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 Acc44.3847.6671.97218.792.05Buy
Aberdeen Asia Pacific Equity I Acc41.3239.5156.601,315.941.30Buy
Aberdeen Asia Pacific & Japan Equity I Acc39.6344.3763.20144.041.10Buy
Aberdeen Global Asian Local Currency Short Duration Bond R2 GBP17.9731.7024.74179.692.80Buy
Aberdeen Global Asia Pacific Equity R2 GBP41.0339.5056.183,416.621.20Buy
Aberdeen Global Asian Smaller Companies R2 GBP34.1930.6256.802,041.271.50Buy
Alquity Asia R GBP26.5443.47-60.82-Buy
Alquity Asia Y GBP31.59--60.82-Buy
Baillie Gifford Developed Asia Pacific B Acc36.7171.38110.00129.551.09Buy
Baillie Gifford Pacific B Acc55.0058.27107.69298.310.49Buy
Baring ASEAN Frontiers I Acc Nav GBP30.7541.4955.67452.70-Buy
Baring Eastern Trust I Acc GBP47.4777.47102.4858.50-Buy
BlackRock Asia D Acc47.2857.37-61.680.83Buy
BlackRock GF Asian Growth Leaders D2RF GBP49.2586.65-2,326.35-Buy
BlackRock Pacific ex Japan Equity Tracker D Acc42.3645.2574.271,253.322.56Buy
CF Canlife Asia Pacific C Acc GBP45.6334.1156.18124.051.06Buy
CF Ruffer Pacific C Acc21.2241.6487.55372.230.96Buy
CF Ruffer Pacific O Acc20.8640.3284.67372.231.09Buy
F&C Pacific Growth 2 Acc45.6765.8786.0272.891.20Buy
Fidelity Asia W Acc48.3974.7099.412,341.22-Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Aberdeen Asian Income Ord37.1324.2346.45--Buy
Aberdeen New India Investment Trust PLC Ord 25P46.4391.67143.67-9.51521.04Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Ord 25p36.5024.0762.83-12.291,236.99Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Convertible Unsecured Loan Stock 201917.2321.3140.31--Buy
Aberdeen New Dawn Investment Trust PLC Ord 5p48.6036.7466.60-13.27260.01Buy
Aberdeen New Thai Investment Trust PLC Ord 25p43.8238.1183.82-15.86633.45Buy
Alpha Real Trust Limited39.94147.20130.33--Buy
Aseana Properties Ltd11.9625.9521.78--Buy
Edinburgh Dragon Trust plc Ord 20p44.7940.4466.10-11.29408.09Buy
Fidelity Asian Values PLC Ord51.0990.14136.97-4.33420.20Buy
Fidelity Asian Values PLC Sub Shs 0.001P-----Buy
Fidelity China Special Situations Plc57.70113.60208.26-12.89246.25Buy
Henderson Far East Income Ltd Ord42.7142.7074.810.65370.60Buy
India Capital Growth55.3390.45209.39-18.72116.57Buy
Invesco Asia Trust plc49.3769.36124.48-12.80314.78Buy
JP Morgan Asian IT plc Ord 25P58.9470.96107.02-9.39368.60Buy
JP Morgan Chinese IT plc64.8765.52110.14-12.39286.50Buy
JP Morgan Indian IT plc42.0681.44132.08-10.35823.20Buy
Macau Property Opportunities50.94-37.2567.26-35.22247.00Buy
Martin Currie Asia Unconstrained Trust49.2050.2181.08-11.62450.90Buy

ETFs

Name6 Months (%)1 Year (%)3 Years (%)5 Years (%)CurrencySector
DB X-Trackers MSCI AC Asia Ex Japan Index UCITS ETF 1C GBP21.9247.1554.4877.63GBXEquity - Asia Pacific ex JapanBuy
DB X-Trackers MSCI Pakistan IM Index UCITS ETF 1C USD-5.8910.0813.10100.86USDEquity - Asia Pacific Single CountryBuy
DB X-Trackers MSCI Bangladesh IM Index UCITS ETF 1C USD10.1319.7726.3232.63USDEquity - Asia Pacific Single CountryBuy
DB X-Trackers MSCI Indonesia Index UCITS ETF 1C GBP19.6340.3052.5939.40GBPEquity - Asia Pacific Single CountryBuy
DB X-Trackers MSCI Pacific Ex Japan Index UCITS ETF (DR) 1C GBP10.7037.4038.4772.09GBXEquity - Asia Pacific ex JapanBuy
DB X-Trackers FTSE Vietnam UCITS ETF 1C GBP5.0516.2520.9523.27GBPEquity - Asia Pacific Single CountryBuy
DB X-Trackers II IBOXX USD Liquid Asia Ex-Japan Corporate Bond UCITS ETF (DR) 1D4.31---USDFixed Int - USD Corporate BondBuy
DB X-Trackers MSCI AC Asia Ex Japan High Dividend Yield UCITS ETF 1D GBP14.2539.0731.9637.61GBPEquity - Asia Pacific ex JapanBuy
DB X-Trackers MSCI EM Asia Index UCITS ETF 1C GBP21.0747.7254.0773.73GBPEquity - Emerging MarketsBuy
DB X-Trackers MSCI Korea Index UCITS ETF (DR) 1C GBP22.9652.1449.4464.23GBPEquity - KoreaBuy
DB X-Trackers MSCI Malaysia Index UCITS ETF (DR) 1C GBP11.6620.371.0410.46GBPEquity - Asia Pacific Single CountryBuy
DB X-Trackers MSCI Philippines IM Index UCITS ETF (DR) 1C GBP15.318.7637.6162.23GBPEquity - Asia Pacific Single CountryBuy
DB X-Trackers MSCI Thailand Index UCITS ETF (DR) GBP10.7736.8644.6253.29GBPEquity - Asia Pacific Single CountryBuy
DB X-Trackers MSCI Taiwan Index UCITS ETF (DR) 1C GBP17.0551.3466.10102.98GBPEquity - Asia Pacific Single CountryBuy
HSBC MSCI EM Far East GBP23.5050.3754.7466.86GBXEquity - Asia Pacific ex JapanBuy
HSBC MSCI Indonesia GBP22.3340.0152.2542.29GBXEquity - Asia Pacific Single CountryBuy
HSBC MSCI Korea GBP25.8953.3050.3766.49GBXEquity - KoreaBuy
HSBC MSCI Malaysia NAV GBP11.8520.924.47-GBPEquity - Asia Pacific Single CountryBuy
HSBC MSCI Pacific Ex Japan GBP9.3335.9636.2770.75GBXEquity - Asia Pacific ex JapanBuy
HSBC MSCI Taiwan NAV GBP17.4952.3670.84102.20GBPEquity - Asia Pacific Single CountryBuy

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