Newton Asian Income
Managed by
Jason Pidcock
Jason Pidcock graduated from Essex University, and started his career with Henderson where he was assistant fund manager between 1993 and 1996. He then joined BP where he was responsible for stock selection and asset allocation in the Asia Pacific excluding Japan region for the BP pension fund. In 2004 he joined BNY Mellon (then called Newton) where he currently manages the Newton Oriental, Mellon Asian Equity and Newton Asian Income funds. Jason's investment style is pragmatic with regard to style. He prefers a longer-term approach, which is reflected in a two to three year investment horizon. He has over 13 years of investment experience in the Asia Pacific sector.
Objective
Income and capital growth over the long-term by investing in shares (i.e. equities) and similar investments of companies listed or located in the Asia Pacific region excluding Japan.
Performance
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Rank 37/112 Total Return
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Rank 49/112 Standard Deviation
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Rank 35/112 Max Drawdown
| Fund Name | Return | ||
|---|---|---|---|
| 36 | Nordea 1 - Asian Focus Equity BP GBP | 11.0% |
|
| 37 | Newton Asian Income GBP Inc | 10.9% |
|
| 38 | Schroder Asian Alpha Plus A Acc | 10.8% |
|
| 39 | Jupiter JGF Asia Pacific L GBP A Inc | 10.8% |
|
| View full league table | |||
| Fund Name | Risk | ||
|---|---|---|---|
| 47 | Old Mutual Asia Pacific A Acc | 3.0 |
|
| 47 | Schroder Asian Alpha Plus A Acc | 3.0 |
|
| 49 | Henderson Asian Dividend Income | 3.0 |
|
| 49 | Newton Asian Income GBP Inc | 3.0 |
|
| 49 |
BSF Asia Extension A2RF GBP Hedged
Currency exposure is hedged Currency exposure is hedged |
3.0 |
|
| 49 | Fidelity Funds - Asian Special Sits A-GBP | 3.0 |
|
| 49 | Nordea 1 - Asian Focus Equity BP GBP | 3.0 |
|
| View full league table | |||
| Fund Name | Loss | ||
|---|---|---|---|
| 33 | Aberdeen Asia Pacific Equity A Acc | -4.5% |
|
| 34 | Janus Asia U GBP Acc | -4.5% |
|
| 35 | Newton Asian Income GBP Inc | -4.5% |
|
| 36 | Fidelity FAST Asia Y-ACC-GBP | -4.5% |
|
| 37 | Baillie Gifford Developed Asia Pacific A Acc | -4.5% |
|
| View full league table | |||
Total Return
Quarterly Performance
| to 31/12/2014 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2014 | 10.9% | 2.2% | 3.2% | 1.8% | 3.3% |
| 2013 | -0.8% | 13.3% | -7.2% | -1.2% | -4.5% |
| 2012 | 22.2% | 10.3% | -0.9% | 6.7% | 4.8% |
| 2011 | -0.9% | -0.9% | 2.4% | -7.7% | 5.9% |
| 2010 | 32.8% | 8.4% | -2.2% | 10.8% | 13.0% |
| 2009 | 50.8% | 0.4% | 10.4% | 24.3% | 9.4% |
| 2008 | -24.8% | -11.2% | -3.9% | -8.7% | -3.6% |
| 2007 | 20.3% | 6.6% | 9.3% | 2.4% | 0.9% |
| 2006 | 17.9% | 7.9% | -4.8% | 3.3% | 11.0% |
Month by Month Performance
Returns Vs Risk
Asset Allocation
Breakdown
Top 10 Holdings
| Stock | Size |
|---|---|
| Transurban Group | 3.67 |
| Sands China Ltd ORD | 3.17 |
| Telstra Corporation Ltd ORD | 3.16 |
| Taiwan Semiconductor Manufacturing Co Ltd ORD | 3.03 |
| Wesfarmers Ltd ORD | 2.96 |
| Woodside Petroleum Ltd ORD | 2.91 |
| Philippine Long Distance Telephone Co ORD | 2.89 |
| Wynn Macau Ltd ORD | 2.80 |
| Scentre Group | 2.73 |
| Australia and New Zealand Banking Group Ltd ORD | 2.66 |
Registered For Sale In
- Austria
- Belgium
- Chile
- France
- Germany
- Luxembourg
- Netherlands
- Spain
- Switzerland
- United Kingdom
Fund Info
- Launch date30/11/2005
- Share Class size4,927Mn
- Base currencyGBP
-
ISIN GB00B0MY6Z69
Purchase Info
- Min. initial investment1,000
- Min. additional investment0
Charges
- Annual management1.5%
- Initial investment0