Marketing communication
This page contains marketing information
Access Asia through a fund with a disciplined approach to an evolving market.
For investors seeking to gain style agnostic exposure to a wealth of potential opportunities in Asia (ex Japan) equities.
The M&G (Lux) Asian Fund offers investors access to a curated portfolio of stocks which aims to provide a combination of capital growth and income, as well as exposure to the potential opportunities the Asia Pacific ex Japan region has to offer. The fund seeks to deliver a return that is higher than that of the benchmark over any five-year period.*
Combining in-depth analysis and active decision-making, the investment approach aims to identify exploitable gaps between price and value in securities where the fund managers believe they have earned the right to a superior perspective.
*Benchmark: MSCI AC Asia Pacific ex Japan Net Return Index. The fund is actively managed. Target returns are not guaranteed.
Why this fund?
Depth
Consists of stocks selected from a highly curated universe Asia (ex Japan), some of which the team have been following for more than 3 decades.
Discipline
Active stock-picking programme balancing high-conviction with risk awareness, resulting in a focused portfolio of idiosyncratic ideas.
Perspective
In-depth, differentiated research efforts focused around a predefined universe of companies, designed to provide a superior perspective on a business and its associated risk of ownership.
Our approach
In these videos David Perrett, Co-Head of M&G's Asia Pacific Equities team, discusses how M&G's bottom-up approach to Asian equities combines thorough, first‑principles research and disciplined portfolio construction to uncover mispriced opportunities.
David explains that building deep understanding of Asian businesses enables the team to invest with conviction, and that stockpicking alpha, rather than style factors, is intended to drive performance. He also highlights the innovation and rich stockpicking opportunities he sees currently in China, and why he thinks Asia’s competitiveness and interest rates makes the region an attractive environment for selective, long-term investors.
What is your edge in stock picking?
Where do you see opportunities for Asian Equities?
Do you see interest in China continuing to build?
This is a marketing communication. Please refer to the prospectus and to the KIID before making any final investment decisions.
Investment policy:
The fund aims to provide a combination of capital growth and income to deliver a return, net of the Ongoing Charge Figure, that is higher than that of the MSCI AC Asia Pacific ex Japan Index over any five-year period. At least 80% of the fund is invested in the shares of companies based, or doing most of their business, in Asia Pacific (excluding Japan). The investment strategy focuses on the future profitability, the valuation and the system of rules, practices and processes by which a company is managed. The fund manager seeks to identify companies which are, in his opinion at the time of investment, undervalued.
The main risks associated with this fund:
- The value and income from the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise. There is no guarantee that the fund will achieve its objective and you may get back less than you originally invested.
- Investing in emerging markets involves a greater risk of loss as there may be difficulties in buying, selling, safekeeping or valuing investments in such countries.
- The fund can be exposed to different currencies. Movements in currency exchange rates may adversely affect the value of your investment.
- Further risk factors that apply to the fund can be found in the fund's Prospectus.
It is also important to note that:
The fund invests mainly in company shares and is therefore likely to experience larger price fluctuations than funds that invest in bonds and/or cash.
Fund rating
Morningstar rating as at 31.03.2026.
The rating is assigned to the GBP I Acc share class of the fund. Copyright © Morningstar 2026. All rights reserved. Ratings should not be taken as a recommendation.
Awards and ratings are not an indicator of future performance.
The views expressed in this webpage should not be taken as a recommendation, advice or forecast, nor a recommendation to purchase or sell any specific security.
The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.
M&G Investment Management Limited (MAGIM), M&G Alternative Investment Management Limited (MAGAIM), M&G Securities Limited (MGSL) and M&G Financial Services Limited (MGFS) are registered in England and Wales under numbers (936683, 2059989, 90776, 923891) respectively. The registered address of MAGIM, MAGAIM, MGSL, and MGFS is 10 Fenchurch Avenue, London, EC3M 5AG. MAGIM, MAGAIM, MGSL, and MGFS are authorised and regulated by the Financial Conduct Authority (“FCA”) under numbers 119328, 122011, 122057, 122058 respectively.