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 Acc30.8827.3246.28200.672.37Buy
Aberdeen Asia Pacific Equity I Acc28.8921.5738.871,264.931.40Buy
Aberdeen Asia Pacific & Japan Equity I Acc27.2725.7145.82132.771.20Buy
Aberdeen Global Asian Local Currency Short Duration Bond R2 GBP19.5023.5920.78189.162.91Buy
Aberdeen Global Asia Pacific Equity R2 GBP28.9921.4937.493,314.941.20Buy
Aberdeen Global Asian Smaller Companies R2 GBP21.9916.2950.361,821.411.40Buy
Alquity Asia R GBP14.54--45.62-Buy
Alquity Asia Y GBP17.12--45.62-Buy
Baillie Gifford Developed Asia Pacific B Acc28.2551.7483.28110.011.12Buy
Baillie Gifford Pacific B Acc20.7834.3871.72303.550.55Buy
Baring ASEAN Frontiers I Acc Nav GBP29.4833.2047.28465.00-Buy
Baring Eastern Trust I Acc GBP24.0346.0965.1954.60-Buy
BlackRock Asia D Acc33.2136.39-44.650.94Buy
BlackRock Pacific ex Japan Equity Tracker D Acc35.9231.0352.911,033.102.63Buy
CF Canlife Asia Pacific C Acc GBP22.0615.5132.44114.66-Buy
CF Ruffer Pacific C Acc12.5739.2775.01337.361.01Buy
CF Ruffer Pacific O Acc12.2337.9472.60337.360.74Buy
F&C Pacific Growth 2 Acc32.6245.1257.6555.071.50Buy
Fidelity Asia W Acc33.2945.3667.922,260.77-Buy
Fidelity Asia Y Acc GBP32.9444.4467.132,260.77-Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Aberdeen Asian Income Ord33.4010.5843.22-6.51208.57Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Ord25.6310.0965.97-13.731,072.20Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Convertible Unsecured Loan Stock 201914.128.95---Buy
Aberdeen New Dawn Investment Trust PLC Ord 5p28.3216.3739.28-13.86214.19Buy
Aberdeen New Thai Investment Trust PLC Ord 25p31.5132.6487.52-15.09547.05Buy
Alpha Real Trust Limited25.4293.3649.23-151.90Buy
Aseana Properties Ltd8.6018.1837.75--Buy
Edinburgh Dragon Trust plc Ord 20p27.6120.7042.93-13.45336.79Buy
Edinburgh Dragon Trust plc 3.5% Conv Unsec Ln Stk1.57-3.451.45--Buy
Fidelity Asian Values PLC Ord41.8557.9898.01-11.72367.03Buy
Fidelity Asian Values PLC Sub Shs-132.38180.46--Buy
Fidelity China Special Situations Plc31.7572.76139.83-12.46202.19Buy
Henderson Far East Income Ltd Ord28.9430.3069.873.45329.40Buy
India Capital Growth24.57117.5496.30-18.1888.91Buy
Invesco Asia Trust plc29.8846.5376.01-12.27255.19Buy
JP Morgan Asian IT plc Ord 25P26.1633.2350.36-12.95306.59Buy
JP Morgan Chinese IT plc22.3726.4968.17-15.11231.76Buy
JP Morgan Indian IT plc22.1877.0877.61-10.84660.07Buy
Macau Property Opportunities-11.98-29.7830.51-42.17230.00Buy
Martin Currie Asia Unconstrained Trust26.6919.0947.95-15.84374.87Buy

ETFs

Name6 Months (%)1 Year (%)3 Years (%)5 Years (%)CurrencySector
DB X-Trackers MSCI AC Asia Ex Japan Index UCITS ETF 1C GBP21.7930.6430.3653.45GBXEquity - Asia Pacific ex JapanBuy
DB X-Trackers MSCI Indonesia Index UCITS ETF 1C GBP20.0344.2052.9117.16GBXEquity - Asia Pacific Single CountryBuy
DB X-Trackers MSCI Pacific Ex Japan Index UCITS ETF (DR) 1C GBP21.4635.3430.1056.64GBXEquity - Asia Pacific ex JapanBuy
DB X-Trackers MSCI AC Asia Ex Japan High Dividend Yield UCITS ETF 1D GBP22.3929.8625.2348.85GBXEquity - Asia Pacific ex JapanBuy
DB X-Trackers MSCI EM Asia Index UCITS ETF 1C GBP22.1030.8429.6248.91GBXEquity - Emerging MarketsBuy
DB X-Trackers MSCI Korea Index UCITS ETF (DR) 1C GBP21.1734.7217.7031.93GBXEquity - KoreaBuy
DB X-Trackers MSCI Malaysia Index UCITS ETF (DR) 1C GBP6.2816.42-10.746.88GBXEquity - Asia Pacific Single CountryBuy
DB X-Trackers MSCI Philippines IM Index UCITS ETF (DR) 1C GBP-3.6117.7436.8082.80GBXEquity - Asia Pacific Single CountryBuy
DB X-Trackers MSCI Thailand Index UCITS ETF (DR) GBP20.2144.5233.5750.70GBXEquity - Asia Pacific Single CountryBuy
DB X-Trackers MSCI Taiwan Index UCITS ETF (DR) 1C GBP29.8345.3152.4185.09GBXEquity - Asia Pacific Single CountryBuy
HSBC MSCI EM Far East GBP23.8431.8925.2340.68GBXEquity - Asia Pacific ex JapanBuy
HSBC MSCI Indonesia GBP20.1144.2853.6817.94GBXEquity - Asia Pacific Single CountryBuy
HSBC MSCI Korea GBP21.4134.4717.2931.73GBXEquity - KoreaBuy
HSBC MSCI Pacific Ex Japan GBP21.7636.0330.5657.39GBXEquity - Asia Pacific ex JapanBuy
LYXOR UCITS ETF AUSTRALIA (S&P ASX 200) D GBP21.2639.2622.5232.84GBXEquity - Asia Pacific Single CountryBuy
Lyxor UCITS ETF MSCI Indonesia C GBP20.9145.4254.18-GBXEquity - Asia Pacific Single CountryBuy
Lyxor UCITS ETF MSCI AC Asia Pacific Ex Japan C GBP21.8632.3828.99-GBXEquity - Asia Pacific ex JapanBuy
SPDR MSCI EM Asia UCITS ETF GBP22.1131.6130.9850.64GBPEquity - Emerging MarketsBuy
SPDR S&P Pan Asia Dividend Aristrocrats UCITS ETF GBP15.7930.0640.36-GBPEquity - Asia Pacific inc JapanBuy
SSGA SPDR Citi Asia Local Government Bond UCITS ETF GBP10.1024.0228.26-GBPFixed Int - Asia PacificBuy

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