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Asia Pacific Equity
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.
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.
An active approach to an evolving Asian market
The M&G Asian Equites team manages USD 34.2 billion of assets for our clients, across a range of carefully curated investment funds. Whether you are looking to tap into China’s ongoing economic growth, or the evolving middle class opportunities offered by investing in India, our team can help to fulfil your investment needs. With collective experience of covering the region for multiple decades, M&G can help clients navigate the range of opportunities that Asia can offer the patient investor.
*Include fund manager and deputy fund manager, as of 31 December 2025. **As of 31 January 2026.
Awards and Recognition
Best of the Best Performance Award
Asia Pacific Equity ex-Japan (3 years)
Award is not an indicator of future performance.
Source: Asian Private Banker Asset Management Awards for Excellence 2026, Asia Asset Management Best of the Best Awards 2026.
Besides the shift in trading patterns, we have observed a continual improvement in technology and ‘value add’ within Asian manufacturing. Some of the most advanced memory chips and semiconductors are now made in Asia which wasn't the case 25 years ago.
Our general approach to engagement is to follow the ‘servant-leadership’ model; rather than tell companies what they should be doing, we ask them how we can help.
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.
How do you approach portfolio contruction?
What is your edge in stock picking?
Where do you see opportunities for Asian Equities?
Do you see interest in China continuing to build?
Key fund risks:
- 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.
- The fund may invest in China A shares. Investments in assets from China are subject to changeable political, regulatory and economic conditions, which may cause difficulties when selling or collecting income from these investments. In addition, such investment is made via the Stock Connect system, which may be more susceptible to clearing, settlement and counterparty risk. These factors could cause the fund to incur a loss.
- Investing in this fund means acquiring units or shares in a fund, and not in a given underlying asset such as building or shares of a company, as these are only the underlying assets owned by the fund.
- Further risk factors that apply to the fund can be found in the fund's Prospectus.
This is a marketing communication. Please refer to the prospectus and to the Key information document (KID) before making any final investment decisions.
The views expressed on this website should not be taken as a recommendation, advice or forecast.
This website is intended for Professional Investors in Hong Kong as defined in the Securities and Futures Ordinance (Cap.571) and its subsidiary legislation. The information on these pages should not be used or relied upon by the public of Hong Kong or any other type of investor from any other jurisdiction.
This website is general in nature and is for information purposes only. The website is issued by M&G Investments (Hong Kong) Limited and has not been reviewed by the Securities and Futures Commission.