San Francisco, CA, 30 April 2015
—Matthews Asia announced today the expansion of its Luxembourg-domiciled UCITS fund range with the launch of the Matthews Japan Fund (Class I ACC ISIN: LU1220257130; Class A ACC. ISIN: LU1220257304).
The Matthews Japan Fund seeks to generate long-term capital appreciation by investing in the Japanese equity markets. The Fund seeks to achieve its objective by investing in an all-cap portfolio of Japanese companies, many of which are positioned to benefit from growth opportunities in Asia or the improvement in the corporate governance and domestic growth outlook inside Japan.
Kenichi Amaki, Lead Manager comments
: “Japan has been seen by many investors as a ‘large-cap value’ market over the past 15 years, but we view Japan as a long-term, core investment opportunity and, as such, we invest across the market-cap spectrum. The portfolio includes lesser-known small-cap companies with strong and sustainable growing domestic businesses relative to many large-cap peers. We also look at Japan in a regional context, paying particular attention to firms that are poised to benefit from the rising income levels in the region and that are tied into the growth of the Asian household.“
Jonathan Schuman, Head of Global Business Development adds
: “We believe that this is an opportune time for global investors to re-engage with Japan as a strategic portion of their portfolios. Japanese companies are increasingly benefitting from rising levels of income growth and improving productivity levels across Asia. The integration of Japan with Asia’s broader economy is a key reason why we are excited about investment opportunities in the Japanese equity market. The addition of the Matthews Japan Fund to our Luxembourg funds platform reflects Matthews Asia’s strategic commitment to delivering our specialist capabilities to retail and institutional investors globally.”
The Matthews Japan strategy has been available to investors in the U.S. since 1998. The UCITS fund will follow the same bottom-up, fundamental investment approach and is managed by the same Lead Portfolio Manager, Kenichi Amaki, who is supported by Co-Manager Taizo Ishida and the broader Matthews Asia 40-member investment team.
About Matthews Asia
At Matthews, we believe in the long-term growth of Asia. Since 1991, we have focused our efforts and expertise within the region, investing through a variety of market environments. As an independent, privately owned firm, Matthews is the largest dedicated Asia-only investment specialist in the United States. With US$30.0 billion in assets under management as of 31 March 2015, Matthews employs a bottom-up, fundamental investment philosophy, with a focus on long-term investment performance. For more information please visit global.matthewsasia.com
Share Class Information
| Management Fee
| A Acc (USD)
| I Acc (USD)
| I Acc (GBP)
Sam Emery / Marina Fraser Harris
Tel. +44 (0) 20 7466 5050
This release does not constitute or contain an offer, solicitation, recommendation or investment advice with respect to the purchase of the Funds described herein or any security and such document has not been approved in any jurisdiction. Prospective investors should carefully review the information contained in the prospectus and any related offering document and consult their professional legal, tax and financial advisers as to the suitability of any investment in light of their particular circumstances and applicable citizenship, residence or domicile, including any tax or foreign exchange control restrictions. No securities commission or regulatory authority has in any way passed upon the merits of an investment in the Funds or the accuracy or adequacy of this information or the material contained herein or otherwise. Neither the prospectus nor any related offering document has been approved in any jurisdiction where the Funds have not been registered for public offer and sale. This information is not, and under no circumstances is to be construed as, a prospectus, a public offering or an offering memorandum as defined under applicable securities legislation. Application for shares may only be made by way of the Funds’ most recent prospectus which is available from Matthews International Capital Management, LLC. The Funds’ shares may not be sold to citizens or residents of the United States or in any other state, country or jurisdiction where it would be unlawful to offer, solicit an offer for, or sell the shares.