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 Acc11.9625.4540.13207.671.65Buy
Aberdeen Asia Pacific Equity I Acc9.4623.5633.481,202.351.10Buy
Aberdeen Asia Pacific & Japan Equity I Acc7.9824.7236.28133.060.80Buy
Aberdeen Global Asian Local Currency Short Duration Bond X Acc GBP-1.4714.4112.5083.693.31Buy
Aberdeen Global Asia Pacific Equity X Acc GBP8.8122.6932.893,064.710.90Buy
Aberdeen Global Asian Smaller Companies X Acc GBP4.1518.1715.191,940.021.00Buy
Alquity Asia Y GBP8.7529.84-78.05-Buy
Baillie Gifford Developed Asia Pacific B Acc13.3643.0176.53140.711.15Buy
Baillie Gifford Pacific B Acc22.8243.1984.56387.990.47Buy
Baring ASEAN Frontiers I Acc Nav GBP14.4929.9924.08458.70-Buy
Baring Eastern Trust I Acc GBP23.1546.5287.73136.26-Buy
BlackRock Asia D Acc13.0833.74-140.830.79Buy
BlackRock Asia Special Situations D Acc12.0040.01-312.220.96Buy
BlackRock GF Asian Growth Leaders D2 GBP10.0938.15101.474,289.79-Buy
F&C Pacific Growth 2 Acc6.5729.3455.1545.051.90Buy
Fidelity Asia W Acc20.8846.5784.712,884.00-Buy
Fidelity Asia Y Acc GBP20.5045.5082.532,884.00-Buy
Fidelity Asia Focus W Acc GBP18.4138.6859.861,887.00-Buy
Fidelity Asia Pacific Opportunities W Acc11.9753.70-71.00-Buy
Fidelity Asian Dividend W Acc8.4932.22-8.002.37Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Aberdeen Asian Income Ord4.2517.967.18-7.69226.96Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Ord 25p2.1022.442.77-13.831,201.16Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Convertible Unsecured Loan Stock 20190.5516.3910.25--Buy
Aberdeen New Dawn Investment Trust PLC Ord 5p11.8525.6830.10-13.17267.76Buy
Alpha Real Trust Limited15.89109.88188.76-23.19167.30Buy
Aseana Properties Ltd3.3711.9836.08--Buy
Edinburgh Dragon Trust plc Ord 20p12.3329.2834.10-10.98419.01Buy
Fidelity Asian Values PLC Ord1.2645.54102.43-2.74405.10Buy
Fidelity Asian Values PLC Sub Shs 0.001P-44.78----Buy
Invesco Asia Trust plc11.3140.8288.49-12.51320.05Buy
JP Morgan Asian IT plc Ord 25P21.0343.3079.60-9.94387.50Buy
Macau Property Opportunities14.12-9.3547.17-22.36249.86Buy
Martin Currie Asia Unconstrained Trust6.5326.0145.21-13.44441.29Buy
Pacific Horizon IT PLC47.1269.47119.581.81342.31Buy
Pacific Assets Trust plc Ord3.1619.7575.05-5.43265.93Buy
Schroder Asia Pacific20.1950.1381.03-9.51496.20Buy
Schroder Oriental Income7.4832.5646.810.63247.43Buy
Scottish Oriental Smaller Companies Ord0.1418.5617.06-12.791,130.54Buy
Schroder Asian Total Return Investment Company Ord 5P24.4368.6681.251.75338.07Buy
Terra Capital Plc Ord 0.1013.9727.9356.20-12.971.17Buy

ETFs

Name6 Months (%)1 Year (%)3 Years (%)5 Years (%)CurrencySector
HSBC MSCI EM Far East GBP-2.8114.6427.2052.82GBXEquity - Asia Pacific ex JapanBuy
HSBC MSCI Indonesia GBP-5.74-5.6114.13-4.13GBXEquity - Asia Pacific Single CountryBuy
HSBC MSCI Korea GBP-2.8013.8739.2056.38GBXEquity - KoreaBuy
HSBC MSCI Malaysia NAV GBP10.9212.327.10-GBPEquity - Asia Pacific Single CountryBuy
HSBC MSCI Pacific Ex Japan GBP-3.151.3821.2227.16GBXEquity - Asia Pacific ex JapanBuy
HSBC MSCI Taiwan NAV GBP-5.885.1231.0468.05GBPEquity - Asia Pacific Single CountryBuy
HSBC MSCI AC Far East Exjapan UCITS ETF NAV GBP-1.6814.5227.39-GBPEquity - Asia Pacific ex JapanBuy
LYXOR MSCI Pacific Ex Japan UCITS ETF D USD GBP-4.89-2.22--GBXEquity - Asia Pacific ex JapanBuy
Lyxor ETF Thailand (SET50 Net TR) C Cap USD16.5233.24-20.01USDEquity - Asia Pacific Single CountryBuy
Lyxor UCITS ETF MSCI Malaysia USD17.9722.68-1.98-6.28USDEquity - Asia Pacific Single CountryBuy
Lyxor UCITS ETF MSCI Taiwan GBP-6.943.2828.36-GBXEquity - Asia Pacific Single CountryBuy
Lyxor UCITS ETF MSCI Indonesia C GBP-5.55-5.3814.79-GBXEquity - Asia Pacific Single CountryBuy
SPDR MSCI EM Asia UCITS ETF GBP-2.4213.3627.7658.78GBPEquity - Emerging MarketsBuy
SPDR S&P Pan Asia Dividend Aristrocrats UCITS ETF GBP-3.404.4523.67-GBPEquity - Asia Pacific inc JapanBuy
Smartshares NZ Mid Cap-1.9017.5846.98100.21NZDEquity - Asia Pacific Single CountryBuy
UBS ETF - MSCI Pacific Socially Responsible UCITS ETF (USD) A Dis GBP-3.013.1422.6538.86GBXEquity - Asia Pacific inc JapanBuy
UBS ETF - MSCI Pacific (ex Japan) UCITS ETF (USD) A Dis GBP-3.331.3621.5227.28GBXEquity - Asia Pacific ex JapanBuy
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF GBP-2.975.9128.29-GBPEquity - Asia Pacific ex JapanBuy
Xtrackers FTSE Vietnam Swap UCITS ETF 1C GBP27.6237.9844.3769.27GBPEquity - Asia Pacific Single CountryBuy
Xtrackers II USD Asia ex Japan Corporate Bond UCITS ETF 1D USD-5.15-2.55--USDFixed Int - USD Corporate BondBuy

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