"Asia is home to many companies that address sustainability challenges successfully and are global leaders in their focus areas. Our experience and ability help us to identify investment opportunities in the roughly two-thirds of the Asian universe that is not rated by the widely-used ESG data service providers."
Asia is at the epicentre of many of the world’s most important sustainability challenges, from environmental issues to social inclusion and economic development.
For investors seeking sustainable solutions these challenges also provide a unique investment opportunity, with Asia now home to companies that are addressing these issues by providing both innovative and scalable solutions.
Matthews Asia Sustainable Future Fund
The Matthews Asia Sustainable Future Fund invests in companies that contribute to a sustainable future and are addressing global environmental and social challenges while following good governance principals. Some of the Fund’s key characteristics include:
Access to Asia’s deep universe of sustainable opportunities
Using active proprietary research, we go beyond Asia’s large-cap companies and large markets to identify investment opportunities that drive positive outcomes.
A concentrated growth portfolio
With leading and emerging sustainability solution providers and industry champions, assessed on exposure to key environmental and social focus areas, growth prospects and valuation.
Active engagement based on local context
Based on our 30 years of investing in Asia, we believe that active engagement is more productive in dialogue and with fluency in local norms and culture.
The Matthews Asia Sustainable Future Fund intentionally invests for positive environmental, social and economic outcomes and is categorized as Article 9 under SFDR.
Our sustainable investment framework is focused on identifying a company’s current or future contribution to positive environmental, social and governance (ESG) outcomes, while at the same time ensuring it does not pose harm to the environment or the society at large through an active engagement process.
Matthews Asia bring its 30 years of active investment expertise in Asia to uncover companies that can deliver profitable growth while addressing a broad range of sustainability challenges. Positive outcomes pursued by companies in the Fund include:
The Fund leverages the same bottom-up, fundamental investment approach as our award-winning Matthews Asia ESG Strategy that has been available to investors in the U.S. since 2015 and is managed by the same Lead Manager, Vivek Tanneeru.
He can draw on a team that includes our Head of ESG Research as well as more than 35 investment professionals that conduct in-depth, on-the-ground fundamental research to identify the most compelling opportunities.
The value of an investment in the Fund can go down as well as up and possible loss of principal is a risk of investing. Investments in international, emerging and frontier market securities may involve risks such as social and political instability, market illiquidity, exchange-rate fluctuations, a high level of volatility and limited regulation, which may adversely affect the value of the Fund's assets. The Fund invests in holdings denominated in foreign currencies, and is exposed to the risk that the value of the foreign currency will increase or decrease. The Fund invests primarily in equity securities, which may result in increased volatility. The Investment Manager's consideration of ESG factors in making its investment decisions materially impact the investment performance of the Fund. These and other risks associated with investing in the Fund can be found in the Prospectus.