MainFirst is expanding its fund range with another equity fund, the MainFirst Megatrends Asia. The new sub-fund’s theme-based approach focuses on investment themes linked to the opportunity for structural growth – such as digitalisation, robotics, automation, semiconductors, electric cars, batteries and renewable energies.
The investment strategy of the new sub-fund, which is being launched with a starting investment volume of almost USD 90 million, is comparable to the successful MainFirst – Global Equities Unconstrained Fund – however, the special feature here is that the new mutual fund invests exclusively in Asian equities.
“Due to the emerging growth and the increasing global importance of Asia, in particular China, we have decided to offer a sub-fund with a focus on Asia. This is because we are convinced that Asia is the Silicon Valley of the future.”Frank Schwarz, Fund Manager
From the Portfolio Management’s point of view, Asia offers interesting investment opportunities, thanks to exciting business models and high investments in future themes, such as quantum computing and artificial intelligence.
“This allows the fund to benefit strategically from the longer-term development of the companies and frees it from short-term fluctuations,”Frank Schwarz, Fund Manager
The MainFirst Megatrends Asia operates independently of its benchmark, the MSCI AC Asia ex Japan Index, and has a high Active Share. In addition, despite its investment focus on Asian equities, the MainFirst Megatrends Asia complies with Article 8 of the European Commission’s Sustainable Finance Disclosure Regulation (SFDR). This means that all stocks are carefully selected and specifically analysed for their sustainability criteria.
“Finding companies from China, South Korea, Taiwan or India that are growing quickly but organically, that are pioneers in structural megatrends, and, at the same time, meet our sustainability standards is the core of our approach,”Frank Schwarz, Fund Manager
The well-established team, consisting of Frank Schwarz, Adrian Daniel, Jan-Christoph Herbst and Johannes Schweinebraden, currently manages a total investment volume of EUR 3 billion. The team has many years of investment experience and the track records of the MainFirst Global Equities Fund and the MainFirst Global Equities Unconstrained Fund managed by the team are proof of their success. They will now bring their many years of experience and expertise to bear on the new MainFirst Megatrends Asia.