Rathbones AM's Bold Expansion into Asia: A New Chapter

Rathbones Asset Management, a renowned financial giant, has made headlines with its latest venture—a daring expansion into the Asian markets with its newly launched Rathbone SICAV Asia Equity Fund. This Asia ex-Japan equity fund is set to redefine investment strategies with its high ambitions and sustainable focus.

Unveiling a Strategic Innovation

In a bold move, Rathbones has incorporated a strategic approach that aligns with the evolving dynamics of Asia, overseen by the astute Lisa Lim. The focus is clear: investing in market leaders not only in Asia but on a global scale. This fund promises to be a high-conviction, actively managed portfolio featuring an elite selection of 25-35 holdings.

Highlighting the fund’s innovative approach, Lisa Lim exclaimed, “Asia represents not only the fastest-growing region globally but also acts as a center of innovation and technological leadership. Now is the inflection point as innovation matures to become a true engine of growth.”

A Unique Focus on Sustainability

Standing out in the competitive financial landscape, the new Rathbone fund is classified under Article 8 of the EU Sustainable Finance Disclosure Regulation. While promoting environmental or social characteristics, its sights are set on both responsible and lucrative returns.

Leveraging a keen bottom-up stock selection strategy, it targets companies boasting strong balance sheets, reliable management teams, and robust governance—all wrapped in innovative business models.

Vision from Leadership

Tom Carroll, CEO of Rathbones Asset Management, heralds this expansion as a pivotal element in the company’s growth strategy. “The launch of this fund marks an important step forward, bringing in world-class expertise and strategies in dynamic regions. Our investors desire truly specialized fund management, one that rewards long-term stock-picking and local knowledge.”

The Road Ahead

As Rathbones AM embarks on this exciting journey into the vibrant Asian markets, the potential benefits for investors are enormous. The fund is a testament to Rathbones’ commitment to harnessing growth opportunities in emerging markets, promising both financial returns and sustainability. According to Funds Europe, it’s not merely an investment but a path to influence Asia’s economic landscape.

With the vision of Lisa Lim and the strategic insight of Tom Carroll, the Rathbone SICAV Asia Equity Fund offers a promising doorway to untapped potential and growth in Asia’s thriving economy.