Gavekal Capital Limited

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Assets, Funds, Holdings

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Gavekal Capital Limited
CRD #167819
SEC #801-78253
CIK #0001563223
AUM
Employees 21 (33% Investors, 0% Brokers)
Fees
Minimum
Phone85228698363
AddressSuite 3101, Central Plaza
Wan Chai, Hong Kong
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
3.02.41.81.20.60.02009201420192025
Fees and Compensation — Form ADV Part 2A (7/31/2023) [Brochure]
Item 5 - Fees and Compensation
Management Fee - Funds and the Sub-funds

The annual management fee, accrued and payable monthly in arrears, is calculated on the proportion of the Net
Asset Value (“NAV”) of the Sub-funds attributable to the relevant share class. The Manager of the Funds and Sub-
funds (“Manager”), Bridge Fund Management Limited, shall also be entitled to be repaid of its administration
expenses out of the assets of the Sub-funds attributable to the share class. The Manager discharges the advisory fees
of the Fund and the Sub-funds out of its own management fee. The expenses are payable out of the assets of the
Funds and Sub-funds.

Management Fee - Managed Account Client

The client in the Managed Account is generally charged a fee consisting of an asset based “management fee”.

Fees are agreed with the client in the IMA. Unless otherwise indicated in the IMA, the management fees are paid
monthly in arrears after the last day of each month based on the net market value of t h e Managed Account as
of the last business day of each month. The Firm invoices the client for any fees incurred.

Gavekal Capital Limited                                                Form ADV Part 2A

Item 6 - Profit Share Distribution
Performance Fee

Gavekal does not charge performance fees for the Sub-funds that have US investors, are marketed to US investors
or may be marketed to US investors, as set out Item 5 above. None of the Firm’s other funds charge any
performance fee.

Managed Account

Currently, Gavekal charges performance fees on two of its managed account clients.

Gavekal Capital Limited                                                  Form ADV Part 2A
Account Minimums and Types of Clients — Form ADV Part 2A (7/31/2023) [Brochure]
Item 7 - Types of Clients
Funds and Sub-funds

Gavekal manages the assets of each of the following:

 Funds and Sub-funds                       Type of Fund
 Gavekal UCITS Fund                        Irish UCITS open-ended umbrella unit trust
 Gavekal Asian Opportunities UCITS         Sub-fund of Gavekal UCITS Fund
 Fund
 Gavekal China Onshore RMB Bond            Sub-fund of Gavekal UCITS Fund
 Fund
 Gavekal China Fixed Income Fund           Sub-fund of Gavekal UCITS Fund
 Gavekal Multi-Fund PLC                    Irish UCITS open-ended umbrella fund
 Gavekal Global Equities UCITS Fund        Sub-fund of Gavekal Multi-Fund PLC
 Exchange Listed Funds Trust               Open-end Management Investment Company

The Sub-funds have minimum subscription and minimum subsequent subscription amount requirements, in
accordance with the respective offering documents. Gavekal has the right to accept an initial investment of a lesser
amount than required, provided that the minimum initial investment amount shall not be, at any time, less than the
applicable local regulatory requirements. Gavekal also has the right to accept additional investments of lesser than
required amounts. Investors may redeem their investments in the Sub-funds in accordance with the terms stipulated
in their respective offering documents.

Managed Account

Gavekal currently manages two managed accounts for two institutional clients and one separately managed account
in the form of Cayman Islands Funds.

Types of Investments

The Sub-funds invest their assets in equity, fixed income and derivative securities, as stipulated in their respective
offering documents.

The Managed Accounts invest its assets in fixed income securities denominated in Chinese Renminbi (“RMB”), Hong
Kong Dollars (“HKD”), Singapore Dollars (“SGD”), Hong Kong Delivered Chinese Renminbi, and US Dollars
(“USD”) as well as equities of the Asia-Pacific region.

The ETC Gavekal Asian Government Bond ETF (AGOV) invests in government bonds of Asian countries.

Gavekal Capital Limited                                                     Form ADV Part 2A
Sector Form 13F Holdings Value ($M)
Amphenol Corp /DE/ 2.4
Analog Devices Inc 1.8
Garmin Ltd 1.7
KLA Tencor Corp 1.7
Ingersoll-Rand PLC 1.7
Ecolab Inc 1.7
Boston Scientific Corp 1.6
Lam Research Corp 1.5
Accenture PLC 1.5
Alphabet Inc 1.5
View All
Holdings by Sector ($M)
4003202401608002011201520202025
Type Form D Funds Date Sold AUM
Other Gavekal China Onshore RMB Bond Fund 2021-07-20 118.3 M
Other Gavekal Global Asset Allocation UCITS Fund 2014-10-15 31.8 M
Other Gavekal Asian Value Fund 2014-07-01 22.7 M
Other Gavekal Asian Opportunities UCITS Fund [2013-11-04] 4.1 M 173.1 M
Filed 2026-03-20 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other Gavekal China Fixed Income Fund [2013-11-04] 4.3 M 476.1 M
Filed 2026-03-20 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other Gavekal Dynamic Futures Fund 2013-11-04 21.0 M
Other Gavekal Global Equities UCITS Fund 2013-11-04 59.3 M
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 4 1.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 5 1.1
By Discretionary
Discretionary 4 1.0
Non-Discretionary 1 0.0
Total 5 1.1
By Non-United States Persons
Non-United States Persons 1.0
United States Persons 0.0
Total 5 1.1
Form D Directors Role # Filings # Firms 2011 - 2026
Marc Samit Executive Officer 36 5
Bennett Lindenbaum Executive Officer 28 3
Fundrock Management Company Ireland Limited Executive Officer 7 3
Bridge Fund Management Limited Executive Officer 6 3
Gavekal Fund Management Ireland Limited Executive Officer 5 2
Gavekal Capital Limited Executive Officer 4 2
Marshall Wace Gavekal Asia Ltd Promoter 3 2
EDGAR Form CIK 2011 - 2026
13F-HR [0001563223]
Firm Profile (Form ADV)
Discretionary AUM$1.2B
ServesInstitutional
LEI635400D1F5LH6XNAGM53
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