Media release - PM Capital Asian equities fund added to Netwealth menus

The PM Capital Asian Companies Fund (‘Fund’) is now available on Netwealth platforms, giving more investors the opportunity to take advantage of a differentiated approach to the world’s fastest-growing region.  

The Netwealth inclusion coincides with the Fund achieving compound investment performance of 16.6% per annum since inception, beating the relevant industry benchmark by 7.6% per annum.*

Portfolio Manager of the Fund, Kevin Bertoli, said: “It’s time to pay particular attention to Asia. It will be the epicenter of global growth over the next decade. 

“The quality of the opportunity subset has improved considerably. It’s no longer just low commodity industries and companies, nor is it a China-only play.

“You can no longer view Australia as a proxy for Asia. As the Asian region shifts from capital and resource intensive fixed asset development toward a consumer driven economy, owning Australian mining companies as a proxy for Asia is not going to give you exposure to this evolution.

“The changing economic structure in Asia requires investors to rethink their approach. A hand-picked portfolio of securities is required, centred on genuine long term opportunities.”

“The Fund gives unrestricted exposure to the world’s fastest growing region. It’s highly focused, holding 15 – 35 stocks, rather than being built around index or country exposures. Instead, we build the portfolio based on our fundamental, bottom-up investment process.”

The PM Capital Asian Companies Fund has been added to Netwealth’s Wrap and Super public menu, joining the PM Capital Global Equities, Enhanced Yield and Australian Companies Funds. It is already available on platforms including CFS FirstWrap, Macquarie Wrap and Hub24.  



*Period to 31 October 2017. This media release is issued by PM Capital Limited (ABN 69 083 644 731, AFSL No. 230222) as responsible entity for the PM Capital Asian Companies Fund (ARSN 130 588 439, Inception Date: 1 July 2008). This information herein is subject to change without notice, does not constitute advice or a recommendation, and does not take into account the objectives, financial situation or needs of any investor which should be considered before investing. Investors should consider a copy of the current Product Disclosure Statement (‘PDS’) which is available from us, and seek their own financial advice prior to making a decision to invest. Past performance is not a reliable guide to future performance and the return of capital and income is not guaranteed. The Index/Benchmark for the Asian Companies Fund is the MSCI AC Asia ex Japan Net Total Return Index in Australian dollars, net dividends reinvested. See for further information on the MSCI indices.