Matrix Asia UCITS Fund
A pan-Asian Long/Short Equity Fund
Investment Objective
The Matrix Asia UCITS Fund aims to produce long term capital appreciation. The Fund will seek to achieve its investment objective by investing in or gaining exposure to Asian (to include, without limitation, Japan, China, Taiwan, Korea and India) equity markets through direct and synthetic investments (through the use of financial derivative instruments).
Click here for the Fund's Investment Philosophy.
Key Points
High conviction Fund with a thematic and macro overlay
Dynamic long and synthetic short positions to reflect stock market conditions
Holds a portfolio of 40 to 60 stock positions at any one time, either directly or indirectly via derivatives
Fully hedged Euro and US Dollar Share Classes
Portfolio Manager, Rupert Foster, has a proven track record in exploiting long and short books in Asia
Investment Team
Rupert Foster - Portfolio Manager with 16 years experience in managing Asian long/short funds. Click here for Rupert's biography.
Sam West - Investment Analyst
Ian Smith - Investment Analyst
David Naughton - Investment Analyst
Lionel Welch - Head of Investor Relations
Fund Structure
The Fund is managed by Matrix Money Management, which has appointed Matrix Alternative Asset Management as Sub-Investment Manager.
The Fund is a sub-fund of Matrix UCITS Funds plc, an Irish domiciled and regulated company.
Click here for a Fund structure diagram.
Further Information
Telephone - 020 3206 7222
Email - UCITS@matrixgroup.co.uk
