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Stewart Investors Asia Pacific Leaders A GBP Acc

Ranked 13 out of 187 in - Asia Pacific Excluding Japan over 12 months
All calculations are in GBP unless stated

Managed by

David Gait

David Gait was born in Edinburgh in 1975 and holds a BA in Economics from Cambridge University and an MSc in Investment Analysis from Stirling Univerisity. David joined Stewart Ivory in 1997, the predecessor to First State Investments. He is responsible for evolving the emerging markets and Asia Pacific strategies and is the lead manager on the First State Asia Pacific Sustainability and First State Indian Subcontinent funds. David has been managing funds for over 11 years.

Angus Tulloch

Angus Tulloch gave up an early career in accountancy because he found it 'incredibly dull'. A colourful character, Tulloch bought his first shares when he was 10 and sold out at 13 to fund a holiday. He started out professionally with blue-blooded brokers Cazenove in 1980, which sent him to Hong Kong to work as an investment analyst. Seven years later he moved to Stewart Ivory, which was subsequently taken over by Colonial First State Investments in 2000 and ultimately rebranded First State Investments. Tulloch is now the head of First State's Asia Pacific and Global Emerging Markets team. His key fund is the First State Asia Pacific fund, which he has managed since 1998. He believes in 'bunching' his best investment ideas. For instance the 90-stock Asia Pacific fund has some 30% of its assets invested in its top 10 holdings, 50% in the top 20, with the balance of the fund made up of what he thinks may be 'tomorrow's winners.'

Objective

The Fund aims to grow your investment. The Fund invests in shares of companies based in or having significant operations in the Asia Pacific region including Australia and New Zealand excluding Japan. The Fund invests in shares of large and mid-sized companies in the region. These companies generally have a total stock market value of at least US$1 billion.

Showing fund performance in United Kingdom View performance globally

Performance

Asia Pacific Excluding Japan over : 30/04/2015 - 30/04/2016

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 3.4%
2015 1.3% 10.3% -6.8% -6.5% 5.4%
2014 19.1% 0.8% 5.7% 6.9% 4.6%
2013 0.4% 8.4% -5.6% -1.4% -0.5%
2012 18.6% 7.9% -2.8% 9.8% 2.9%
2011 -7.9% -3.1% 2.7% -10.0% 2.9%
2010 26.8% 8.2% -4.4% 11.4% 10.1%
2009 35.0% -1.2% 10.2% 22.0% 1.6%
2008 -16.2% -5.2% -5.3% -7.8% 1.3%
2007 40.1% 5.5% 10.9% 12.9% 6.2%
2006 17.5% 5.9% -5.0% 5.2% 11.0%
2005 35.2% 5.2% 8.2% 12.3% 5.8%
2004 13.3% 4.5% -8.1% 9.1% 8.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

29/02/2016

Top 10 Holdings

Stock Size
CSL Ltd ORD 7.64
Brambles Ltd ORD 7.63
Taiwan Semiconductor Manufacturing Co Ltd ORD 6.57
Oversea-Chinese Banking Corporation Ltd ORD 5.55
Asustek Computer Inc ORD 3.77
Hong Kong and China Gas Co Ltd ORD 3.22
MediaTek Inc ORD 2.95
Kotak Mahindra Bank Ltd ORD 2.71
Unicharm Corp ORD 2.61
AIA Group Ltd ORD 2.57
29/02/2016

Registered For Sale In

  1. Austria
  2. Chile
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Sweden
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date01/12/2003
  • Share Class size987Mn
  • Base currencyGBP
  • ISIN GB0033874214

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment4

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).