Risk Considerations
- The Fund is actively managed and invests mainly in a diversified portfolio of shares of companies in Asia (excluding Japan).
- Investment in the Fund involves risks, including general investment risk, equity market risk, exclusion criteria risk, risks associated with depositary receipts, geographic concentration risk, small and mid-capitalisation shares risk, emerging markets risk, risk associated with high volatility of equity markets in emerging countries, risk associated with regulatory/exchanges requirements of the equity markets in emerging countries and currency risk which may result in loss of a part or the entire amount of your investment.
- The Fund may use derivatives for hedging and efficient portfolio management and is subject to derivatives risk. Exposure to derivatives may lead to a risk of significant loss by the Fund.
- The value of the Fund can be volatile and could go down substantially.
- Investors should not invest in the Fund solely based on this website.
Investment involves risk. Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy.
SICAV
Asian ex-Japan Equity Fund
An all-cap, growth-oriented portfolio of approximately 70-100 Asia ex-Japan stocks that represent our highest conviction ideas. The fund is categorised as Article 8 under Sustainable Finance Disclosure Regulation (SFDR).
ISIN LU0860350064
FACTSHEET
KFS
Anh Lu is a portfolio manager in the Equity Division and lead portfolio manager for the Asia ex-Japan Equity Strategy.
Overview
Strategy
Fund Summary
As an Asia-based investment team, we employ an unconstrained approach where fundamental research is key. We look to identify reasonably priced companies with compelling business models and quality management teams in industries conducive to sustainable growth. The promotion of environmental and/or social characteristics is achieved through the fund's commitment to maintain at least 10% of the value of its portfolio invested in Sustainable Investments, as defined by the SFDR. Additionally, we apply a proprietary responsible screen (exclusion list). The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.
