Lonsec upgrades Premium Asia Fund to ‘Recommended’

Posted on: April 1st, 2020

Category: News

  • Premium Asia Fund upgraded to ‘Recommended’ by Lonsec
  • Excellent track record of over 10 years, outperforming peer group and Index
  • Competitive fee structure
  • A large team of ‘on the ground’ analysts performing over 6,500 company visits p.a.

Jonathan Wu (Head of Distribution PCFM) – “It is great to see that our long term contrarian value investment style has rewarded investors for their patience in the first 10 years, and that working closely with research houses in the last few years in ironing out any uncertainties has finally seen it reflected in upgrades to ratings.”

“While it is easy to focus on the unfortunate short term circumstance that we all face with COVID-19, the longer term structural shift of Asia through upgrades in consumer habits as well as world leading 5G technological enhancements put investors well placed for decades to come if they invest with managers who have a long established on the ground track record.”

The performance of the Premium Asia Fund:

Data as at 29 February 2020
Source: Lonsec iRate & Morningstar
Inception Date: 1 December 2009. Past performance is not indicative of future results.
*Refers to inception of Premium Asia Fund starting first full month, which is 31 December 2009.
^Peer average comprises of: Platinum Asia Fund, Fidelity Asia Fund, Aberdeen Standard Asian Opportunities Fund, T. Rowe Price Asia Ex-Japan Equity Fund, BT Asian Share Fund (Retail), Nikko AM New Asia Fund, Pendal Asian Share Fund, K2 Asian Absolute Return Fund, Antipodes Asia Fund, PM Capital Asian Companies Fund.

Please find the links below for Lonsec report and Media release on our Premium Asia Fund upgraded:

Media release

Lonsec report

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