Access Asia through a strategy with a disciplined approach to an evolving market.
The M&G Asian Strategy offers investors access to a curated portfolio of stocks which aims to provide a combination of capital growth and income, as well as exposure to the potential opportunities the Asia Pacific ex Japan region has to offer.
Combining in-depth analysis and active decision-making, the investment approach aims to identify exploitable gaps between price and value in securities where the portfolio managers believe they have earned the right to a superior perspective.
Why this strategy?
Depth
Consists of stocks selected from a highly curated universe Asia (ex Japan), some of which the team have been following for more than 3 decades.
Discipline
Active stock-picking programme balancing high-conviction with risk awareness, resulting in a focused portfolio of idiosyncratic ideas.
Perspective
In-depth, differentiated research efforts focused around a predefined universe of companies, designed to provide a superior perspective on a business and its associated risk of ownership.
An active approach to an evolving Asian market
The M&G Asian Equites team manages USD 27.7 billion of assets for our clients, across a range of carefully curated investment funds. Whether you are looking to tap into China’s ongoing economic growth, or the evolving middle class opportunities offered by investing in India, our team can help to fulfil your investment needs. With collective experience of covering the region for multiple decades, M&G can help clients navigate the range of opportunities that Asia can offer the patient investor.
*Fund management desk **As of 30 June 2025
“Our general approach to engagement is to follow the ‘servant-leadership’ model; rather than tell companies what they should be doing, we ask them how we can help.”
Carl Vine
Co-Head Asia Pacific Equities
“Besides the shift in trading patterns, we have observed a continual improvement in technology and ‘value add’ within Asian manufacturing. Some of the most advanced memory chips and semiconductors are now made in Asia which wasn't the case 25 years ago.”
David Perrett
Co-Head Asia Pacific Equities
Our approach
Asian markets are emerging as compelling investment destinations. Driven by demographic growth, supply chain shifts, and economic reforms, these regions offer diverse opportunities for long-term investors seeking exposure to dynamic and evolving economies.
Investments involve risks and may not be suitable for all investors. Past performance is not indicative of future results. The value of investments may go up or down and is not guaranteed. You may not recover the full amount you invested. The views expressed in this document should not be taken as a recommendation, advice or forecast. If you are in any doubt about the contents of this document, you should seek independent professional advice.