Advisers who have focused on pure emerging market (EM) funds may have been letting their clients down by overlooking the degree to which returns have really been driven by Asia ex-Japan. It is no secret…
Durability has become the name of the game for investors as they seek to navigate the COVID-19 pandemic and that is best served by a focus on astute stock selection, according to Premium China…
Gordon provides an update on Premium fixed income fund and discusses the outlook. His focus is on investing in corporate bonds with the importance of balance sheet strength and the potential opportunities in the current…
This was an Asian equities and economic update from Frank Tsui (Senior Fund Manager) direct from Hong Kong via a recorded zoom call. Frank provides an update on Premium’s equity funds and discusses the outlook….
Premium China Funds Management are pleased to announce that we have paid quarterly distributions from the Premium Asia Income Fund as of 31 March 2020. Despite the volatility in fixed income markets, the Fund has…
Premium Asia Fund upgraded to ‘Recommended’ by Lonsec Excellent track record of over 10 years, outperforming peer group and Index Competitive fee structure A large team of ‘on the ground’ analysts performing over 6,500 company visits…
by Mike Taylor China-focused portfolio manager, Value Partners, has pointed to the pace at which Chinese companies are normalising their operations in circumstances where the country was first into the COVID-19 crisis and appears to…
The coronavirus now has a global presence and the influence is far-reaching. In the interest of our customers, Premium China Funds Management (PCFM) have implemented a plan to minimise business interruption and the impact on…
Equity Trustees Limited, as the Responsible Entity of the Premium Asia Income Fund is actively monitoring current market liquidity and transaction costs. Recent market events and the sustained volatility in fixed income markets have led…
by Money Management. At the time of writing, the World Health Organisation had just declared COVID-19 a global pandemic with US equities having entered a bear market. While we understand the concerns around the economic…
Despite the uncertainty being created because of the Corona virus, investors should not lose sight of the fundamentals and look to the value being created as China’s middle class continues to grow and, with it,…
Offshore HY Property: Considering the scale of Wuhan coronavirus outbreak, we see an imminent impact on developers’ 1Q20 sales and believe it could lead to a softer 2020 contracted sales guidance from the previous growth…
Please find below our market commentary on the coronavirus outbreak. Overview Concern over the recent coronavirus outbreak has mounted, dampening both sentiment as well as markets. As preventive measures/quarantines against the outbreak are enacted during…
When it comes to identifying investment opportunities in China, even something as obscure as food delivery, nothing beats local knowledge which is why Premium China Fund’s holdings has added fast-growing but still relatively obscure company…
Premium China Funds Management has welcomed the upgrading of its Premium Asia Fund by research and ratings house Zenith. Zenith upgraded the fund, which is managed by the Hong Kong-based Value Partners, to a “recommended”…
Media Release – Premium China Funds saddles up to e-bike advantage Not unlike the Melbourne Cup, identifying stayers early has become the name of the game as investors seek to deal with the increasingly complex…
Media Release – Stock selection key to traversing US and China trade tensions Opportunity often arises from what appears to be volatility and uncertainty and that is emerging as the case for investors as they…
by Jonathan Wu – Executive Director – Chief Investment Specialist Premium China Funds Management While we have seen on the one hand Avengers Endgame has beaten all records at the box office, so has the…
Media release – Strong APL-related ratings for Premium Asia Income Fund Premium China Funds Management has taken a significant step towards being included on more financial planning approved product lists (APLs) after receiving a strong…
Media release – PCFM reduces fee on PAF 01.07.19 (1) Dear Advisor, We are pleased to announce a fee reduction for our Premium Asia Fund (MAQ0635AU). Effective 1 July 2019, the Fund’s: Management fee is…