Matthews Asia
  • Contact Us  |  Careers  |  Change Country:
  • Submit

Matthews Asia Small Companies Fund

Inception Date

September 15, 2008

Fund Assets

$666.45 million (10/31/2015)






MSCI All Country Asia ex Japan Small Cap Index

Geographic Focus

Asia ex Japan
Consists of all countries and markets in Asia, including developed, emerging, and frontier countries and markets in the Asian region, excluding Japan

Investment Objective

Long-term capital appreciation


Under normal market conditions, the Matthews Asia Small Companies Fund seeks to achieve its investment objective by investing at least 80% of its total assets, which include borrowings for investment purposes, in the common and preferred stocks of Small Companies located in Asia Ex Japan. The Fund seeks to invest in smaller companies capable of sustainable growth based on the fundamental characteristics of those companies, including balance sheet information; number of employees; size and stability of cash flow; management’s depth, adaptability and integrity; product lines; marketing strategies; corporate governance; and financial health.


Investments in Asian securities may involve risks such as social and political instability, market illiquidity, exchange-rate fluctuations, a high level of volatility and limited regulation. Investing in emerging and frontier markets involves different and greater risks, as these countries are substantially smaller, less liquid and more volatile than securities markets in more developed markets. The Fund is non-diversified as it concentrates its investments in small sized companies. 

Investing in small- and mid-size companies is more risky and volatile than investing in large companies as they may be more volatile and less liquid than larger companies.

These and other risks associated with investing in the Fund can be found in the  prospectus.

Portfolio Managers

Lead Manager

Lydia So, CFA


Kenichi Amaki
Beini Zhou, CFA

Fees & Expenses

Gross Expense Ratio1


Portfolio Turnover 2


1 Matthews Asia Funds does not charge 12b-1 fees.
2 The lesser of fiscal year 2014 long-term purchase costs or sales proceeds divided by the average monthly market value of long-term securities.