AVANTIS PACIFIC EQUITY UCITS ETF

Issuer: American Century Investments

Asset Class: Equity

TER: 30

Trading Currency: GBP

Pays Income: False

Listing Date: 13 Feb 2026

Ticker: AVEP

ISIN: IE000T62NEO6

This fund is designed for investors seeking long-term capital growth through an actively managed portfolio of equities in the Pacific region. The investment strategy focuses on companies located in developed markets, including key economic hubs such as Japan, Australia, Hong Kong, Singapore, and New Zealand. By taking an active approach, the portfolio manager aims to build a diversified collection of securities that can potentially outperform broad market averages over time, moving beyond the constraints of a traditional market-capitalization-weighted index.

The investment process is rooted in a systematic, factor-based philosophy that draws on extensive academic research. The manager seeks to identify companies with higher expected returns by tilting the portfolio towards specific, proven drivers of performance. These include a focus on companies with smaller market capitalizations, more attractive valuations (value stocks), and higher levels of profitability. This disciplined methodology allows the fund to capture the potential benefits of these factors while carefully managing risk and keeping trading costs low through an efficient implementation process.

This financial instrument is suitable for individuals aiming to add dedicated, diversified exposure to the developed economies of the Pacific Rim within their investment portfolio. Its factor-driven, active management style offers a compelling alternative to passive index-tracking products, appealing to those who believe in the long-term potential of value, size, and profitability factors to generate alpha. The fund can function as a core regional allocation or as a strategic complement to a broader global equity strategy. As an accumulating share class, all income is reinvested back into the fund, making it particularly well-suited for long-term investors focused on compounding their capital.