
22
28.61
Latin America
33
17.74
Emerging Europe / Middle East / Africa
60
31.11
Europe
72
 83.34
TOTAL
443
651.47

Data Composition Download Definitions & Methodology (PowerPoint)
  • Fund name
  • Size of fund in USD
  • % weighting by region
  • % weighting by country (+ cash)
  • Monthly historical regional averages
  • Domicile of fund
  • Advisor name
All data files delivered in highly formatted Excel (.xls) report formats.
Custom files available.
Click here to request more information
Phone: +1-617-864-4999 ext. 26 | Fax: +1-617-864-4942 (USA) | Email: info@epfr.com