
Matthews Asia
Unternehmensprofil
Matthews Asia ist der größte spezialisierte Anbieter für asiatische Investments in den USA mit einem verwalteten Vermögen von 28,7 Mrd. US-Dollar (Stand: 30. September 2021). Seit Gründung 1991 hat sich das Unternehmen auf Anlagen in Asien spezialisiert. Matthews Asia verfolgt einen fundamental getriebenen Bottom-up-Investmentstil, der auf langfristige Performance zielt. Außerhalb der USA bietet Matthew Asia zwölf SICAV-Fonds an.
Fakten
Gegründet (Jahr) | 1991 |
Firmenzentrale In | USA |
Gesellschafter | Privat, auch von Angestellten |
CEO | William J. Hackett |
CIO | Robert J. Horrocks, PhD (also Portfolio Manager) |
Standort(e) des Portfoliomanagements | USA |
Standorte, Niederlassungen in | Hongkong, London, Singapur |
Fondsvolumen gesamt | 28,7 Mrd. US-Dollar (Stand: 30. September 2021) |
Fondsmanager Kategorie | Investmentboutique |
TOP 3 INVESTMENTSTRATEGIEN
Gemeinsamkeiten über alle Strategien:
Fundamental research, bottom-up, benchmark agnostic (high active share), langfristig (low turn-over ratio)
- Rentenfonds
- Aktienfonds mit einer ausgewogenen Dividendenstrategie, all cap
- Aktienfonds mit einem all-cap/ small-cap, Quality Growth Ansatz
Asienfonds
Name | ISIN | Fund Type | Fund Asset Class | Geographic Focus | Currency | Distribution Type | Fund Size (USD) | Min Investment |
---|---|---|---|---|---|---|---|---|
Matthews Asia Funds - China Small Companies Fund | LU0721876877 | SICAV | Equity | Asia Pacific | US Dollar | Accumulation | 298,385 | 100000 |
Matthews Asia Funds - China Small Companies Fund | LU0721876364 | SICAV | Equity | Asia Pacific | US Dollar | Accumulation | 298,385 | 1000 |
Matthews Asia Funds - Asia ex Japan Dividend Fund | LU1311311432 | SICAV | Equity | Asia Pacific | US Dollar | Income | 179,924 | 100000 |
Matthews Asia Funds - Asia ex Japan Dividend Fund | LU1311311358 | SICAV | Equity | Asia Pacific | US Dollar | Accumulation | 179,924 | 100000 |
Matthews Asia Funds - Asia ex Japan Dividend Fund | LU1311310541 | SICAV | Equity | Asia Pacific | US Dollar | Accumulation | 179,924 | 1000 |
Matthews Asia Funds - Asia ex Japan Dividend Fund | LU1311310624 | SICAV | Equity | Asia Pacific | US Dollar | Income | 179,924 | 1000 |
Matthews Asia Funds - Asia Small Companies | LU0871674296 | SICAV | Equity | Asia Pacific | US Dollar | Accumulation | 16,629 | 100000 |
Matthews Asia Funds - Asia Small Companies | LU0871673728 | SICAV | Equity | Asia Pacific | US Dollar | Accumulation | 16,629 | 1000 |
Matthews Asia Funds - China Dividend Fund | LU0871673488 | SICAV | Equity | Asia Pacific | US Dollar | Accumulation | 17,734 | 100000 |
Matthews Asia Funds - China Dividend Fund | LU0875301086 | SICAV | Equity | Asia Pacific | US Dollar | Income | 17,734 | 100000 |
Matthews Asia Funds - China Dividend Fund | LU0875300609 | SICAV | Equity | Asia Pacific | US Dollar | Income | 17,734 | 1000 |
Matthews Asia Funds - China Dividend Fund | LU0871673132 | SICAV | Equity | Asia Pacific | US Dollar | Accumulation | 17,734 | 1000 |
Matthews Asia Funds - Asia ex Japan Dividend Fund | LU1311311788 | SICAV | Equity | Asia Pacific | Euro | Accumulation | 179,924 | 100000 |
Matthews Asia Funds - China Fund | LU0491817440 | Open-End Fund | Equity | China | US Dollar | Accumulation | 119,389 | 100000 |
Matthews Asia Funds - China Fund | LU0491816806 | Open-End Fund | Equity | China | US Dollar | Accumulation | 119,389 | 1000 |
Matthews Asia Funds - Japan Fund | LU1525504053 | SICAV | Equity | Japan | Euro | Accumulation | 147,123 | 100000 |
Matthews Asia Funds - Japan Fund | LU1220257130 | SICAV | Equity | Japan | US Dollar | Accumulation | 147,123 | 100000 |
Matthews Asia Funds - Japan Fund | LU1220257304 | SICAV | Equity | Japan | US Dollar | Accumulation | 147,123 | 1000 |
Matthews Asia Funds - Asia Dividend Fund | LU0491818174 | Open-End Fund | Equity | Japan | Euro | Accumulation | 202,294 | 100000 |
Matthews Asia Funds - Asia Dividend Fund | LU0491818331 | Open-End Fund | Equity | Japan | US Dollar | Accumulation | 202,294 | 100000 |
Matthews Asia Funds - Asia Dividend Fund | LU0491818414 | Open-End Fund | Equity | Japan | US Dollar | Income | 202,294 | 100000 |
Matthews Asia Funds - Asia Dividend Fund | LU0491818091 | Open-End Fund | Equity | Japan | US Dollar | Income | 202,294 | 1000 |
Matthews Asia Funds - Asia Dividend Fund | LU0491817952 | Open-End Fund | Equity | Japan | US Dollar | Accumulation | 202,294 | 1000 |
Matthews Asia Funds - Japan Fund | LU1525503915 | SICAV | Equity | Japan | US Dollar | Accumulation | 147,123 | 100000 |