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This article spotlights select funds on our investment funds list. Given the fund screening process and the varying frequency at which different types of data for each fund are updated, there may be a delay of about one month between when the data becomes available and the release date of the article.
Want to invest in high-quality companies in Southeast Asia, India, Japan and Europe?
We’re excited to introduce four new funds on Endowus Fund Smart — managed by fund managers Barings, PineBridge, Goldman Sachs, and AllianzGI.
The Barings ASEAN Frontiers Equity Fund seeks long-term capital growth primarily through investment in a diversified portfolio of ASEAN companies which could include Singapore, Thailand, the Philippines, Malaysia, Indonesia, and Vietnam.
The PineBridge India Equity Fund attempts to provide long-term capital appreciation by investing in equity and equity-related securities of companies listed on stock exchanges in India or closely related to the economic development and growth of India. The fund may use financial derivative instruments for hedging purposes only.
The Goldman Sachs Japan Equity Partners Portfolio Fund seeks to achieve long-term capital appreciation (over 3-5 years) by investing primarily in equities of Japanese companies. The portfolio may also use financial derivative instruments as part of its investment policy or for hedging purposes.
The AllianzGI Europe Equity Growth Fund aims at long-term capital growth by investing in equity markets in Europe with a focus on growth stocks. At least 70% of sub-fund assets are invested in equities of companies that are exposed or connected to equity markets in Europe, with a focus on growth stocks. Less than 30% of sub-fund assets may be invested in equities other than the above.
ASEAN equities
Barings ASEAN Frontiers Equity Fund
ISIN: IE00B3BC5V13 (USD)
The fund provides investors exposure to a portfolio of high quality Southeast Asian companies through fundamental bottom-up stock selection and a disciplined portfolio construction process. Focusing on the ASEAN region, the lead portfolio manager is experienced with more than 20 years of investment experience and is supported by a co-portfolio manager and a centralised research team from the Asia Ex-Japan team of 7 investment professionals.
The fund adopts a Growth-At-Reasonable-Price (GARP) investment philosophy focusing on a fundamentally-driven and bottom-up stock selection process that has been the main driver of outperformance.
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Indian equities
PineBridge India Equity Fund
ISIN: IE00B0JY6L58 (USD)
The fund provides equity exposure to companies listed on stock exchanges in India or closely related to the economic development and growth of India. It adopts a high-conviction approach with a concentrated basket of 30-40 stocks.
It is managed by veteran portfolio manager Elizabeth Soon, the Head of Asia ex-Japan Equities with over 30 years of investing experience. She works closely with and is further supported by Pinebridge’s on-the-ground Indian team.
The fund’s equity research process, also known as Lifecycle Categorization Research , is a framework that unlocks alpha opportunities by capturing the dynamic nature of a company’s growth outlook beyond market-consensus views.
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Japanese equities
Goldman Sachs Japan Equity Partners Portfolio Fund
ISIN: LU2405385399 (USD), LU2475587056 (HKD)
The fund offers investors exposure to a concentrated portfolio (25-40 stocks) of high-quality Japanese listed companies that provide an attractive and sustained growth in the long term. It focuses on companies that are exposed to long-term structural growth trends (e.g. factory automation, health technology), allowing them to be more resilient against economic cycles in Japan.
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European equities
AllianzGI Europe Equity Growth Fund
ISIN:LU0857590862 (USD)
The fund adopts a quality tilted approach in offering equity exposure to a broad universe of European companies that display strong growth characteristics. It is managed by Allianz’s Global Growth team’s Chief Investment Officer Thorsten Winkelmann since 2008 and is a part of Allianz’s core European offering with over 26 billion euros in assets.
The fund’s go-anywhere approach allows the team flexibility to scour the entire European landscape for attractive growth opportunities, resulting in high active share of 70-75% relative to the growth-style benchmark.
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Funds for Hong Kong Professional Investors (PIs) only
We also have a broad selection of institutional-grade PI-only funds.
If you wish to invest in a professional investor-only (PI-only) fund, please contact support.hk@endowus.com.
Customise your portfolio in minutes with Fund Smart on Endowus HK
Whether you aim to invest in money market funds to gain a relatively stable payout or invest in high-yield funds to pursue potential capital appreciation actively, there’s something for everyone at Endowus HK. Want to know more about the funds available on our Fund Smart platform? Refer to our investment funds list here for a quick overview at a single glance.
