
Asia Growth Fund
An actively managed, concentrated portfolio of Asia ex-Japan listed companies that is benchmark independent and has a focus on capital growth and downside protection.
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The Fund offers exposure to strong companies in one of the world’s fastest growing region. The Fund targets high quality, large cap companies that provide sustainable growth.
- Portfolio of 20-50 high quality, high growth, large cap Asian companies.
- Managed by a team of dedicated Asia specialists who have diverse sector and geographic expertise and extensive on the ground investment experience.
- Distinctive high conviction, benchmark independent approach.
- The only Asia focused Fund in Australia rated as a Responsible Investment by the Responsible Investment Association of Australasia (RIAA).
The Fund blends macro insights with investable long-term themes and company analysis within a highly disciplined, repeatable investment process. Its unique, proprietary and multi-step approach to ESG is embedded throughout the investment process and is measured against the benchmark.
Significant harm sectors including controversial weapons and tobacco are screened out as are other sectors including nuclear energy, coal, palm oil production, gambling and pornography.
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Performance (Net %)
DownloadFund Name | 1 Month | 3 Month | 6 Month | 1 year | 3 years p.a. | 5 years p.a. | 10 years p.a. | Since Inception p.a. |
---|---|---|---|---|---|---|---|---|
Fund + | 4.74% | 6.63% | 14.84% | 16.25% | 7.98% | 12.29% | ||
Benchmark | 4.58% | 9.57% | 16.89% | 16.31% | 6.43% | 12.10% | ||
Alpha | 0.16% | -2.94% | -2.05% | -0.06% | 1.55% | 0.19% |
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Performance graph
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Distribution
DownloadFund Name | 30/6/2020 | 31/12/2019 | 30/6/2019 | 31/12/2018 | 30/6/2018 | Distribution Frequency |
---|---|---|---|---|---|---|
Asia Growth Fund | A$0.0473 | A$0.0131 | A$0.0021 | Nil | A$0.1832 | Half-Yearly |
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Investment Team

Mary is a member of the investment team and is a Portfolio Manager for the Ellerston Asia Growth Fund, Ellerston Asian Investments (ASX:EAI) and the Ellerston India Fund. Mary has over 20 years investment management expertise and joined Ellerston in 2012. Mary first worked in Asia in 1997 and has been investing in the region since 2001. Prior to joining Ellerston Capital, Mary worked at Oaktree Capital in New York and Singapore. In Singapore, she was the sole person responsible for financial sector investments for the firm’s Global Emerging Markets Hedge Fund.
Mary also worked as an investment analyst at Soros Fund Management in New York, the investment vehicle of George Soros. She focused on investments in the financial sector in the US, Asia, including Japan and Europe.
Mary has a PhD in Economics from the University of Sydney, an MBA from Harvard Business School and a Bachelor of Commerce degree from the University Of Calgary, Canada.
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