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Milltrust International Group cordially invites prospective investors to join us for aBreakfast event?at 9:00am on Friday 6th of June 2014 in London (West End)?withJan de Bruijn, Portfolio Manager and Head of Asia ex Japan at Singapore’s Lion Global Investors, who will share the firm’s Outlook for the ASEAN region and the?latest updates on the Milltrust ASEAN (UCITS) Fund.

Please register by emailing?us on?

Thailand and Indonesia Update

We expect some short-term weakness in the Thai stock market as foreigners should be big sellers, although they are already net sellers of the Thai market YTD.

However, local investors are generally positive on the coup as they believe it has broken the political deadlock and thus will catalyse an economic recovery. We therefore expect the stock market to recover its losses in the next several weeks after the initial selloff.

How the Thai stock market performs over the next 12 months will depend on the following… Read More…

Milltrust ASEAN Fund

The Milltrust ASEAN Fund (UCITS IV) aims to provide long-term capital growth by investing in listed securities in South East Asia.

The team employs an actively managed, high conviction value approach combined with a top-down thematic focus on sectors and stocks that will benefit from the long-term secular economic growth of the region.

The fund provides transparent and liquid access to Lion Global Investors?time-tested stock-picking skills across the region.

The strategy also allows for some flexibility on hedging through cash and index futures.

Lion Global Investors

Lion Global Investors (LGI) is one of the largest asset managers in Asia with $25bn in AUM. The firm is part of the OCBC group, which also includes OCBC Bank, recently ranked ?the world?s Strongest Bank?. Over the years, the firm has taken proactive steps to fulfill its ambition of becoming a world-class home-grown asset management firm with international-standard best practices.

Led by Gerard Lee, Jan de Bruijn and Alan Tan, and supported by over 40 professionals, Lion Global Investors has one of the largest and most experienced investment teams in Asia. A true Asian specialist, the team manages one of the few dedicated South East Asia funds and has won numerous performance awards over the years.

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Milltrust International Group

Investing with Confidence in Emerging Markets