Alex Khosla is a portfolio manager for Newton’s emerging markets and Asia equities strategies. Alex joined Newton in 2022 to help manage global emerging markets and Asia portfolios, prior to this he worked at Aikya Investment Management, where he was a research analyst covering global emerging markets. Before that, he was at Stewart Investors and at AXA Framlington, where he supported them in managing the firm’s global emerging markets funds. He began his career at UBS Investment Bank. Alex has a BA (Hons) in Philosophy, Politics and Economics from Oxford University and is a CFA charterholder. Outside of work he enjoys spending time with his family.
Name
Zoe Kan
Since
28 May 2015
Bio
Zoe is a portfolio manager on the Emerging Markets and Asia Equities team. Zoe joined Newton in 2000 as a dedicated Asia Pacific ex-Japan specialist. Having managed unconstrained Asian equity portfolios, she became lead manager on the Asian Equity Income Funds in 2016. She is also a lead manager on the Emerging Income Fund.
Zoe holds a degree in German and Economics, and is a CFA charterholder. Outside of work, Zoe enjoys music and spending time with her young family.
Fund objective
Objectives and Investment Policy OBJECTIVE To achieve income together with capital growth over the long term (5 years or more). POLICY The Fund will: – invest in the Asia Pacific region (including Australia and New Zealand but excluding Japan); – invest at least 75% of the portfolio in equities (company shares), including ordinary shares, preference shares and other equityrelated securities; and – typically invest in company shares within the Asia Pacific region which meet minimum yield thresholds set with reference to the Benchmark and will sell company shares if their yield consistently drops below minimum threshold levels. The Fund may: – investin money marketinstruments, deposits, cash and near cash; – use derivatives (financial instruments whose value is derived from other assets) with the aim of risk or cost reduction or to generate additional capital or income; and – invest up to 10% in other collective investment schemes. Benchmark: The Fund uses the FTSE Asia Pacific ex-Japan TR Index (the "Benchmark") as a reference index as itis broadly representative of the investment universe, and it forms the basis of the Fund's income objective which is a part of the Fund's overall objective. The Fund's performance is measured against the Benchmark. However, due to the Fund's minimum yield thresholds, performance may differ and, in certain conditions, underperform the Benchmark. The Fund is actively managed, which means the Investment Manager has discretion over the selection of investments subject to the investment objective and policies disclosed in the Prospectus. While the Fund's holdings may include constituents of the Benchmark, the selection of investments and their weightings in the portfolio are not influenced by the Benchmark. The investment strategy does not restrict the extent to which the Investment Manager may deviate from the Benchmark.