Luk uses judgement in Asian investing

Melchior manager is playing technology theme in Asia at present with large holdings in market leading companies

Since the inception of the Melchior Asian Opportunities fund in April 2005, Henrietta Luk's portfolio has remained at the top of the Asia Pacific excluding Japan sector. Over 12 months to 16 October the portfolio returned 36.85% bid to bid compared to the sector average's 20.55%, according to Standard & Poor's. This ranked the product second in the sector of 68 funds and, since launch, the vehicle has consistently nearly doubled the sector average's return. Luk has 18 years experience as an investment professional and has awards from Investment Week and Micropal for her funds and achieve...