- Asian markets have been led by a few sectors but this fund offers something different
- Reasons to consider mixing things up
Value-style investment approach
Rigorous investment process
Exposure to sectors that could perform strongly
Different to other Asia funds
Could lag mainstream approaches
With Chinese equities racing ahead, Asia has been the standout investment region of 2020. MSCI AC Asia ex Japan index returned 13.3 per cent between the start of this year and 29 October, far outstripping gains made by US, emerging market and Japanese equity markets. The long-term investment case for the region also still stands, for reasons including strong demographics and attractive dividends. However, as this regional market's returns have been led by a handful of stocks and sectors, you may want to diversify your Asian exposure with a fund that can capitalise on unappreciated market trends.