Asia-Pac Portfolio - SMA
Dynamic Growth. Risk-Aware Access.
Our Asia-Pacific Equities SMA is built to harness the region’s structural growth — from developed markets like Australia and Japan to emerging opportunities across Southeast Asia. We blend selective equity exposure with disciplined overlays to navigate volatility, currency risk, and geopolitical complexity, ensuring capital is positioned where growth meets resilience.
-3.3%
Year to Date
-3.3%
PA Since Inception
$25K*
Minimum investment
*Open to Wholesale and Sophisticated Investors Only
Inception: 1st February 2025
Portfolio
PERFORMANCE
As at 30th April 2025
Return on A$100k since inception
Performance as at 30th April 2025
| SMA SUMMARY | ||
|---|---|---|
| Asset class | Global listed equities, large cap | |
| Strategy | Decarbonisation, Energy transition | |
| Investors | Wholesale | |
| Risk profile | Growth stocks | |
| # of holdings | 15-25 | |
| Regions | South East Asia, Japan | |
| Prime broker | IBKR | |
| Pricing | Daily | |
| Investment horizon | 5-7 yrs | |
| Fee structure | 1% Management fee. No Performance fee | |
| Minimum investment | $25,000 |
| 1 mth | 3 mth | 6 mth | 1 yr | 5 yr | SI p.a | SI | |
|---|---|---|---|---|---|---|---|
| Asia-Pac SMA | -4.1% | -4.6% | |||||
| Benchmark | -1.7% | -6.1% | |||||
| Active Return | -2.4% | 1.5% |
Cumulative Return, since inception (A$ net of fees)
SI = since inception
Beyond 1 yr is per annum
TOP 5 HOLDINGS
| Holding | Theme | % | Location |
|---|---|---|---|
| BYD Co | Transport & Infra | 8.1% | China |
| Li Auto Inc | Transport & Infra | 4.7% | China |
| Beijing Jingeng | Energy Transformation | 4.6% | China |
| Geely Auto | Transport & Infra | 4.1% | China |
| Chongqing 3 Gorges | Energy Transformation | 4.0% | China |
ASIA-PAC/JAPAN SMA MONTHLY REPORT
The ECAM Commitment
Built for Resilience, we engineer portfolios that lean into strength, hedge with discipline, and adapt in real time — across volatility regimes, policy shifts, and market narratives.
We don’t follow cycles. We navigate them.
That’s the ECAM advantage.
Ready to make a difference?
We invite you to take the next step towards impactful investing with Emit Capital Asset Management. We are ready to discuss how our unique strategies can align with your investment goals and contribute to a sustainable future.
Contact Us Today
Call us on +61 3 9593 2866 or email us here (or copy and paste this email address: info@emitcapital.com.au) to arrange a meeting with our investment team. Let’s explore how we can work together to achieve both outstanding financial performance and meaningful environmental impact.