Overview

A balanced investment portfolio that combines the best Fixed Income and Equity strategies in Asia. The fund follows a quality bias approach that allocates to listed equity, credit, and alternative fixed income securities. The fund focuses on high free cash flow, low balance sheet leverage, and sustainable secular growth to achieve its investment objectives.

Strategy

Deliver superior returns and lower risk than traditional balanced multi-asset portfolios through an investment approach that is grounded in a disciplined process that emphasizes rigorous research, risk management, and diversification across asset classes. The Asia Wealth Fund aims to capture the long-term growth potential of Asian markets while minimizing the impact of market volatility on the portfolio to preserve wealth.