Fund overview

The Evans & Partners Asia Fund aims to provide investors with attractive risk-adjusted returns over the long-term by investing in high-quality companies in the Asia ex Japan region.

Investment objectives and strategy

The Investment Manager will initially target a concentrated portfolio of 30-50 securities domiciled in the Asia ex Japan region.

Securities are assessed against the following key criteria:

  • quality management and good corporate governance standards;
  • sound business model;
  • solid financial position; and
  • sufficient growth to justify a premium over the current price.

The Investment Manager will invest directly in listed securities and other investments, with an intention to provide investors with a portfolio of investments in markets including China, India, Hong Kong, Singapore, South Korea, Taiwan, Indonesia, Thailand, Malaysia, and other Asian countries.



*Past performance is not a reliable indicator of future performance

Risks

Like all investments, an investment in the Evans & Partners Asia Fund carries risk which may result in the loss of income or principle invested. In addition to the general risks of investing, specific risk associated with investing in the Fund include, but is not limited to, investment selection and strategy risk, equity risk and concentration risk. For further information about the risks of investing in the Fund please refer to Section 3 of the Product Disclosure Statement.

Fund facts and performance

Inception date

May 2018

ASX ticker

EAF