Ashmore Group plc
14 October 2024
FIRST QUARTER ASSETS UNDER MANAGEMENT STATEMENT
Ashmore Group plc ("Ashmore", "the Group"), the specialist Emerging Markets asset manager, announces the following update to its assets under management ("AuM") in respect of the quarter ended 30 September 2024.
Assets under management
Theme |
Actual (US$ billion) |
Estimated (US$ billion) |
Movement |
- External debt |
7.2 |
7.8 |
+8% |
- Local currency |
17.7 |
18.3 |
+3% |
- Corporate debt |
4.7 |
5.0 |
+6% |
- Blended debt |
11.7 |
12.2 |
+4% |
Fixed income |
41.3 |
43.3 |
+5% |
Equities |
6.7 |
7.3 |
+9% |
Alternatives |
1.3 |
1.2 |
-8% |
Total |
49.3 |
51.8 |
+5% |
Assets under management increased by
Emerging Markets delivered strong returns over the three months, with fixed income indices rising by 4% to 9% and equities increasing by 8%. Ashmore's active investment processes continued to outperform across both equities and fixed income strategies over the quarter.
Net flows improved from previous quarters, driven by an increase in gross subscriptions from institutional investors across a range of investment themes and reduced redemptions. This pickup in activity is consistent with an increase in investor risk appetite following improvements in the broader macroeconomic environment and building on the positive returns delivered by Emerging Markets over the past two years. By investment theme, there were net inflows in external debt and equities, net outflows in local currency and blended debt, and, following successful realisations, a net return of capital to clients in alternatives funds.
Mark Coombs, Chief Executive Officer, Ashmore Group plc, commented:
"Emerging Markets performed well over the quarter, reflecting robust macroeconomic conditions in emerging countries, the positive impact of lower Fed rates weakening the US dollar, and targeted stimulus by the Chinese authorities. Consequently, investor appetite has been increasing and allocations to Emerging Markets should grow from the low current levels to capture the value available across equity and fixed income asset classes.
"Ashmore's active investment approach continues to deliver outperformance for clients, and the Group is well-positioned to benefit as client flows to Emerging Markets gather momentum."
Notes
Local currency AuM includes
For further information please contact:
Ashmore Group plc
Paul Measday
Investor Relations +44 (0)20 3077 6278
ir@ashmoregroup.com
Cardew Group
Tom Allison +44 (0)7789 998020
Will Baldwin-Charles +44 (0)7834 524833
ashmore@cardewgroup.com
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