Asia Pacific

Introduction to Asia Pacific 

Asia Pacific funds will aim to harness the growth of companies in the Asia Pacific region. In general, funds will either include or exclude Japan, but will almost certainly include the larger developed stock markets of Hong Kong, Singapore and Australia, plus the developing markets of India, China, Thailand, Malaysia and the Philippines. Taiwan and South Korea are defined as both emerging and developed by different ratings providers.

Among the major indices in the region are the Hang Seng in Hong Kong, which will also hold a lot of China-based companies, the Shanghai Composite, the Strait Times index in Singapore and the S&P CNX Nifty in India. Each index has different characteristics. For example, the Australian markets are commodity-focused and as such may rise and fall with the commodities cycle. The Hang Seng is broader, offering the greatest diversity in the region.

As there are many emerging markets within the Asia Pacific region, Asian markets will tend to do better in a climate of rising global growth. Increasingly, markets in the region are dependent on the growth of China. Previously Asia Pacific would have been seen as a 'growth' investment, but fund managers are increasingly offering income strategies as a dividend culture develops across the region.

The tax treatment of investments is subject to tax law and HMRC practice which are subject to change. The value of investments may be affected by exchange rate movements where the underlying investments are not denominated in Pounds Sterling.

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
AXA Rosenberg Asia Pacific Ex Japan Z Acc42.9944.1848.82212.182.20Buy
Aberdeen Asia Pacific Equity I Acc42.8538.4938.621,346.911.40Buy
Aberdeen Asia Pacific & Japan Equity I Acc40.7543.3846.30138.631.20Buy
Aberdeen Global Asian Local Currency Short Duration Bond R2 GBP16.4429.7821.87181.232.86Buy
Aberdeen Global Asia Pacific Equity R2 GBP42.9239.0237.573,338.361.30Buy
Aberdeen Global Asian Smaller Companies R2 GBP28.7130.8941.831,814.021.50Buy
Alquity Asia R GBP28.15--45.62-Buy
Alquity Asia Y GBP32.17--45.62-Buy
Baillie Gifford Developed Asia Pacific B Acc32.7767.5281.90120.581.03Buy
Baillie Gifford Pacific B Acc41.0346.3969.43278.560.50Buy
Baring ASEAN Frontiers I Acc Nav GBP26.3838.0838.54446.30-Buy
Baring Eastern Trust I Acc GBP33.0664.9761.2754.30-Buy
BlackRock Asia D Acc49.1955.43-47.510.86Buy
BlackRock GF Asian Growth Leaders D2RF GBP46.9578.32-1,656.93-Buy
BlackRock Pacific ex Japan Equity Tracker D Acc44.3345.3353.651,116.062.41Buy
CF Canlife Asia Pacific C Acc GBP37.2123.2034.90120.751.14Buy
CF Ruffer Pacific C Acc27.7141.4974.29331.300.98Buy
CF Ruffer Pacific O Acc27.3440.1571.78331.300.72Buy
F&C Pacific Growth 2 Acc51.0865.1659.8160.781.30Buy
Fidelity Asia W Acc43.6262.1567.102,148.88-Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Aberdeen Asian Income Ord44.3925.0340.29--Buy
Aberdeen New India Investment Trust PLC Ord 25P43.07106.3471.45-10.64459.53Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Ord 25p38.6428.3061.52-13.361,161.07Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Convertible Unsecured Loan Stock 201920.8120.32---Buy
Aberdeen New Dawn Investment Trust PLC Ord 5p50.4939.8238.82-13.57239.51Buy
Aberdeen New Thai Investment Trust PLC Ord 25p33.4547.3680.84-15.29598.83Buy
Alpha Real Trust Limited38.39128.4373.78--Buy
Aseana Properties Ltd30.8218.1836.84--Buy
Edinburgh Dragon Trust plc Ord 20p46.8642.1736.56-11.96370.84Buy
Edinburgh Dragon Trust plc 3.5% Conv Unsec Ln Stk6.684.360.23--Buy
Fidelity Asian Values PLC Ord52.2582.4995.94-8.37397.80Buy
Fidelity Asian Values PLC Sub Shs 0.001P-----Buy
Fidelity China Special Situations Plc50.5681.77125.35-14.24219.22Buy
Henderson Far East Income Ltd Ord40.4241.0457.730.79353.70Buy
India Capital Growth40.95130.28112.34-18.36100.14Buy
Invesco Asia Trust plc47.7968.7576.08-13.72287.44Buy
JP Morgan Asian IT plc Ord 25P51.7655.9653.57-11.41334.11Buy
JP Morgan Chinese IT plc46.1144.2662.57-14.75254.56Buy
JP Morgan Indian IT plc47.56102.1367.89-10.47741.61Buy
Macau Property Opportunities29.91-24.5245.33-37.96245.00Buy

