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 Acc39.2426.3463.89208.242.45Buy
Aberdeen Asia Pacific Equity I Acc31.9319.1444.711,285.811.50Buy
Aberdeen Asia Pacific & Japan Equity I Acc34.6526.2452.98139.001.30Buy
Aberdeen Global Asian Local Currency Short Duration Bond X2 USD5.79-0.57-0.58206.763.15Buy
Aberdeen Global Asian Local Currency Short Duration Bond R2 GBP24.2523.4723.18206.763.15Buy
Aberdeen Global Asian Local Currency Short Duration Bond Y2 EUR5.0519.4315.22206.763.15Buy
Aberdeen Global Asian Local Currency Short Duration Bond I2 USD5.83-0.443.31206.763.19Buy
Aberdeen Global Asian Property Share X2 USD9.33-9.1433.9850.331.40Buy
Aberdeen Global Asian Property Share I2 USD9.36-9.0435.0750.331.50Buy
Aberdeen Global Asia Pacific Equity R2 GBP31.5819.0543.333,726.761.40Buy
Aberdeen Global Asia Pacific Equity X2 USD12.01-4.1415.703,726.761.70Buy
Aberdeen Global Asia Pacific Equity Y2 EUR11.2115.0734.003,726.761.70Buy
Aberdeen Global Asia Pacific Equity I2 USD12.05-4.0320.523,726.761.70Buy
Aberdeen Global Asian Smaller Companies R2 GBP29.7215.7158.482,007.121.60Buy
Aberdeen Global Asian Smaller Companies Y2 EUR9.6711.8848.232,007.121.90Buy
Aberdeen Global Asian Smaller Companies X2 USD10.42-6.8327.912,007.121.90Buy
Aberdeen Global Asian Smaller Companies I2 USD10.63-6.3034.042,007.122.10Buy
Aberdeen Global II Asian Bond I2 USD11.849.6914.2882.973.61Buy
Aberdeen Global II Asia Pacific Multi Asset Y2 EUR10.7426.9237.3099.042.63Buy
Aberdeen Global II Asia Pacific Multi Asset X2 USD11.525.4318.1299.042.63Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Aberdeen Asian Income Ord32.045.9248.33-7.96211.72Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Ord35.573.9863.28-14.991,102.80Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Convertible Unsecured Loan Stock 201910.597.51---Buy
Aberdeen New Dawn Investment Trust PLC Ord 5p30.8912.7034.97-14.43218.25Buy
Aberdeen New Thai Investment Trust PLC Ord 25p34.4121.3293.82-16.18557.47Buy
Alpha Real Trust Limited29.44109.1938.50-141.70Buy
Aseana Properties Ltd-14.429.5217.71--Buy
Edinburgh Dragon Trust plc Ord 20p35.3619.0549.03-13.56352.57Buy
Edinburgh Dragon Trust plc 3.5% Conv Unsec Ln Stk--3.46-0.95--Buy
Fidelity Asian Values PLC Ord53.6359.9791.03-12.43373.83Buy
Fidelity China Special Situations Plc49.8386.56145.80-18.40214.83Buy
Henderson Far East Income Ltd Ord35.3225.9367.92-1.21344.40Buy
India Capital Growth20.76126.1970.66-23.8693.58Buy
Invesco Asia Trust plc44.0558.1385.32-11.98266.43Buy
JP Morgan Asian IT plc41.0139.6163.33-15.22327.47Buy
JP Morgan Chinese IT plc37.2540.6277.82-17.07249.00Buy
JP Morgan Indian IT plc28.23106.8274.52-14.70743.30Buy
Macau Property Opportunities-15.31-24.8624.38-39.52223.00Buy
Martin Currie Asia Unconstrained Trust34.9820.5652.87-16.98391.48Buy
New India Investment Trust Ord Shs26.2994.3581.90-14.18449.51Buy

ETFs

Name6 Months (%)1 Year (%)3 Years (%)5 Years (%)CurrencySector
DB X-Trackers MSCI AC Asia Ex Japan Index UCITS ETF 1C GBP24.1635.9433.7457.72GBXEquity - Asia Pacific ex JapanBuy
DB X-Trackers MSCI Indonesia Index UCITS ETF 1C GBP27.2081.6147.5932.08GBXEquity - Asia Pacific Single CountryBuy
DB X-Trackers MSCI Pacific Ex Japan Index UCITS ETF (DR) 1C GBP20.9137.4022.2257.63GBXEquity - Asia Pacific ex JapanBuy
DB X-Trackers MSCI AC Asia Ex Japan High Dividend Yield UCITS ETF 1D GBP21.0930.0422.3549.76GBXEquity - Asia Pacific ex JapanBuy
DB X-Trackers MSCI EM Asia Index UCITS ETF 1C GBP24.1736.2133.7054.17GBXEquity - Emerging MarketsBuy
DB X-Trackers MSCI Korea Index UCITS ETF (DR) 1C GBP22.8744.0920.1746.04GBXEquity - KoreaBuy
DB X-Trackers MSCI Malaysia Index UCITS ETF (DR) 1C GBP5.0732.76-3.7020.08GBXEquity - Asia Pacific Single CountryBuy
DB X-Trackers MSCI Philippines IM Index UCITS ETF (DR) 1C GBP10.4725.8834.40110.53GBXEquity - Asia Pacific Single CountryBuy
DB X-Trackers MSCI Thailand Index UCITS ETF (DR) GBP20.4037.5423.4363.35GBXEquity - Asia Pacific Single CountryBuy
DB X-Trackers MSCI Taiwan Index UCITS ETF (DR) 1C GBP24.1642.7648.0069.09GBXEquity - Asia Pacific Single CountryBuy
HSBC MSCI EM Far East GBP24.7639.0628.2248.22GBXEquity - Asia Pacific ex JapanBuy
HSBC MSCI Indonesia GBP27.6882.7047.3432.88GBXEquity - Asia Pacific Single CountryBuy
HSBC MSCI Korea GBP22.7243.9820.0345.13GBXEquity - KoreaBuy
HSBC MSCI Pacific Ex Japan GBP20.8537.2422.5458.10GBXEquity - Asia Pacific ex JapanBuy
Lyxor UCITS ETF MSCI Indonesia C GBP27.1082.1146.85-GBXEquity - Asia Pacific Single CountryBuy
SPDR MSCI EM Asia UCITS ETF GBP24.7737.0535.7857.34GBPEquity - Emerging MarketsBuy
SPDR S&P Pan Asia Dividend Aristrocrats UCITS ETF GBP23.1740.6238.22-GBPEquity - Asia Pacific inc JapanBuy
SSGA SPDR Citi Asia Local Government Bond UCITS ETF GBP14.2534.9930.86-GBPFixed Int - Asia PacificBuy
UBS ETF - MSCI Pacific (ex Japan) UCITS ETF (USD) A Dis GBP21.1437.2723.00-GBXEquity - Asia Pacific ex JapanBuy
Vanguard FTSE Developed Asia Pacific ex Japan UCITS GBP21.7739.5523.19-GBPEquity - Asia Pacific ex JapanBuy

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