Allard Investment Fund
Long term investors in Asian listed equities (For Wholesale Investors Only).
Comparison Data
1Performance
| 1 month | 3 month | 1 year | 3 year | 5 year | Since Inception | Inception Date |
|---|---|---|---|---|---|---|
| 3.88% | 3.05% | 19.29% | 10.21% | 6.73% | 7.75% | 30 June 2003 |
Fees
| Management Fee | Performance Fee | Morningstar Total Cost Ratio |
|---|---|---|
| - | - | - |
Established in 1995, Allard Partners is headquartered in Hong Kong and we manage an Asia-focused, valuation-based equity long only strategy.
Located on the ground in the Asia Pacific region, our dedicated team combines a diverse range of technical skills and industry expertise with a shared passion for investing.
The firm is employee-owned and we invest in our funds alongside our clients.
We aim to grow our clients’ wealth over the long term by investing in quality companies only when they meet our valuation criteria. We do this by identifying the markets and sectors in Asia that are most likely to benefit from long-term trends, then selecting the most attractive opportunities within them.
Our geographic focus is China, India and Indonesia, which together account for over 40% of the world’s population.
The portfolio is structured around four main themes:
- Grassroots branded consumption;
- Broadening financial inclusion;
- Rising penetration and application of technology; and
- Core gateway infrastructure assets.
We run a concentrated portfolio of 25-30 stocks in which we have high conviction, and which we intend to hold for the long term.
Wayne grew up in Hong Kong and Australia and has over 40 years' experience in Asia Pacific’s investment industry. He is jointly responsible, with Howard, for the overall investment process. Wayne also analyses companies for investment, primarily focusing on Greater China and Southeast Asia. Prior to founding Allard, Wayne was Chief Executive of Swiss Bank Corporation’s (now UBS) Asia Pacific businesses.
Raised in South Africa, Howard has over 25 years’ experience in the finance industry with specific experience in equity valuation, corporate advice and funds management, particularly in emerging markets. He is responsible for the overall quality of the company’s research as well as jointly managing the investment process with Wayne. Howard also identifies and analyses companies for investment throughout Asia Pacific with a particular focus on India and Australia.
Prior to joining Allard Partners in 1997, Howard was at Ernst & Young, where he was involved in a broad range of corporate advisory work including acquisitions, divestments and valuations.
Julien joined Allard Partners in 2010 and as Deputy Portfolio Manager, he works closely with Wayne Peters and the Dealer to ensure our portfolio decisions are made in line with our process. He also sources and analyses investment opportunities in Hong Kong/China and frontier Asian markets.
Amy joined Allard Partners in 2007. She holds a Master’s Degree in International Business from Macquarie University and Bachelor of Commerce from the University of NSW, Sydney. She is qualified as a CPA in Australia. Prior to Allard Partners, Amy worked at ING Australia and Colonial First State in Sydney, Australia.
Amy is responsible for the overall operations and compliance framework at Allard.
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This offer of scheme interests is available to wholesale clients only. This product listing was vetted by and approved by the product issuer identified above before publishing. Investment Markets (Aust) Pty Ltd AFSL 527875 (IM) is not the issuer of the product.
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