As of November 5th 2018, the AZUR ASIAN EQUITY FUND that we have been advising since its inception in November 2014 became AIPM ASIAN EQUITY UCITS FUND.
As a UCITS compliant fund, it is no longer restricted to Qualified Investors and Banks and Investment Managers can now include it into their managed portfolios or advise their clients to do the same.
It is a significant step forward and we are proud of this achievement.
Since the beginning of the year, AIPM ASIAN EQUITY UCITS FUND also outperformed most indexes, benchmarks and competitors substantially, protecting its investors better than any comparable vehicle.
Since the beginning of the year, AIPM ASIAN EQUITY FUND returned -1.71 % against -13.98 % for the comparable ETF and a – 15 % average performance for Asian equity funds.
Managing money is all about protecting assets in down markets as everybody can and should deliver performance in up markets.
Since Inception, and despite the 2018 bear market in Asian markets, AIPM ASIAN EQUITY UCITS FUND has delivered an average of +4.80 % per annum net of fees to investors over the past five years, substantially outperforming its benchmark ETF.
The tables below compare the performance of the AIPM Asian Equity UCITS fund to the performances achieved by most equity indexes and benchmarks as well as against its major competitors.
Invest in Asia
We see the 2018 correction in Asian equity markets to have reached its climax in October and we are currently forming a complex top before a strong year-end rally unfolds in the coming weeks.
From a strategic point of view we see the current valuations as probably the last opportunity to invest in Chinese equities before a lasting and significant secular bull market unfolds.
The current slowdown in the Chinese economy is structural in nature and opens the door to significant monetary and budgetary stimulus ahead, something that should boost asset prices significantly.
Japan is in the midst of a Goldilocks combination of strong earnings growth, improving economy and extremely negative real interest rates and should pursue the second leg of its secular bull market.
Most Asian currencies have stopped falling and the economies of India, Indonesia, Malaysia, Thailand, The Philippines and Korea are all humming.
This is a good time to increase exposure to Asian equity markets in a global portfolio and AIPM ASIAN EQUITY UCITS FUND is well positioned to fully benefit from the coming bull phase.
Factsheet as at Nov 5, 2018
The information included in this post are not a solicitation to BUY or invest in any security. They are provided for information purposes only simply to reflect the added value brought by Mechelany Advisors in its research and Advisory capacity. Investors must take independent professional legal and financial advice before investing in securities.