Matthews Asia expands Luxembourg-domiciled UCITS fund range

Matthews Asia has expanded its Luxembourg-domiciled UCITS fund range with the launch of the Matthews Asia Small Companies Fund, which provides investors exposure to a portfolio of equities of small capitalisation companies located in Asia excluding Japan.

The Matthews Asia Small Companies Fund will seek to generate long-term capital appreciation through investments primarily in companies with a market capitalisation between $100m to $3bn at the time of purchase.

The Matthews Asia Small Companies strategy has been available to investors in the U.S. since 2008, and delivered a three-year annualised return of 10.39% versus a benchmark return of 4.45%1. The UCITS fund will follow the same investment approach and is managed by the same Lead Portfolio Manager, Lydia So, CFA.

Lydia So, lead portfolio manager said: “Small companies in Asia have always been an integral part of the region’s economy and as capital markets have deepened, the investment universe has grown considerably. This provides new opportunities for investors to gain exposure to companies that, in our view, are typically under-researched and often under-valued compared to large companies. Our strategy seeks growth opportunities among companies that are poised to benefit from Asia’s increasing domestic demand and secular economic trends.”

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