HOW TO PLAY IT

Perth Tolle’s fund includes the largest companies in the freest emerging markets. South American miners and energy producers have performed well this year, cushioning tech-stock losses in South Korea and Taiwan. Below are the Freedom fund’s top 10 holdings.

Sociedad Química y Minera

Chile

Samsung

South Korea

Taiwan Semiconductor

Taiwan

Sud Americana de Vapores

Chile

Vale

Brazil

Bank Central Asia

Indonesia

Falabella

Chile

Banco de Chile

Chile

Hon Hai Precision

Taiwan

MediaTek

Taiwan