Capitalising on Asia’s rapid growth
UBAM - Asia Equity is managed by a specialised, Hong Kong-based team that uses its in-depth knowledge of each regional market to identify the themes that are driving equity market returns and the companies that are most likely to benefit from those themes. The team pays particular attention to each business’s growth prospects as well as potential and catalysts for share price appreciation.
Emerging Asia is an exciting growth story: the region’s economic development has outpaced that of developed markets and other regions of the emerging world for several years. The region continues to grow, but its drivers are changing as many countries find themselves in a new phase of their development, with major sources of future expansion still to be tapped. These include increased infrastructure spending, rising domestic consumption, greater penetration of financial services and the opening-up of the region’s internal market thanks to better trading links.
We aim to capitalise on Asia’s growth by researching the most important regional themes and how they will play out in each country. For example, exploiting population trends in China – where cheap labour is becoming less readily available – requires a different approach from in India, where the demographic dividend is just beginning. We then focus on finding, visiting and analysing companies that are well placed to benefit from these themes. Each stock is subject to a thorough review as we seek to identify businesses with a solid competitive position, under-rated growth potential and highquality management. The portfolio consists of our highest-conviction ideas from across the region and holdings can remain in the fund for several years.
|历史业绩||月初至今||年初至今||1 年||3 年||5 年||自推出以来|
1 年以下的业绩为累计计算。1 年以上的业绩为年化计算。
Past performance is not indicative of present and/or future results. Price and availability are subject to change without notice. The value of investments may go up or down and investors may not get back the amount invested. Changes in foreign exchange rates may also cause the value of investments to fluctuate.
|Status – Articles of Association||28.08.2017|
Italy: I shares are only notified to the CONSOB.
Singapore: Sub-funds registered with the MAS (Monetary Authority of Singapore) can only be offered to “accredited investors”.