Matthews Emerging Markets Sustainable Future Fund Investor Class (MASGX)

Overview

The described fund focuses on investing primarily in companies located within emerging markets while adhering to various environmental, social, and governance (ESG) standards. A significant portion of the fund's strategy involves dedication to sustainability and ethical practices within its investment choices. The outlined approach indicates a blend of financial objectives alongside a commitment to promoting positive ESG impacts within the sectors and geographies it invests in. This strategy not only targets financial returns but also endeavors to contribute towards responsible and sustainable development globally, particularly in emerging economies.

Products and Services

The fund offers investment opportunities in both emerging and developed countries with a primary focus on ESG-compliant entities. Below is a closer look at its products and services:

• Emerging Market Investments:

  The fund commits at least 80% of its net assets, including borrowings for investment purposes, to invest in the stocks of emerging market companies. These companies are carefully selected based on their adherence to predetermined ESG standards, reflecting the fund's commitment to fostering sustainability and responsible governance in emerging economies.

• Developed Market Investments:

  While the fund primarily invests in emerging market entities, it also allocates a portion of its portfolio to companies in developed countries. This diversification strategy is executed with a condition: investments in developed market companies are restricted to instances where they do not exceed 20% of the fund’s total assets at the time of purchase. This facet of the fund's strategy ensures a focus on emerging markets while allowing for balanced exposure to the stability and potential of developed markets, provided these companies also meet the fund's ESG criteria.