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The aim of the Fund is to provide capital growth, that is, to increase the value of investor's investment, over a minimum of 5 years. The Fund aims to outperform the average of the IA Asia Pacific excluding Japan sector over any 5 year period, after any charges have been taken out of the Fund, however, there is no certainty this will be achieved. At least 80% of the Fund will be invested in the shares of companies which are incorporated, headquartered, operating in or listed on stock markets in the Asia Pacific region (excluding Japan).
Name | Title | Since | Until |
---|---|---|---|
Szu Fuei Chong | - | 2022 | Now |
Biography | Szu has more than 15 years’ investment experience. She joined Hong Kong’s BEA Union Investment Management as an investment analyst in 2011 and previously held roles with BNP Paribas Investment Partners and CLSA. Prior to that she was with Bank Negara Malaysia and the Malaysian Institute of Economic Research. Szu holds a BSc (Hons) in economics from the University of Hull and an MA in development economics from the University of East Anglia. | ||
Henry Chan | Portfolio Manager | 2022 | 2022 |
Biography | Henry is a veteran of Asian equity markets, with more than 20 years’ experience managing investments in the region. He is Chief Investment Officer of BEA Union Investment Management and previously held senior roles at Pyramis Global Advisors (a Fidelity Investments company), Baring Asset Management, LGT Asset Management and Invesco. He is a graduate of the London School of Economics and Political Science and is a CFA charter holder. | ||
Jing Liang | Portfolio Manager | 2014 | 2022 |
Biography | Jing joined Marlborough in 2014 and has more than 15 years’ experience in the financial services industry. With a wide range of financial services experience, her previous appointments were at Mizuho International, JP Morgan and the Bank of England. Her responsibilities during this period have spanned equity sales and research, macro-economic research and compliance, across a variety of different Asian geographies. Jing has a BSc (Hons) in Banking and International Finance from Cass Business School, an MSc in Economics (Development) from the University of Bath and is a CFA charter holder. | ||
Sally Macdonald | Portfolio Manager | 2013 | 2022 |
Biography | Sally has been in financial services for over 34 years. She joined Marlborough in 2013. Prior to joining, Sally worked for City of London Investment Management, was a Partner at Dalton Strategic partnership and led the Asian desk at Morley Fund Management. She has also held positions as an Associate Director at Sanwa International, Head of Asia Pacific Equities at Lazard Brothers Asset Management and ran the Asian desk at Canada Life between November 1997 and 2004. During the period of her management at Canada Life, she ran the Canlife Far East Unit Trust and was nominated for the Lipper Citywire All Stars Asia ex Japan Fund Manager of the Year Award. Sally has a BA (Hons) in Classics and is an associate of the CFA Society of the UK and the CFA institute and a member of the Pensions Management Institute and CISI. Until August 2016, Sally was a Trustee of the Royal College of Nursing Foundation, where she Chaired the Investment Committee. Sally is currently a Trustee on the Board of Helping the Burmese Delta and is a Partner of Stevington Partners. | ||
Christopher Wong | associate director | 2005 | 2013 |
Biography | Christopher Wong is a Senior Investment Manager on the Asian Equities Team. Chris joined Aberdeen in 2001 in the Private Equity Team and transferred to the Asian Equities Team in 2002. Previously, Chris worked for Andersen Corporate Finance as an Associate Director advising clients on mergers and acquisitions in South East Asia. Chris holds a BA in Accounting and Finance from Heriot-Watt University, Edinburgh. Chris is a Fellow of the Chartered Certified Accountants (FCCA) and is a CFA® charterholder. | ||
Jeffery Lum | - | 2005 | 2010 |
Biography | Jeffrey is based in Singapore at ARN Investment Partners PTE Ltd. He have a vast experience of the Far Eastern investment arena. |
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