If you want to invest in a more efficient and easy way, take a look at our model portfolios, using our Best-In-Class Funds as building blocks for various investor needs from short-term cash management, core global portfolios, income portfolios to satellite portfolios for sectors, geographies, and themes. Hong Kong investors can use these pre-populated templates as a starting point for their portfolios; they can take the template as it is, or make changes to suit their preferences and needs.
Customise your ideal investment portfolio in minutes with Fund Smart. The Endowus Fee for Cash Management via Fund Smart is 0.1% p.a., and starts from 0.25% p.a. for General Strategies, reinforcing our commitment to reduce the cost of investing, which is one-third of the industry average in Hong Kong.
Not sure how to invest with Fund Smart? Find out everything you need to know in our FAQs.
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*Annualised returns are calculated based on the returns of the target share class, and the oldest share class of the fund where the target share class is younger than three years. Three-year returns are based on the period from August 2020 to July 2023 unless otherwise stated. Returns are translated into USD (except for non-USD funds) and are net of fund-level fees.
**Where a fund or portfolio has both Hong Kong dollar (HKD) and US dollar (USD) share classes, the fees of the USD share class are shown. Total portfolio and fund-level fees include fund total fund-level fees.
***Endowus does not charge a preliminary sales charge or any other additional fees, other than the all-in Endowus Fee.
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Risk Warnings
Investment involves risk. Past performance is not an indicator nor a guarantee of future performance or returns. Projected performance or returns is not guaranteed to materialise. The value of investments and the income from them can go down as well as up, and you may not get the full amount you invested.
Rates of exchange may cause the value of investments to go up or down. Individual stock performance does not represent the return of a fund.
General risk warnings relating to collective investment schemes
Before making an investment decision, you are reminded to refer to the relevant prospectus/ offering document for specific risk considerations and related fees and charges.
Funds are not a bank deposit and not capital guaranteed, and is subject to investment risks, including the possible loss of the principal amount invested.
Some of the funds also involve derivatives. Do not invest in them unless you fully understand and are willing to assume the risks associated with them.
Opinions
Any forward-looking statements, prediction, projection or forecast on the economy, stock market, bond market or economic trends of the markets contained in this material are subject to market influences and contingent upon matters outside the control of Endowus HK Limited (“Endowus”) and therefore may not be realised in the future. Further, any opinion or estimate is made on a general basis and subject to change without notice. In presenting the information above, none of Endowus HK Limited, its affiliates, directors, employees, representatives or agents have given any consideration to, nor have made any investigation of the objective, financial situation or particular need of any user, reader, any specific person or group of persons. Therefore, no representation is made as to the completeness and adequacy of the information to make an informed decision. You should carefully consider (i) whether any investment views and products/ services are appropriate in view of your investment experience, objectives, financial resources and relevant circumstances. You may also wish to seek financial advice through a financial advisor or the Endowus platform and independent legal, accounting, regulatory or tax advice, as appropriate.
No invitation or solicitation
Nothing contained [in this article] should be construed as a solicitation, an offer to buy or sale, or recommendation, to acquire or dispose of any security, commodity, investment or to engage in any other transaction in any jurisdiction in which such solicitation, offer to buy or sale would be unlawful under the securities laws in such jurisdiction. No information included [on this website/ in this article] is to be construed as investment advice or as a recommendation or a representation about the suitability or appropriateness of any advisory product or service; or an offer to buy or sell, or the solicitation of an offer to buy or sell, any security, financial product, or instrument; or to participate in any particular trading strategy. Investors should seek independent financial and tax advice before making any investment decision.
Product Risk Rating: Please note that any product risk rating (the “PRR”) provided by us is an internal rating assigned based on our product risk assessment model, and is for your reference only. The PRR is subject to change from time to time. The PRR does not take into account your individual circumstances, objectives or needs and should not be regarded as advice or recommendation to purchase, hold or sell any fund or make any other investment decisions. Accordingly, you should not solely rely on the PRR in making your investment decision in the relevant Fund.
Complex Products
Some of the funds contained in this article are complex products and investors should exercise caution when investing in these products. Though these products have been authorised by the SFC, authorization does not imply official recommendation. SFC authorization is not a recommendation or endorsement of a product nor does it guarantee the commercial merits of a product or its performance.
This advertisement has not been reviewed by the Securities and Futures Commission or any regulatory authority in Hong Kong.
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