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Undermeny

  • Asia Growth Fund
    • Our Fund
    • Performance
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    • The case for Asia?
    • Asia Growth Fund
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Related

  • AGCM August 2023
  • AGCM Fund_Propectus_March 2021
  • Swesif's sustainability declaration for funds 2021
  • KIID_AGCM Fund - Asia Growth Sub-Fund_RC_SEK_LU1091660909_20220202_en
  • KIID_AGCM Fund - Asia Growth Sub-Fund_RC_EUR_LU1091661386_20220202_en
  • KIID_AGCM Fund - Asia Growth Sub-Fund_WP_EUR_LU1163023143_20220202_en

Asia Growth Fund

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AGCM Asia Growth Fund is an actively managed equity fund investing in Asian companies excluding Japan. The Fund consists of a concentrated portfolio of holdings with a focus on long-term growth.

The cornerstone in the, proven and documented, investment strategy is traditional bottom-up fundamental equity analysis with a long-term perspective. Key focus on individual company’s market position, financial strength, management and growth potential. The investment strategy is based on a diversified and concentrated portfolio with 30 – 35 holdings. A high-conviction portfolio with maximum 35 holdings gives us exposure to our best ideas, thus our strategy is non-benchmark aware. 

Our benchmark MSCI Asia ex Japan has a high degree of companies operating in regulated markets and thus limited earnings growth potential. AGCM does not invest in these companies and therefore deviation from benchmark can from time to time be high.

Corporate governance is a vital part of the analysis.   

Allocation as of August 31, 2023

Sectors %
Consumer 27%
Financials 26%
Communication 20%
Real Estate 13%
Healthcare 8%
Info Tech 6%
5 largest holdings %
Alibaba Group 8,8%
Tencent Holdings 5,7%
Samsung Electronics 4,6%
China Mobile 3,9%
China Resources Land 3,9%
Country breakdown
Fund facts
Portfolio Manager Gustav Rhenman
Inception date 3 October, 2014
AUM SEK 715 million
Number of holdings 37
Management fee 1,85%
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    Asia Growth Capital Management, Birger Jarlsgatan 10, 5tr. SE-114 34 Stockholm, Sweden
    Phone: +46 708 484 500. © 2023. Alla rights AGCM

    Website by Sphinxly with Easyweb

    DISCLAIMER AGCM Asia Growth Fund is subject to risk and its units may increase as well as decrease in value. Past performance is no guarantee for future returns. An investment in an equity fund should be considered as a long term investment that may potentially render a higher return than traditional bank savings or investments in money market or bond funds.This webpage consists of information regarding the fund and should not be understood as investment advice regarding your potential investment in the fund. AGCM does not provide investment advice. The investor must before investing in the fund – potentially together with a financial advisor – assesses the investment with regard to, for instance, his or her risk tolerance, income, age and need for liquidity. We recommend that you read the Key investor information document and the Prospectus of the fund before investing in the fund. These documents are available at the AGCM webpage.You can also ask for information via e-mail info@agcm.se