EAI ellerston asian investments limited

Ann: Investment Update, page-13

  1. 6,824 Posts.
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    Mary's done an excellent job.

    Although the returns since inception are only around .5% behind the benchmark, when you look at the cash they've held at certain periods, you can see that on a risk adjusted basis, they have done exceptionally well.

    There aren't many good actively managed funds focused on Asia, but this is a great way to get exposure.

    TSMC has been one of EAI's biggest holdings and I liked this idea so much I bought some directly myself which has delivered some exceptional returns.
    Last edited by Sojourner: 18/04/21
 
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