GEM, energy and materials key to Global Growth returns

Geffen, Eaton and French focus on resilient emerging market economies and must-have industries to bring outperformance despite economic crisis

A focus on emerging markets, energy and basic materials has been key to returns for several of the leading funds in the Global Growth sector in recent years. Robin Geffen tops the tables once again, with his £639m Neptune Global Equity fund returning 69.89% over three years to 4 August. He has managed to generate these returns largely through exposure to emerging market economies, especially Russia and China, and the energy sector. "Despite the persistent global economic crisis, emerging markets are proving resilient and remain the leaders of global growth," he said. "Brazil, Russia...