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 Acc46.5538.2953.26211.282.40Buy
Aberdeen Asia Pacific Equity I Acc43.1430.8244.001,252.831.50Buy
Aberdeen Asia Pacific & Japan Equity I Acc42.7637.8854.28131.521.30Buy
Aberdeen Global Asian Local Currency Short Duration Bond R2 GBP21.4429.7123.69185.622.90Buy
Aberdeen Global Asia Pacific Equity R2 GBP43.7331.1242.933,142.831.30Buy
Aberdeen Global Asian Smaller Companies R2 GBP32.0725.8152.011,732.121.50Buy
Alquity Asia R GBP24.96--45.62-Buy
Alquity Asia Y GBP28.58--45.62-Buy
Baillie Gifford Developed Asia Pacific B Acc41.7564.0393.80118.891.04Buy
Baillie Gifford Pacific B Acc34.6739.0178.12320.430.51Buy
Baring ASEAN Frontiers I Acc Nav GBP34.2339.9148.90427.30-Buy
Baring Eastern Trust I Acc GBP32.1053.8470.7750.60-Buy
BlackRock Asia D Acc50.9846.65-44.520.89Buy
BlackRock Pacific ex Japan Equity Tracker D Acc51.6140.9961.811,064.492.46Buy
CF Canlife Asia Pacific C Acc GBP35.5918.6738.04115.151.19Buy
CF Ruffer Pacific C Acc23.0737.6377.70326.391.00Buy
CF Ruffer Pacific O Acc22.7136.3275.19326.390.73Buy
F&C Pacific Growth 2 Acc49.8757.9367.5559.251.40Buy
Fidelity Asia W Acc45.9754.0073.572,142.29-Buy
Fidelity Asia Y Acc GBP45.5852.8872.492,142.29-Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Aberdeen Asian Income Ord53.9325.9047.71--Buy
Aberdeen New India Investment Trust PLC Ord 25P27.3580.5885.09-11.56429.81Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Ord 25p39.1525.5274.31-13.541,138.45Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Convertible Unsecured Loan Stock 201917.7220.54---Buy
Aberdeen New Dawn Investment Trust PLC Ord 5p48.5729.1647.27-12.53228.66Buy
Aberdeen New Thai Investment Trust PLC Ord 25p48.0653.81106.36-14.32601.10Buy
Alpha Real Trust Limited27.31106.1456.01--Buy
Aseana Properties Ltd15.8618.1844.97--Buy
Edinburgh Dragon Trust plc Ord 20p45.8134.2647.61-10.87357.63Buy
Edinburgh Dragon Trust plc 3.5% Conv Unsec Ln Stk1.23-2.60-1.20--Buy
Fidelity Asian Values PLC Ord65.4583.56112.35-4.77390.63Buy
Fidelity Asian Values PLC Sub Shs 0.001P-----Buy
Fidelity China Special Situations Plc50.3472.97154.60-13.34208.75Buy
Henderson Far East Income Ltd Ord44.9536.4764.790.63350.80Buy
India Capital Growth25.85106.25116.79-21.3694.42Buy
Invesco Asia Trust plc45.3258.2281.91-12.84273.65Buy
JP Morgan Asian IT plc Ord 25P46.9247.6859.63-11.21322.12Buy
JP Morgan Chinese IT plc45.0732.6874.70-13.95240.57Buy
JP Morgan Indian IT plc35.0384.6683.23-8.19694.90Buy
Macau Property Opportunities-3.07-33.4625.64-41.74230.00Buy

ETFs

Name6 Months (%)1 Year (%)3 Years (%)5 Years (%)CurrencySector
DB X-Trackers MSCI AC Asia Ex Japan Index UCITS ETF 1C GBP12.8546.8241.5754.92GBXEquity - Asia Pacific ex JapanBuy
DB X-Trackers MSCI Indonesia Index UCITS ETF 1C GBP5.9844.2651.0115.52GBXEquity - Asia Pacific Single CountryBuy
DB X-Trackers MSCI Pacific Ex Japan Index UCITS ETF (DR) 1C GBP15.2854.1240.5662.12GBXEquity - Asia Pacific ex JapanBuy
DB X-Trackers MSCI AC Asia Ex Japan High Dividend Yield UCITS ETF 1D GBP11.4945.6236.3945.92GBXEquity - Asia Pacific ex JapanBuy
DB X-Trackers MSCI EM Asia Index UCITS ETF 1C GBP12.9147.4641.5850.51GBXEquity - Emerging MarketsBuy
DB X-Trackers MSCI Korea Index UCITS ETF (DR) 1C GBP15.1949.6830.8040.67GBXEquity - KoreaBuy
DB X-Trackers MSCI Malaysia Index UCITS ETF (DR) 1C GBP-1.7625.54-2.465.38GBXEquity - Asia Pacific Single CountryBuy
DB X-Trackers MSCI Philippines IM Index UCITS ETF (DR) 1C GBP-6.5934.6953.4680.27GBXEquity - Asia Pacific Single CountryBuy
DB X-Trackers MSCI Thailand Index UCITS ETF (DR) GBP13.7865.3355.2065.91GBXEquity - Asia Pacific Single CountryBuy
DB X-Trackers MSCI Taiwan Index UCITS ETF (DR) 1C GBP15.9062.0857.3778.81GBXEquity - Asia Pacific Single CountryBuy
HSBC MSCI EM Far East GBP13.8450.0636.7042.58GBXEquity - Asia Pacific ex JapanBuy
HSBC MSCI Indonesia GBP7.0844.5151.4116.91GBXEquity - Asia Pacific Single CountryBuy
HSBC MSCI Korea GBP14.8749.7330.1740.92GBXEquity - KoreaBuy
HSBC MSCI Pacific Ex Japan GBP15.4154.2141.1663.20GBXEquity - Asia Pacific ex JapanBuy
Lyxor UCITS ETF MSCI Indonesia C GBP7.1744.3851.37-GBXEquity - Asia Pacific Single CountryBuy
Lyxor UCITS ETF MSCI AC Asia Pacific Ex Japan C GBP13.4649.3640.09-GBXEquity - Asia Pacific ex JapanBuy
SPDR MSCI EM Asia UCITS ETF GBP13.4248.8543.8152.92GBPEquity - Emerging MarketsBuy
SPDR S&P Pan Asia Dividend Aristrocrats UCITS ETF GBP11.3645.9254.06-GBPEquity - Asia Pacific inc JapanBuy
SSGA SPDR Citi Asia Local Government Bond UCITS ETF GBP1.6924.7335.31-GBPFixed Int - Asia PacificBuy
UBS ETF - MSCI Pacific (ex Japan) UCITS ETF (USD) A Dis GBP15.3854.4641.32-GBXEquity - Asia Pacific ex JapanBuy

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