Valletta Fund Management Limited (“VFM”) has since 1996 provided investors with various investment solutions aimed to meet their investment needs, beit liquidity, income, income and growth, absolute return and growth.
Within its wide range of growth focused funds, VFM provides investors with easy access to the Asian markets (excluding Japan) through its La Valette Far East Opportunities Fund. The La Valette Far East Opportunities Fund aims to achieve long term capital growth through investments in a regulated collective investment scheme which invests primarily in a portfolio of Asian (excluding Japan) equities currently being the BNY Mellon Asian Equity Fund which is managed by Newton Investment Management (“Newton”). The fund manager of the underlying fund, Jason Pidcock, heads up the Asia Pacific excluding Japan team and has 16 years experience of investing in the region including the last five years within Newton. He has a solid performance track record and currently manages in excess of US$3 Billion in three Asia Pacific excluding Japan Funds
The La Valette Far East Opportunities Fund was launched on the 3 July 2000 and up to the 31 May 2012, has grown to over US$4 million in funds under management. The robust performance of the Fund has registered since inception an appreciation in its NAV of 47.39%. The funds positioning as at the 31 May 2012 points up the fund manager’s preference to countries like China and Australia with financials-based companies heading the sector allocation of the fund. Other top sectors include companies in industrials, energy, information technology and healthcare sectors amongst others.
The La Valette Far East Opportunities Fund is accessible from a lump sum investment of US$1000 or through a monthly investment plan of US$50 per month.
Funds classified as Growth Funds are suitable for investors seeking long term capital growth. Investors should appreciate that such investment opportunities can be more exposed to market cycles and short-term fluctuations.
The experienced Asian equity team within Newton has a track record of a strong long term outperformance which is a result if their competitiveness in selecting stocks with growth potential at reasonable valuations. The stock picking decision is based on global themes and the focus on efficient companies with a good business vision and growth strategy. Consequently, the underlying fund of the La Valette Far East Opportunities Fund invests in a concentrated portfolio of around 50 high conviction stocks and seeks to outperform in all market environment. It also enjoys a AA rating by Standard and Poor’s.