Delaware Investments Announces the Availability of Delaware Asia Select Fund

  • Actively managed, conservative approach to investing in Asian markets
  • Investment strategy centers on corporate governance and domestic demand

PHILADELPHIA--()--Macquarie Group’s Delaware Investments is pleased to announce the broad availability of Delaware Asia Select Fund (DMSIX), an all-cap fund that offers clients a conservative approach to equity exposure in Asian markets in ways that attempt to capitalize on secular growth. The Fund seeks long term capital appreciation and primarily invests in equity securities of companies with exposure to one or more countries in Asia (excluding Japan), which may include developed, emerging, and frontier countries.

“Asia’s recent market volatility has reverberated across the globe, but we believe there are significant growth opportunities that can be exploited with the right investment discipline”

Macquarie Group’s Asian Listed Equities team, which has been managing Asian equities on the ground in Hong Kong since 2008 and is sub-advising the Fund, employs an investment philosophy that focuses on drivers of domestic demand and local consumption growth, and emphasizes strong corporate governance, which the team believes is directly correlated to financial performance and investment returns.

“Asia’s recent market volatility has reverberated across the globe, but we believe there are significant growth opportunities that can be exploited with the right investment discipline,” said Sam Le Cornu, co-head of the Asian Listed Equities team and head of investments. “For individual investors who are looking for growth, we believe Asia is still an important place to be.”

The portfolio managers for the Fund include Le Cornu; John Bugg, co-head of the team and head of research; and Duke Lo, and have averaged more than 13 years of experience. The team is comprised of 13 investment professionals and has worked together for more than seven years.

“The launch of the Fund provides investors with access to the biggest market in the world,” said Bugg. “Asia can be very unpredictable, which is why we believe our investment process can be a more prudent way for clients to capitalize on simple businesses with high client demand that are easy to understand and have growth potential.”

“At the end of the day, we want to provide a wide variety of investment opportunities to our clients,” said Brett Wright, head of third-party distribution, Delaware Investments. “By leveraging the expertise of this seasoned Macquarie team, we are able to offer clients access to undervalued, potentially alpha-generating equities in the Asian market.”

For more insights on China, India, and other Asian markets, please read the investment team’s 2016 Investment Outlook, Insights articles and a Q&A with the team leaders at www.delawareinvestments.com.

Class A (DMAAX)
Class C (DMACX)
Institutional Class (DMSIX)

About Delaware Investments

Delaware Investments, a member of Macquarie Group, is a global asset management firm that offers a wide variety of equity and fixed income solutions for individual and institutional investors. Through teams of disciplined and talented investment professionals, the firm is committed to delivering long-term, consistent performance. In an ever-changing global marketplace, Delaware Investments, with US$165.9 billion in assets under management as of December 31, 2015, has helped its clients move steadily forward for more than 85 years. Delaware Investments is supported by the resources of Macquarie Group (ASX: MQG; ADR: MQBKY), a global provider of asset management, investment, banking, financial and advisory services with US$354 billion in assets under management as of September 30, 2015.

Delaware Investments refers to Delaware Management Holdings, Inc. and its subsidiaries including the Fund’s investment manager, Delaware Management Company (DMC), and the Fund distributor, Delaware Distributors, L.P. Macquarie Group refers to Macquarie Group Limited and its subsidiaries and affiliates worldwide.

Investing involves risk, including the possible loss of principal.

International investments entail risks not ordinarily associated with U.S. investments including fluctuation in currency values, differences in accounting principles, or economic or political instability in other nations.

Investing in emerging markets can be riskier than investing in established foreign markets due to increased volatility and lower trading volume. Investments in small and/or medium-sized companies typically exhibit greater risk and higher volatility than larger, more established companies.

Investments in small and/or medium-sized companies typically exhibit greater risk and higher volatility than larger, more established companies.

Carefully consider the Fund’s investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the Fund’s prospectus and summary prospectus, which may be obtained by visiting delawareinvestments.com/literature or calling 800 523-1918. Investors should read the prospectus and summary prospectus carefully before investing.

Neither Delaware Investments nor its affiliates noted in this document are authorized deposit-taking institutions for the purposes of the Banking Act 1959 (Commonwealth of Australia). The obligations of these entities do not represent deposits or other liabilities of Macquarie Bank Limited (MBL). MBL does not guarantee or otherwise provide assurance in respect of the obligations of these entities, unless noted otherwise.

Contacts

Delaware Investments
Marlene Petter, 215-255-1427
Marlene.petter@delinvest.com
or
Daniela Palmieri, 215-255-8878
Daniela.palmieri@delinvest.com

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Delaware Investments Announces the Availability of Delaware Asia Select Fund

Delaware Investments