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Stewart Investors Asia Pacific Leaders A GBP Acc

Ranked 167 out of 184 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.

Sashi Reddy

Sashi Reddy is a Portfolio Manager at Stewart Investors. The Global Emerging Markets/ Asia Pacific (ex-Japan) team manages funds in Asia Pacific, Emerging Market, Worldwide and Sustainable Development equity investment strategies on behalf of clients. Sashi joined the team in July 2008 and he serves as the lead Portfolio Manager of the Indian Subcontinent OEIC. Sashi has an engineering degree from the National Institute of Technology, Trichy and an MBA from the Schulich School of Business, York University in Toronto.

Objective

The Fund invests in large and mid capitalisation equities issued by companies that are incorporated, or listed, or which conduct the majority of their economic activity, in the Asia Pacific region (excluding Japan, including Australasia). Particular consideration is given to investment in companies that are positioned to benefit from, and contribute to, the sustainable development of the countries in which they operate.

Showing fund performance in United Kingdom View performance globally

Performance

Asia Pacific Excluding Japan over : 31/08/2015 - 31/08/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 3.4% 8.9%
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

30/06/2016

Top 10 Holdings

Stock Size
Brambles Ltd ORD 6.68
Taiwan Semiconductor Manufacturing Co Ltd ORD 6.56
CSL Ltd ORD 6.34
Oversea-Chinese Banking Corporation Ltd ORD 5.86
Unicharm Corp ORD 4.32
Tata Consultancy Services Ltd ORD 3.46
Asustek Computer Inc ORD 3.46
Hong Kong and China Gas Co Ltd ORD 3.36
Kotak Mahindra Bank Ltd ORD 3.03
MediaTek Inc ORD 2.89
30/06/2016

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 size1,098Mn
  • 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).