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 Acc12.8840.9643.00214.491.55Buy
Aberdeen Asia Pacific Equity I Acc11.2132.0833.171,243.781.00Buy
Aberdeen Asia Pacific & Japan Equity I Acc10.6635.3441.81136.750.70Buy
Aberdeen Global Asian Local Currency Short Duration Bond X Acc GBP-2.6718.4214.7692.213.31Buy
Aberdeen Global Asia Pacific Equity X Acc GBP10.6231.6832.743,116.971.20Buy
Aberdeen Global Asian Smaller Companies X Acc GBP6.3120.4919.211,967.101.50Buy
Alquity Asia Y GBP11.7532.90-83.46-Buy
Baillie Gifford Developed Asia Pacific B Acc15.6163.6691.86145.441.13Buy
Baillie Gifford Pacific B Acc31.8955.5191.27380.270.48Buy
Baring ASEAN Frontiers I Acc Nav GBP20.7741.0239.38446.10-Buy
Baring Eastern Trust I Acc GBP31.0568.8194.46110.80-Buy
BlackRock Asia D Acc16.4352.34-136.250.90Buy
BlackRock Asia Special Situations D Acc15.6160.99-266.991.04Buy
BlackRock GF Asian Growth Leaders D2 GBP14.6061.36110.813,588.22-Buy
F&C Pacific Growth 2 Acc8.3948.3057.3747.101.80Buy
Fidelity Asia W Acc22.7265.5685.412,819.70-Buy
Fidelity Asia Y Acc GBP22.4764.5183.362,819.70-Buy
Fidelity Asia Focus W Acc GBP21.6156.3059.421,946.12-Buy
Fidelity Asia Pacific Opportunities W Acc15.1666.20-73.00-Buy
Fidelity Asian Dividend W Acc8.4843.41-9.001.86Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Aberdeen Asian Income Ord7.0024.5716.47-5.74226.49Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Ord 25p7.1221.8014.52-11.451,185.72Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Convertible Unsecured Loan Stock 20194.7616.9419.85--Buy
Aberdeen New Dawn Investment Trust PLC Ord 5p16.8138.1037.63-11.87268.34Buy
Alpha Real Trust Limited23.38136.89179.60-20.80167.30Buy
Aseana Properties Ltd1.9217.7838.56--Buy
Edinburgh Dragon Trust plc Ord 20p16.5537.8336.45-11.37419.74Buy
Fidelity Asian Values PLC Ord6.3261.7094.93-5.93401.82Buy
Fidelity Asian Values PLC Sub Shs 0.001P-26.92----Buy
Invesco Asia Trust plc20.3760.7995.15-9.72324.56Buy
JP Morgan Asian IT plc Ord 25P31.8665.7583.10-7.36392.90Buy
Macau Property Opportunities27.33-10.3360.50-23.56249.86Buy
Martin Currie Asia Unconstrained Trust18.6038.1855.09-10.01438.96Buy
Pacific Horizon IT PLC46.2771.00100.62-4.68344.09Buy
Pacific Assets Trust plc Ord8.9135.9184.73-0.81260.61Buy
Schroder Asia Pacific28.7367.9385.74-8.48504.78Buy
Schroder Oriental Income7.1141.9053.731.09249.29Buy
Scottish Oriental Smaller Companies Ord7.7524.9125.84-8.821,124.14Buy
Schroder Asian Total Return Investment Company Ord 5P32.8885.8594.293.57347.60Buy
Terra Capital Plc Ord 0.1017.3427.3043.78-13.471.17Buy

ETFs

Name6 Months (%)1 Year (%)3 Years (%)5 Years (%)CurrencySector
HSBC MSCI EM Far East GBP5.6620.5650.7053.57GBXEquity - Asia Pacific ex JapanBuy
HSBC MSCI Indonesia GBP1.0311.6730.4117.37GBXEquity - Asia Pacific Single CountryBuy
HSBC MSCI Korea GBP3.1517.5656.9744.91GBXEquity - KoreaBuy
HSBC MSCI Malaysia NAV GBP5.7011.8013.86-GBPEquity - Asia Pacific Single CountryBuy
HSBC MSCI Pacific Ex Japan GBP-2.231.7929.8029.95GBXEquity - Asia Pacific ex JapanBuy
HSBC MSCI Taiwan NAV GBP-4.053.9843.6072.04GBPEquity - Asia Pacific Single CountryBuy
HSBC MSCI AC Far East Exjapan UCITS ETF NAV GBP3.2516.4044.79-GBPEquity - Asia Pacific ex JapanBuy
LYXOR MSCI Pacific Ex Japan UCITS ETF D USD GBP-3.97-1.91--GBXEquity - Asia Pacific ex JapanBuy
Lyxor ETF Thailand (SET50 Net TR) C Cap USD25.7836.03-25.59USDEquity - Asia Pacific Single CountryBuy
Lyxor UCITS ETF MSCI Malaysia USD15.0025.380.10-0.77USDEquity - Asia Pacific Single CountryBuy
Lyxor UCITS ETF MSCI Taiwan GBP-1.716.5544.32-GBXEquity - Asia Pacific Single CountryBuy
Lyxor UCITS ETF MSCI Indonesia C GBP0.9112.1930.27-GBXEquity - Asia Pacific Single CountryBuy
SPDR MSCI EM Asia UCITS ETF GBP4.8219.2647.5258.82GBPEquity - Emerging MarketsBuy
SPDR S&P Pan Asia Dividend Aristrocrats UCITS ETF GBP-1.256.8442.10-GBPEquity - Asia Pacific inc JapanBuy
Smartshares NZ Mid Cap4.7220.3045.48113.09NZDEquity - Asia Pacific Single CountryBuy
UBS ETF - MSCI Pacific Socially Responsible UCITS ETF (USD) A Dis GBP-0.922.6933.9555.03GBXEquity - Asia Pacific inc JapanBuy
UBS ETF - MSCI Pacific (ex Japan) UCITS ETF (USD) A Dis GBP-2.241.8730.3630.42GBXEquity - Asia Pacific ex JapanBuy
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF GBP0.237.2340.14-GBPEquity - Asia Pacific ex JapanBuy
Xtrackers FTSE Vietnam Swap UCITS ETF 1C GBP35.6834.05-44.81GBPEquity - Asia Pacific Single CountryBuy
Xtrackers II USD Asia ex Japan Corporate Bond UCITS ETF 1D USD-1.691.64--USDFixed Int - USD Corporate BondBuy

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