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 Acc44.3937.8065.64207.092.04Buy
Aberdeen Asia Pacific Equity I Acc41.4232.5053.411,264.051.30Buy
Aberdeen Asia Pacific & Japan Equity I Acc38.9239.0760.60137.841.20Buy
Aberdeen Global Asian Local Currency Short Duration Bond R2 GBP15.5625.9422.14175.322.80Buy
Aberdeen Global Asia Pacific Equity R2 GBP41.4532.9753.183,410.691.20Buy
Aberdeen Global Asian Smaller Companies R2 GBP29.9625.9451.542,018.981.50Buy
Alquity Asia R GBP23.5536.53-60.19-Buy
Alquity Asia Y GBP27.77--60.19-Buy
Baillie Gifford Developed Asia Pacific B Acc30.6568.90102.27120.601.01Buy
Baillie Gifford Pacific B Acc48.7148.1694.89271.840.50Buy
Baring ASEAN Frontiers I Acc Nav GBP30.6432.7251.03452.70-Buy
Baring Eastern Trust I Acc GBP45.1866.9492.4058.50-Buy
BlackRock Asia D Acc50.0551.34-51.600.87Buy
BlackRock GF Asian Growth Leaders D2RF GBP48.6879.53-2,132.29-Buy
BlackRock Pacific ex Japan Equity Tracker D Acc42.3837.2470.301,203.562.69Buy
CF Canlife Asia Pacific C Acc GBP43.7827.5852.20124.751.13Buy
CF Ruffer Pacific C Acc16.0039.4086.26364.400.99Buy
CF Ruffer Pacific O Acc15.6538.0983.44364.401.12Buy
F&C Pacific Growth 2 Acc48.4456.5082.1964.681.30Buy
Fidelity Asia W Acc48.3066.3194.012,368.57-Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Aberdeen Asian Income Ord36.6018.8941.70--Buy
Aberdeen New India Investment Trust PLC Ord 25P44.9286.98140.05-8.46494.34Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Ord 25p32.6523.6761.54-13.081,170.05Buy
Aberdeen Asian Smaller Companies Investment Trust PLC Convertible Unsecured Loan Stock 201914.7120.3936.40--Buy
Aberdeen New Dawn Investment Trust PLC Ord 5p49.3933.7956.92-13.86249.60Buy
Aberdeen New Thai Investment Trust PLC Ord 25p34.3138.6481.29-15.89600.68Buy
Alpha Real Trust Limited47.25152.79117.97--Buy
Aseana Properties Ltd16.3028.0018.33--Buy
Edinburgh Dragon Trust plc Ord 20p47.9738.4757.98-11.89388.70Buy
Fidelity Asian Values PLC Ord53.7286.66135.71-3.16401.16Buy
Fidelity Asian Values PLC Sub Shs 0.001P-----Buy
Fidelity China Special Situations Plc50.52109.80183.15-12.32226.38Buy
Henderson Far East Income Ltd Ord38.9635.7667.581.63350.30Buy
India Capital Growth54.44111.60199.22-15.02112.67Buy
Invesco Asia Trust plc53.8063.67110.08-10.83296.62Buy
JP Morgan Asian IT plc Ord 25P58.4463.0990.49-8.62345.25Buy
JP Morgan Chinese IT plc51.9558.8397.60-13.36263.75Buy
JP Morgan Indian IT plc40.8581.17128.21-9.84789.74Buy
Macau Property Opportunities40.00-34.0268.30-34.82247.00Buy
Martin Currie Asia Unconstrained Trust46.2750.0076.20-12.50431.44Buy

ETFs

Name6 Months (%)1 Year (%)3 Years (%)5 Years (%)CurrencySector
DB X-Trackers MSCI AC Asia Ex Japan Index UCITS ETF 1C GBP13.5748.1145.9072.13GBXEquity - Asia Pacific ex JapanBuy
DB X-Trackers MSCI Pacific Ex Japan Index UCITS ETF (DR) 1C GBP11.8442.1137.6077.82GBXEquity - Asia Pacific ex JapanBuy
HSBC MSCI EM Far East GBP14.4352.3245.5960.72GBXEquity - Asia Pacific ex JapanBuy
HSBC MSCI Indonesia GBP12.2148.1232.3235.74GBXEquity - Asia Pacific Single CountryBuy
HSBC MSCI Korea GBP23.3556.2536.7965.12GBXEquity - KoreaBuy
HSBC MSCI Pacific Ex Japan GBP6.1534.8530.5568.72GBXEquity - Asia Pacific ex JapanBuy
Lyxor UCITS ETF MSCI Indonesia C GBP12.2348.7132.26-GBXEquity - Asia Pacific Single CountryBuy
Lyxor UCITS ETF MSCI AC Asia Pacific Ex Japan C GBP11.6144.4239.85-GBXEquity - Asia Pacific ex JapanBuy
SPDR MSCI EM Asia UCITS ETF GBP14.3249.9947.8171.75GBPEquity - Emerging MarketsBuy
SPDR S&P Pan Asia Dividend Aristrocrats UCITS ETF GBP8.2934.6352.67-GBPEquity - Asia Pacific inc JapanBuy
SSGA SPDR Citi Asia Local Government Bond UCITS ETF GBP-1.0914.3626.9919.40GBPFixed Int - Asia PacificBuy
UBS ETF - MSCI Pacific (ex Japan) UCITS ETF (USD) A Dis GBP6.4435.3031.42-GBXEquity - Asia Pacific ex JapanBuy
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF GBP10.6641.1734.83-GBPEquity - Asia Pacific ex JapanBuy
iShares Asia Property Yield UCITS ETF GBP4.7625.0646.9479.88GBPProperty - AsiaBuy
iShares Asia Pacific Dividend UCITS ETF GBP2.9236.0923.9456.67GBPEquity - Asia Pacific inc JapanBuy
iShares Core MSCI Pacific ex Japan UCITS ETF Acc GBP6.5435.2331.8970.00GBXEquity - Asia Pacific ex JapanBuy
iShares Emerging Asia Local Government Bond UCITS ETF GBP-0.7214.0227.4431.09GBPFixed Int - Emerging MarketsBuy
iShares MSCI AC Far East ex-Japan SmallCap UCITS ETF GBP4.8530.0130.0659.51GBPEquity - Asia Pacific ex JapanBuy
iShares MSCI Korea UCITS ETF Acc GBP22.8856.5837.8567.30GBXEquity - KoreaBuy
iShares MSCI Korea UCITS ETF Inc GBP21.8954.1136.2967.30GBPEquity - KoreaBuy

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