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 Acc23.0049.3456.76218.121.85Buy
Aberdeen Asia Pacific Equity I Acc20.8938.1642.771,279.971.10Buy
Aberdeen Asia Pacific & Japan Equity I Acc19.6742.6152.52137.940.80Buy
Aberdeen Global Asian Local Currency Short Duration Bond R2 GBP1.6921.4821.60148.403.31Buy
Aberdeen Global Asia Pacific Equity R2 GBP20.5638.4542.513,163.631.20Buy
Aberdeen Global Asian Smaller Companies R2 GBP13.1723.4033.281,955.051.50Buy
Alquity Asia R GBP15.0529.89-73.52-Buy
Alquity Asia Y GBP18.6938.43-73.52-Buy
Baillie Gifford Developed Asia Pacific B Acc17.5067.32101.44140.021.18Buy
Baillie Gifford Pacific B Acc39.8062.90101.07339.050.48Buy
Baring ASEAN Frontiers I Acc Nav GBP19.2438.8248.48447.40-Buy
Baring Eastern Trust I Acc GBP41.1078.59105.0793.20-Buy
BlackRock Asia D Acc25.6960.74-113.700.91Buy
BlackRock Asia Special Situations D Acc26.7772.51-173.491.04Buy
BlackRock GF Asian Growth Leaders D2RF GBP26.6574.78145.833,186.85-Buy
CF Canlife Asia Pacific C Acc GBP24.9133.3649.62125.221.10Buy
CF Ruffer Pacific C Acc8.9028.9574.96407.650.94Buy
CF Ruffer Pacific O Acc8.5727.7872.20407.650.64Buy
F&C Pacific Growth 2 Acc21.5458.8271.1854.691.80Buy
Fidelity Asia W Acc31.5274.2693.752,740.06-Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Aberdeen Asian Income Ord16.4325.2220.45-9.06235.05Buy
Aberdeen New India Investment Trust PLC Ord 25P24.3443.67109.10-11.97515.75Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Ord 25p13.3620.1423.35-12.531,186.64Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Convertible Unsecured Loan Stock 20199.6618.9827.17--Buy
Aberdeen New Dawn Investment Trust PLC Ord 5p29.1642.3041.50-13.21268.46Buy
Aberdeen New Thai Investment Trust PLC Ord 25p19.6633.3053.69-14.43646.24Buy
Alpha Real Trust Limited37.32165.95187.86--Buy
Aseana Properties Ltd1.9217.7832.93--Buy
Edinburgh Dragon Trust plc Ord 20p26.0541.2644.95-12.96418.76Buy
Fidelity Asian Values PLC Ord16.5971.02114.53-5.50408.20Buy
Fidelity Asian Values PLC Sub Shs 0.001P-29.66----Buy
Fidelity China Special Situations Plc32.5884.26193.52-13.55263.96Buy
Henderson Far East Income Ltd Ord15.4739.4450.450.38367.10Buy
India Capital Growth46.2380.93163.58-12.36121.81Buy
Invesco Asia Trust plc33.4668.36110.35-12.01334.14Buy
JP Morgan Asian IT plc Ord 25P41.0871.1192.83-10.50398.90Buy
JP Morgan Chinese IT plc56.5881.06117.75-12.93346.00Buy
JP Morgan Indian IT plc24.3749.3797.77-12.08838.80Buy
Macau Property Opportunities36.90-21.2775.98-27.44251.18Buy
Martin Currie Asia Unconstrained Trust30.2047.4968.97-13.38455.73Buy

ETFs

Name6 Months (%)1 Year (%)3 Years (%)5 Years (%)CurrencySector
DB X-Trackers MSCI AC Asia Ex Japan Index UCITS ETF 1C GBP7.7027.9054.0966.32GBPEquity - Asia Pacific ex JapanBuy
DB X-Trackers MSCI Pakistan IM Index UCITS ETF 1C USD-25.02-25.86-13.3837.13USDEquity - Asia Pacific Single CountryBuy
DB X-Trackers MSCI Bangladesh IM Index UCITS ETF 1C USD7.4718.2216.6745.05USDEquity - Asia Pacific Single CountryBuy
DB X-Trackers MSCI Indonesia Index UCITS ETF 1C GBP-2.9611.4329.6325.69GBPEquity - Asia Pacific Single CountryBuy
DB X-Trackers MSCI Pacific Ex Japan Index UCITS ETF (DR) 1C GBP2.1112.9842.7749.58GBPEquity - Asia Pacific ex JapanBuy
DB X-Trackers FTSE Vietnam UCITS ETF 1C GBP17.6327.3821.1376.98GBPEquity - Asia Pacific Single CountryBuy
DB X-Trackers II IBOXX USD Liquid Asia Ex-Japan Corporate Bond UCITS ETF (DR) 1D1.325.05--USDFixed Int - USD Corporate BondBuy
DB X-Trackers MSCI EM Asia Index UCITS ETF 1C GBP8.2628.9855.5765.93GBPEquity - Emerging MarketsBuy
DB X-Trackers MSCI Korea Index UCITS ETF (DR) 1C GBP5.9832.3668.2656.30GBPEquity - KoreaBuy
DB X-Trackers MSCI Malaysia Index UCITS ETF (DR) 1C GBP-2.6411.347.775.76GBPEquity - Asia Pacific Single CountryBuy
DB X-Trackers MSCI Philippines IM Index UCITS ETF (DR) 1C GBP-4.169.4516.9639.67GBPEquity - Asia Pacific Single CountryBuy
DB X-Trackers MSCI Thailand Index UCITS ETF (DR) GBP12.3224.7844.8650.76GBPEquity - Asia Pacific Single CountryBuy
DB X-Trackers MSCI Taiwan Index UCITS ETF (DR) 1C GBP1.4614.0053.0280.29GBPEquity - Asia Pacific Single CountryBuy
HSBC MSCI EM Far East GBP7.8229.2159.8559.31GBXEquity - Asia Pacific ex JapanBuy
HSBC MSCI Indonesia GBP-1.6712.8336.0728.95GBXEquity - Asia Pacific Single CountryBuy
HSBC MSCI Korea GBP4.9432.4169.9855.16GBXEquity - KoreaBuy
HSBC MSCI Malaysia NAV GBP-2.3611.8510.88-GBPEquity - Asia Pacific Single CountryBuy
HSBC MSCI Pacific Ex Japan GBP2.0212.4743.0049.54GBXEquity - Asia Pacific ex JapanBuy
HSBC MSCI Taiwan NAV GBP1.6414.6657.5479.75GBPEquity - Asia Pacific Single CountryBuy
HSBC MSCI AC Far East Exjapan UCITS ETF NAV GBP8.2628.2255.96-GBPEquity - Asia Pacific ex JapanBuy

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