Asia is an important part of the global economy and is now home to a plethora of companies leading the way in areas such as advanced memory chips and semiconductors, and other industries of the future.
With a combination of dynamic economies and innovative, more shareholder-friendly companies, we believe the future for Asia looks bright.
We aim to help investors tap into Asia’s accelerating growth, as the balance of the global economy arguably continues to shift eastwards.
Why invest in the new Asia?
Structural corporate changes
Ongoing corporate reforms cultivating a more shareholder-friendly environment.
Technological innovations
Asian companies at the cutting edge of many industries of the future.
Attractive valuations
Low valuations despite promising growth prospects creating solid earnings potential.
An active approach to an evolving Asian market
The M&G Asian Equites team manages 22.1 CHF 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 at 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 Asian equities capabilities
M&G (Lux) Asian Fund
Looking at Asian opportunities from all angles
The M&G (Lux) Asian Fund 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. The fund seeks to deliver a return that is higher than that of the benchmark over any five-year period.
Combining in-depth analysis and active decision-making, the investment approach aims to identify exploitable gaps between price and value in securities where the fund managers believe they have earned the right to a superior perspective.
M&G (Lux) China Fund
Why choose M&G for China exposure?
M&G offers deep regional expertise and a proven, research-driven approach. Its Asia Pacific team actively identifies resilient, shareholder-focused businesses—aiming to unlock China’s long-term growth potential through disciplined stock selection.
With Chinese equities trading at historically low valuations and signs of improving corporate governance, M&G sees a timely opportunity for selective, long-term investment. The fund aims to target high-quality companies in sectors like green energy and technology, backed by an experienced on-the-ground team.
M&G (Lux) Japan Fund
A unique perspective on investing in Japan
Japanese equities have gained renewed interest from global investors since early 2023, driven by positive macroeconomic changes, attractive valuations, and improved corporate practices following years of reform. The fund leverages deep company insights and active engagement—referred to as "value-added shareholdership"—to benefit from Japan’s ongoing structural transformation and evolving corporate behavior.
Our highly experienced team identifies opportunities where we perceive there to be a misalignment between the price and the value of a company. Through our high conviction, bottom-up approach to stock selection, we select investments from a core universe of stocks which has been carefully curated over 20-plus years. We deliberately concentrate our efforts on these companies where we can plausibly claim to have earned the right to a superior perspective on the debate.
The main risks associated with the funds:
- The value and income from a fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested. The views expressed in this website should not be taken as a recommendation, advice or forecast. Past performance is not a guide to future performance.
- Investing in emerging markets involves a greater risk of loss as there may be difficulties in buying, selling, safekeeping or valuing investments in such countries.
- The fund can be exposed to different currencies. Movements in currency exchange rates may adversely affect the value of your investment.
- The fund may invest in China A shares. Investments in assets from China are subject to changeable political, regulatory and economic conditions, which may cause difficulties when buying, selling or collecting income from these investments. In addition, such investments made via the Stock Connect system, may be more susceptible to clearing, settlement and counterparty risk. These factors could cause the fund to incur a loss.
- The fund holds a small number of investments, and therefore a fall in the value of a single investment may have a greater impact than if it held a larger number of investments.
- Further risk factors that apply to the fund can be found in the fund's Prospectus
- It is also important to note that: The fund invests mainly in company shares and is therefore likely to experience larger price fluctuations than funds that invest in bonds and/or cash.