Rathbones Asset Management has expanded its Luxembourg SICAV range with the launch of the Rathbone SICAV ( a publicly traded open-end investment fund structure offered in Europe) Asia Equity Fund.
Rathbones said the portfolio invests in businesses that are market leaders across Asia and also globally. Managed by Lisa Lim, the fund is a high-conviction, actively managed portfolio of around 25–35 holdings.
The strategy is built on bottom-up stock selection and targets companies with strong balance sheets, established management teams, robust governance and innovative business models. The manager aims to provide downside protection while seeking long-term capital growth.
The sub-fund is classified under Article 8 of the EU Sustainable Finance Disclosure Regulation, promoting environmental or social characteristics, but not as its sole objective.
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Lisa Lim, fund manager of the Rathbone SICAV Asia Equity Fund, said: “Asia represents not only the fastest growing region in the world but also acts as a centre of innovation and technological leadership. We believe now is an inflection point in the region as its focus on innovation matures and becomes a true engine of growth for the long-term. Our approach is to identify quality businesses with sustainable competitive advantages, robust governance and the ability to deliver long-term returns for our clients.”
Tom Carroll, CEO, Rathbones Asset Management, said: “The launch of this fund marks an important step forward in our growth strategy, as we look to bring in world-class expertise and launch strategies in new parts of the market for Rathbones Asset Management. Our investors want truly specialist fund management in markets which reward long-term active stock-picking and local knowledge in a dynamic region. This delivers that.”
