SPARX Asset Management

Asia ex Japan Equity The GOOD Fund (Asia) Strategy

Description: Invest in Asia - the new driver of global growth

  • Invest in GOOD companies (superior long-term returns) that do GOOD (contribute positively to society).
  • Bottom-up stock picking targeting growing businesses that benefit from (i) demographic dividend in emerging Asian countries and (ii) technology and cultural exports from developed Asian countries.
We believe that Asia is in a sweet spot for the next 30 years
  • Asia excluding Japan, Central Asia, Middle East, Australia, New Zealand
    Source: The World Bank (2022), Bloomberg

Key Features:

  • Unique and differentiated exposure to Asia ex Japan Equities (>90% active risk)
  • Long-term approach
  • Mid-small cap tilt
  • 30-50 holdings
  • Note: The above is for illustrative purposes only and should not be relied upon when making investment decisions. The above may not be applicable to all investment cases.
  • Source: SPARX Asset Management Co., Ltd.