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Asset Animal

Galileo Asia Fund

Growth opportunities in Asia

The Galileo Asia Fund is an actively managed equity fund investing in structural growth themes across Asia. The specific themes depend on the stage of the country’s economic development.

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Downloads:

Structural growth trendsFact SheetKIID & Prospectus

Performance

Disclaimer Galileo Asia Fund:
For marketing and information purposes by Bellecapital AG: The Galileo Asia Fund is an investment fund under Swiss law in the category “Securities Fund”. The fund may not be marketed, either directly or indirectly in the United States of America or be sold to US persons. The information is given for information purposes only and does not qualify as investment advice. No liability is assumed for the accuracy and completeness of the information. Opinions and assessments may change and reflect the point of view of Bellecapital AG in the current economic environment. The legal documents can be obtained free of charge from the fund management company, the custodian bank, the relevant paying and information agents and as well from the representative in Liechtenstein. These documents are also available at www.ipconcept.com or www.swissfunddata.ch Investments should only be made after a thorough reading of the current prospectus and/or the fund regulations, the Key Investor Information (KIID), the current annual and semi-annual reports (the “legal documents”), as well as after consulting an independent finance and tax specialist. The performance of past values and returns is no indicator of their current or future development. The performance of values and returns does not include the fees and costs which may be charged when buying, selling and/of switching units.

Performance Chart

Unfortunately, the interactive charts are not for mobile viewing. Please download the Fact Sheet.

Why Asia?

Innovation leader

Many Asian companies are global innovation leaders (dominant position in 5G, artificial intelligence, quantum computing, drones and robotics).

Sustainable growth

Asia will continue to be the world growth driver for the coming decades, representing 50% of the world population and 60% of future global growth. The drivers are a rising middle class, an increasingly consumption-oriented population and growing inner-Asian trade.

Structural growth trends

Asia Tourism

A rising Chinese middle class drives the travel, tourism & entertainment industry across Asia. We invest in airports, entertainment facilities, travel agencies & gaming.

Digital Transformation

Internet companies offer innovative services (gaming, social media, streaming) disrupting traditional sectors and creating new business models.

EVs & Batteries

We invest in battery producers which profit from a demand-induced bottleneck in battery production and an increasing trend towards EVs where China continues to be the world leader.

Modern Retail

Rising living standards increase demand for basic consumer goods (e.g. fish sauce) and consumer services (e.g. modern retailing).

Urbanization & Industrialization

Industrial parks benefit from a manufacturing relocation from China to Vietnam. Urban real estate profits from an increase in the urbanization rate and higher living standards.

Infrastructure & Energy

Infrastructure spendings are key for the Vietnamese government in order to attract FDI and accelerate economic growth. We invest in energy suppliers, service and materials companies.

Consumer Brands

A rising Chinese middle class increasingly demands higher quality goods (e.g. liquor brand names) & services (e.g. insurance). Market consolidation additionally benefits the market leaders.

Healthcare

Wealth increase fosters demand for new treatments, healthcare and beauty products. We invest in innovative models profiting from this trend.

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