Matthews Asia rolls out suite of Article 8 EM funds

Trio of strategies now available to European investors

Cooper Abbott
Cooper Abbott. Credit: Joey Clay

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Matthews Asia has launched a trio of Article 8 emerging markets funds now available to European investors.

Mirroring strategies available to US investors, the suite consists of the Matthews Emerging Markets Equity Fund; Matthews Emerging Markets ex-China Equity Fund; and the Matthews Emerging Markets Discovery Fund.

The Matthews Emerging Markets Equity Fund will be headed up by lead portfolio managers John Paul Lech and Alex Zarechnak, with support from co-managers Andrew Mattock and Peeyush Mittal.

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The ex-China strategy will be run by the same lead managers with support from Mittal. Both funds come with an expected Total Expense Ratio (TER) of 90bps.

Meanwhile, the Matthews Emerging Markets Discovery Fund will be led by Vivek Tanneeru with support from co-managers Jeremy Sutch and Alex Zarechnak. 

The strategy aims to invest in 40 to 80 smaller companies across emerging markets and has an expected 115bps TER.

Cooper Abbott (pictured), CEO of Matthews Asia, said: “In our discussions with institutions and wealth managers, a growing number are looking to build customised exposures to emerging markets and have greater control over a core allocation.

“Matthews’ launch of these emerging market funds gives the power of choice to sophisticated investors, allowing us to deepen partnerships with clients in Europe and Asia and for them to leverage our firm’s capabilities to construct highly distinct, actively-managed portfolios.” 

Neil Steedman, head of international distribution, added: “Emerging markets can offer investors the biggest potential for long-term growth over many other assets classes.

“With a combination of large populations, higher economic growth, rising wages and productivity, a shift toward sophisticated services and consumption and deepening capital markets, they will continue to create new and attractive investment opportunities for investors.”

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