Asian Companies Fund (Closed to Additional Investment)


Fund overview

The Asian Companies Fund aims to create long term wealth through a concentrated portfolio of typically 15-35 quality companies operating within Asia ex-Japan that we believe are trading at prices different to their intrinsic values.

Investment objective

investment objective


The objective of the Fund is to provide long term capital growth and outperform the greater of the MSCI All Country Asia (ex-Japan) Net Index (AUD) or RBA cash rate over rolling seven year periods. The Fund is not intended to replicate the index, investing in a concentrated portfolio of predominantly undervalued equities in the Asian ex-Japan region.

Fund facts

Fund Category
Asian Equities
Investment style

Fundamental, bottom-up, research-intensive approach

Minimum investment
Number of Stocks

As a guide, 15-35 stocks.

Inception date
Suggested investment time

7 years plus

Investor Profile

The Fund may be appropriate for investors seeking capital appreciation over a seven plus year investment horizon.

Portfolio Manager

Kevin Bertoli


Unlisted Asian equity fund, $A, unhedged



ARSN 130 588 439

Investment product ratings*

Researcher Rating
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Lonsec Click to reveal rating. By clicking you confirm your status as a financial adviser
Contact us for reports.

The Fund may be suitable if you want:

Coloured Grid Items



Want exposure to companies situated in or exposed to the world’s growth engine – Asia – that are trading differently to their intrinsic value

Pale Blue

Long-term capital growth


Are looking for long term capital growth provided by a demonstrated, focused, patient and considered approach

Light Grey

Long-term investment


The Fund concentrates on building long term wealth through patience and conviction.




Want the potential for returns that may be significantly different to those provided by the index and more traditional Asian equity funds


Meet the Manager

This information does not constitute advice or recommendations, and is subject to change without notice. It 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, and seek their own financial advice prior to investing. Past performance is not a reliable guide to future performance and the capital and income of any investment may go down as well as up due to various market forces. The investment objective is not a forecast, and is only an indication of what the investment strategy aims to achieve over the medium to long term.

* The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (assigned October 2020) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at .