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 69/110 Total Return
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Rank 44/110 Standard Deviation
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Rank 66/110 Max Drawdown
| Fund Name | Return | ||
|---|---|---|---|
| 67 | Scottish Widows Pacific Growth A Acc | 18.8% |
|
| 68 | Henderson Asian Dividend Income | 18.8% |
|
| 69 | Newton Asian Income GBP Inc | 18.8% |
|
| 70 | Old Mutual Asian Equity A GBP | 18.8% |
|
| 71 | Aberdeen Asia Pacific Equity A Acc | 18.7% |
|
| View full league table | |||
| Fund Name | Risk | ||
|---|---|---|---|
| 43 | Janus Asia U GBP Acc | 2.7 |
|
| 44 | Newton Asian Income GBP Inc | 2.7 |
|
| 45 | Hermes Asia ex Japan Equity Z GBP Acc | 2.7 |
|
| 45 | BGF Asia Pacific Equity Income A2RF GBP | 2.7 |
|
| View full league table | |||
| Fund Name | Loss | ||
|---|---|---|---|
| 64 | F&C Asian Alpha 2 Inc | -4.4% |
|
| 65 | Fidelity Asian Dividend A Acc | -4.4% |
|
| 66 | Newton Asian Income GBP Inc | -4.5% |
|
| 67 | MFS Meridian Funds Asia Pacific ex Japan A1 GBP | -4.5% |
|
| 68 | Old Mutual Invesco Perpetual Asian A Acc | -4.6% |
|
| View full league table | |||
Total Return
Quarterly Performance
| to 01/01/2015 | 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 size4,785Mn
- Base currencyGBP
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ISIN GB00B0MY6Z69
Purchase Info
- Min. initial investment1,000
- Min. additional investment0
Charges
- Annual management1.5%
- Initial investment0