ETFs

Name6 Months (%)1 Year (%)3 Years (%)5 Years (%)CurrencySector
DB X-Trackers MSCI AC Asia Ex Japan Index UCITS ETF 1C GBP10.1041.9148.5545.39GBXEquity - Asia Pacific ex JapanBuy
DB X-Trackers MSCI Indonesia Index UCITS ETF 1C GBP-0.1128.8438.0917.73GBXEquity - Asia Pacific Single CountryBuy
DB X-Trackers MSCI Pacific Ex Japan Index UCITS ETF (DR) 1C GBP12.5443.6940.6654.25GBXEquity - Asia Pacific ex JapanBuy
DB X-Trackers MSCI AC Asia Ex Japan High Dividend Yield UCITS ETF 1D GBP10.1340.0941.5235.46GBXEquity - Asia Pacific ex JapanBuy
DB X-Trackers MSCI EM Asia Index UCITS ETF 1C GBP10.8842.8849.3642.81GBXEquity - Emerging MarketsBuy
DB X-Trackers MSCI Korea Index UCITS ETF (DR) 1C GBP11.9446.7738.2435.61GBXEquity - KoreaBuy
DB X-Trackers MSCI Malaysia Index UCITS ETF (DR) 1C GBP-2.7411.51-3.07-0.06GBXEquity - Asia Pacific Single CountryBuy
DB X-Trackers MSCI Philippines IM Index UCITS ETF (DR) 1C GBP-10.1717.0539.9962.93GBXEquity - Asia Pacific Single CountryBuy
DB X-Trackers MSCI Thailand Index UCITS ETF (DR) GBP4.8737.5352.9838.91GBXEquity - Asia Pacific Single CountryBuy
DB X-Trackers MSCI Taiwan Index UCITS ETF (DR) 1C GBP16.3647.9767.6871.04GBXEquity - Asia Pacific Single CountryBuy
HSBC MSCI EM Far East GBP10.7943.4645.6837.40GBXEquity - Asia Pacific ex JapanBuy
HSBC MSCI Indonesia GBP0.7429.7539.4019.34GBXEquity - Asia Pacific Single CountryBuy
HSBC MSCI Korea GBP11.7446.6837.9735.56GBXEquity - KoreaBuy
HSBC MSCI Pacific Ex Japan GBP12.4543.7041.3454.90GBXEquity - Asia Pacific ex JapanBuy
Lyxor UCITS ETF MSCI Indonesia C GBP1.0229.6738.86-GBXEquity - Asia Pacific Single CountryBuy
Lyxor UCITS ETF MSCI AC Asia Pacific Ex Japan C GBP10.6842.4544.59-GBXEquity - Asia Pacific ex JapanBuy
SPDR MSCI EM Asia UCITS ETF GBP10.9243.8450.7244.42GBPEquity - Emerging MarketsBuy
SPDR S&P Pan Asia Dividend Aristrocrats UCITS ETF GBP6.6034.8058.21-GBPEquity - Asia Pacific inc JapanBuy
SSGA SPDR Citi Asia Local Government Bond UCITS ETF GBP-1.5715.3633.42-GBPFixed Int - Asia PacificBuy
UBS ETF - MSCI Pacific (ex Japan) UCITS ETF (USD) A Dis GBP12.4443.6341.40-GBXEquity - Asia Pacific ex JapanBuy

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