GLOBAL BOND FUND FACTSHEET (NOV 2025)
The Fund aims to deliver both coupon income and capital appreciation through investment in global fixed income securities, primarily in investment grade bonds, senior bonds and quasi sovereign bonds.
INCOME INNOVATION FUND FACTSHEET (Nov 2025)
Global markets experienced heightened volatility in November, driven by a push and pull between concerns over AI valuations and growing expectations of monetary easing. In Asia, Chinese markets remained caught between policy optimism and weak economic data, as subdued inflation and slowing investment highlighted soft domestic demand.
LONG TERM CAPITAL FUND FACTSHEET (Nov 2025)
The Fund aims to deliver a steady combination of long-term capital growth and income by investing globally in a range of asset classes.
GLOBAL BOND FUND FACTSHEET (OCT 2025)
The Fund aims to deliver both coupon income and capital appreciation through investment in global fixed income securities, primarily in investment grade bonds, senior bonds and quasi sovereign bonds.
INCOME INNOVATION FUND FACTSHEET (Oct 2025)
Markets were volatile in October from renewed tariff threats and the U.S. government shutdown but ended the month on firmer footing. In Asia, Chinese equities were initially pressured by weak PMI data and softer Golden Week consumption, but sentiment improved as policymakers emphasized tech self-sufficiency, domestic demand and supply-chain security.
LONG TERM CAPITAL FUND FACTSHEET (OCT 2025)
The Fund aims to deliver a steady combination of long-term capital growth and income by investing globally in a range of asset classes.
GLOBAL BOND FUND FACTSHEET (SEP 2025)
The Fund aims to deliver both coupon income and capital appreciation through investment in global fixed income securities, primarily in investment grade bonds, senior bonds and quasi sovereign bonds.
INCOME INNOVATION FUND FACTSHEET (Sep 2025)
Our fund delivered strong September returns, led by Technology and AI positions. We remain constructive on Chinese and Hong Kong equities, supported by policy tailwinds and renewed global investor interest.
LONG TERM CAPITAL FUND FACTSHEET (SEP 2025)
The Fund aims to deliver a steady combination of long-term capital growth and income by investing globally in a range of asset classes.
KAMET QUARTERLY FUND NEWSLETTER (3Q25)
Vol. 3Q25 – Are we dancing through the ‘80s again… or skipping into the ‘90s? – 3Q 2025