Our Asia Capabilities

Asia’s economic growth provides a compelling opportunity for investors

Asia capabilities

The complexity and scale of the Asian market means accessing Asian opportunities requires expertise and specialisation. We believe taking an active investment approach, based on in-depth analysis of individual companies is vital for identifying the region’s best and most sustainable businesses.


We believe the compelling long-term growth potential of the Asia Pacific region enables a range of potential investment solutions. From the ability to access high-quality businesses that can genuinely grow and compound value with the region, to those that can provide attractive relative returns across market cycles. In addition, the growing Asian population and urbanisation supports a demand for real assets such as real estate, utilities and essential services in the region.

Distinctive client outcomes

Economic
growth
Asia Long-Term-Unconstrained

Asia Long-Term Unconstrained

A long-term strategic allocation to the region, delivering Asian growth

Index +
returns
Asia Pacific ex Japan

Asia Pacific ex Japan

The best Asian stocks in a risk-controlled portfolio to deliver incremental market outperformance

Income growth and low volatility
Asia Pacific Real Income

Asia Pacific Real Income

Infrastructure growth and development to deliver market-leading income

Regional market growth
Southeast Asia (ASEAN)

Southeast Asia (ASEAN)

The emerging Asian giant backed by favourable demographics

Our differentiated Asia solutions

Asia Long-Term Unconstrained

The strategy is suitable for investors looking to access the compelling long-term growth of the Asia region, through a high-conviction portfolio of higher-quality companies, driven by in-depth due diligence and overlaid with a rigorous risk framework. The outcome aims for an attractive risk-adjusted return with strong upside capture and reduced downside participation, delivering long-term outperformance of the market with less volatility.

Capabilities report | Strategy Factsheet | Strategy pages

Asia Pacific ex Japan

The strategy’s objective is to provide capital growth by investing in high-quality businesses in the Asia Pacific ex Japan region. It is suitable for investors looking to access the growth potential of the Asia region through a diversified portfolio of higher-quality companies with the aim of achieving returns of +3% ahead of the MSCI AC Asia Pacific ex Japan gross of fees over rolling three years.

Capabilities report | Strategy Factsheet | Strategy pages

Asia Pacific Real Income

The strategy is aimed at investors who are looking for an attractive total return and a high and stable income yield. Specifically, the strategy seeks to provide investors with a growing income stream by investing in the tangible economic building blocks that the expanding population of the Asia Pacific ex Japan region use every day. The diversified portfolio of listed real asset securities from developed and emerging Asia Pacific ex Japan countries aims to achieve a pre-tax yield above the MSCI AC Asia Pacific ex Japan index, lower than index volatility, and income growth above regional inflation.

Capabilities report | Strategy Factsheet | Strategy pages

Southeast Asia (ASEAN)

The strategy aims to generate medium to long-term capital growth by investing in a select group of businesses. It is suitable for investors looking to access the growth potential of the ASEAN region – the world’s sixth-largest economy – through a diversified portfolio of higher-quality companies.

Capabilities report | Strategy Factsheet

Risk warnings – Investors should also be aware of the following risk factors which may be applicable to the strategy.
Investing in foreign markets introduces a risk where adverse movements in currency exchange rates could result in a decrease in the value of your investment.
Emerging markets or less developed countries may face more political, economic or structural challenges than developed countries. Accordingly, investment in emerging markets is generally characterised by higher levels of risk than investment in fully developed markets.

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Consultant and Institutional queries

Mel Bucher

Mel Bucher
Head of Distribution, Americas
T +44 (0) 131 479 4748
E @ MBucher

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Legg Mason Global Asset Management

Legg Mason
T +44 (0) 20 7070 7444
E @ UKClientService

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