Best Fund Provider Multi Asset Solution
Value Partners
Best Fund Provider – Multi Asset Solution
Kelly Chung
senior fund manager
“On behalf of the Value Partners’ team, I would like to thank Asian Private Banker for this award. Thanks also to those who voted for our Asian Income strategy. This recognition means a lot to us.
The Asian Income strategy applies a dynamic asset allocation approach, providing us with the flexibility to invest across different asset classes and enabling us to uncover compelling investment opportunities for clients, with great emphasis on risk management.
2021 was a year of divergence and extremes. Asia had been lagging behind the US and Europe in 2021 in terms of reopening their economies. As the vaccination rate improves, we expect many Asia countries will catch up rapidly in resuming economic activities in 2022. Also, inflation is more controllable in Asia, and many Asian countries will continue to provide both monetary and fiscal support to stimulate economic recovery.
Although we expect 2022 to be another volatile year, it should provide Asian investors with better investment opportunities.”
Winnersrationale
The universe of negative-yield products has expanded globally in a low interest rate environment that looks set to last. As investors in search of income have zeroed in on credit opportunities in Asia, Value Partners has been quick to capitalise on the rising demand with a solution that delivers both income and capital growth for yield-hungry investors.
Incepted in November 2017, the Value Partners Asian Income Fund deploys a dynamic allocation to equities and bonds of Asian companies. It targets a low volatility portfolio through active screening and selection of lower volatility stocks with growth potential and fixed income instruments — investment-grade, high-yield, and convertible bonds. The asset allocation process is predicated upon long-term macro insights and fundamental research of companies. Hedging strategies are equally used to manage risks as and when needed.
Thanks to its diversified position across the Asia region, the fund has maintained a relatively modest exposure to the China market compared to peers, and this has helped its performance during the summer market which followed Beijing’s crackdown on the country’s technology and education sectors. The fund has been wary of the China real estate and went underweight in the sector in 2020. This added to its resilient performance throughout 2021.
The fund recorded a 22.1% YoY return as of 31 August 2021. On a YTD basis, it returned 8.8%. Such performance has placed the fund in the first quartile among its peer funds during the period, earning it a Morningstar rating of 4 stars, as of August 2021. It seeks to achieve a monthly dividend of about 4.0% in addition to the capital gains from its investments.
With its ability to deliver income in a challenging environment while capturing growth opportunities through careful screening, the Value Partners Asian Income Fund has garnered interest from private banks in the region. During the period under consideration, the Value Partners platform has onboarded new distribution partners.
Value Partners has been selected as Asian Private Banker’s Best Fund Provider – Multi Asset Solution for 2022.
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