Ascend Asia Asset Management (formerly Finexis Asset Management) is now part of Ascend Asia. Read More.

Ascend Asia Asset Management Tactical Income Fund

Ascend Asia Asset Management Tactical Income Fund (ATI) allows investors to participate in the Asian century with confidence while protecting against market crashes.

  • 2.

    2. Quality At The Right Price

    How do we know which companies have the potential to do well? Some investors base their decisions on a story or newspaper headlines. We prefer to be guided by facts rather than stories. Systematic analysis helps us to screen through the entire universe and find the hidden jewels. Ascend Asia Asset Management Tactical Income Fund investors get a portfolio with better profitability at a better valuation than index investors, allowing them to participate before the market recognises these opportunities.

    Total Return of Asia Market, Quality, and Value

    (from 31/3/2000 – 31/12/2021)

    Out Perfomance

    Ascend Asia Asset Management Tactical Income Fund Constructed with Quality and Value Characteristics

    (Average from 2018 – 2021)

    Better Valuation

    Higher Profitability

    Ascend Asia Asset Management Tactical Income Fund Market Indication
    Price-to-Earnings (PE) Ratio 7.41 vs 18.25 Lower P/E
    Cheaper Valuation
    Return on Assets (ROA) 4.06 vs 2.05 Higher ROA,
    better performance
    Mmf Mob12
    Source: Ascend Asia Asset Management (‘Ascend Asia AM’), formerly known as Finexis Asset Management, Bloomberg. For illustrative purposes only. Past performance is no guarantee of future results.
  • 3.

    3. Protection From Market Crash

    Markets take turns performing; investors need to have patience and plenty of confidence while investing in Asia. Even though we are already in the Asian Century, as Ray Dalio described in his book, the journey will not be smooth.

    Ascend Asia Asset Management Tactical Income Fund is designed to allow one to enjoy Asia equity market return with confidence by avoiding:
    1. Financial pain: Large losses lead to negative compounding. If you invested in Asia Ex Japan just before the 2008 GFC, you would have achieved an 86% total return (the worst can happen to anyone). With ATI, however, your return would be improved to 175%.
    2. Psychological pain: The worst is not getting in just before a market crash; the worst is when investors cannot take the pain, invariably liquidating their investment, resulting in permanent capital loss.

    31 AUGUST 2007 – 28 FEBURARY 2022
    Asia Equity
    with DRM
    Asia Equity
    Avg Drawdown -10.64% -19.66%
    Worst Drawdown -40.53% -62.09%
    Total Return 175.59% 85.97%
    Value of $10,000 at end Feb ’22

    2008 FINANCIAL CRISIS
    • Asia Equity with DRM: -40.53%
    • Asia Equity: -62.09%
    COVID-19
    • Asia Equity with DRM: -11.59%
    • Asia Equity: -23.80%
    Total Return
    175.59%
    Total Return
    85.97%
    Mmf Mob1
    Source: Ascend Asia AM, Bloomberg. For illustrative purposes only. Past performance is no guarantee of future results.