Concerns over the continued European debt crisis and a potential economic slowdown in China, saw the Korean stock market limping out of a volatile 2011. But HyungJin Lee, manager of the Baring Korea Trust, believes the risk/return profile of the country presents a strong investment opportunity for 2012, as the country is set to benefit from increasing export demand from both emerging and developed markets.
Mr Le
Source: Investors Chronicle funds data
Performance figures as at 23 January 2012
Top 10 holdings (as at 31 December 2011)
Sector Breakdown
