Access Asia through a fund with a disciplined approach to an evolving market.
For investors seeking to gain style agnostic exposure to a wealth of potential opportunities in Asia (ex Japan) equities.
The M&G 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.
Why this fund?
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.
Our approach
Asian markets are emerging as compelling investment destinations. Watch David Perrett, Co-Head Asia Pacific Equities and George Rolls, Investment Director, discuss how, 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.
Investment policy:
The fund aims to provide a combination of capital growth and income to deliver a return, net of the Ongoing Charge Figure, that is higher than that of the MSCI AC Asia Pacific ex Japan Index over any five-year period. At least 80% of the fund is invested in the shares of companies based, or doing most of their business, in Asia Pacific (excluding Japan). The investment strategy focuses on the future profitability, the valuation and the system of rules, practices and processes by which a company is managed. The fund manager seeks to identify companies which are, in his opinion at the time of investment, undervalued.
The main risks associated with the funds:
- The value and income from the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise. There is no guarantee that the fund will achieve its objective and you may get back less than you originally invested.
- 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.
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.
Fund ratings