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Value Partners launches new ESG fund to Hong Kong investors

The fund is the company’s first sustainability fund designated as article 8 within the Sustainable Finance Disclosure Regulation.
Healthy eating: high angle view of a group of food with high levels of Omega-3 fat. The composition includes salmon, sardines, avocado, extra virgin olive oil, and various nuts and seeds like pumpkin seeds, chis seeds, pecan, almonds, pistachio, walnuts and hazelnuts. High resolution 42Mp studio digital capture taken with Sony A7rII and Sony FE 90mm f2.8 macro G OSS lens

Value Partners has launched the Value Partners Asian Food and Nutrition fund to Hong Kong retail investors.

The fund aims to capture opportunities from sustainable food and nutrition trends in Asia and is the first fund approved by the Hong Kong Securities and Futures Commission investing in Asia ex-Japan-focused food and nutrition trends.

“The launch of the fund marks a major milestone of Value Partners’ ESG franchise to leverage our robust proprietary ESG rating system to enhance and promote ESG practices in the region,” said Frank Tsui, managing director and head of ESG investment at Value Partners Group.

“The combination of rising focus on ESG-related issues in the food value chain and the increasing demand for food upgrade leads to many unique and exciting investment opportunities that the fund aims to capture.”

The fund invests across the entire food value-chain from farm to fork and employs a bottom-up stock selection approach to identify companies that benefit from three structural trends, according to the fund factsheet.

The trends are growing demand on food and nutrition upgrade, increasing application of food and agriculture technology that improves sustainability and safety and increasing food services penetration.

It is managed by lead portfolio manager Norman Ho, senior investment director, and co-managed with Lilian Cao, investment director.

The fund’s base currency is in US dollars, but it also has other currency classes in Australian dollars, renminbi, Singaporean dollars and Hong Kong dollars.

Part of the Mark Allen Group.