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Newton Oriental

Ranked 133 out of 192 in - Asia Pacific Excluding Japan over 12 months
All calculations are in GBP unless stated

Managed by

Caroline Keen

Caroline Keen is a portfolio manager in the Emerging and Asian Equity team at Newton Investment Management. She joined the firm in 2009 and prior to this she began her career at BlackRock within the global consultant relations group. Caroline has eight years’ investment experience.

Objective

To achieve capital growth by investing in securities predominantly Asian and in Pacific markets including Australia and New Zealand but excluding Japan. The Fund will: invest in the Asia Pacific region excluding Japan; invest in both developed and emerging Asia Pacific countries; invest in company shares and similar investments; invest in companies of all sizes (e.g. small, medium and large companies) and in any industry (e.g. pharmaceuticals, financials, etc); and limit investment in other collective investment schemes to 10%.

Showing fund performance in United Kingdom View performance globally

Performance

Asia Pacific Excluding Japan over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.3% 6.2% 0.6%
2016 23.7% 7.4% 5.9% 12.3% -3.1%
2015 -6.6% 8.9% -11.0% -10.1% 7.1%
2014 3.4% 0.9% 2.0% 2.7% -2.2%
2013 -3.7% 11.3% -6.4% -3.0% -4.8%
2012 10.1% 10.0% -8.6% 9.2% 0.3%
2011 -18.3% -3.0% 0.1% -16.9% 1.3%
2010 31.0% 9.4% -5.3% 15.0% 10.0%
2009 48.3% 2.2% 13.2% 19.9% 6.9%
2008 -29.2% -10.7% -1.4% -18.8% -1.1%
2007 34.8% 5.3% 9.5% 10.4% 6.0%
2006 18.7% 11.5% -5.2% 3.2% 8.9%
2005 36.7% 2.9% 7.8% 16.5% 5.8%
2004 10.5% 4.4% -5.2% 5.2% 6.2%
2003 33.2% -3.6% 12.6% 15.5% 6.2%
2002 -18.6% 16.7% -12.5% -15.4% -5.8%
2001 6.4% 0.9% 4.1% -20.7% 27.7%
2000 -5.5% 17.6% -5.8% -6.7% -8.6%
1999 72.7% 3.3% 37.5% -10.8% 36.3%
1998 -7.8% 6.9% -26.0% -5.9% 23.9%
1997 -24.4% -0.6% 8.7% -6.4% -25.3%
1996 -6.2% 7.7% -3.2% -1.7% -8.4%
1995 8.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
Tencent Holdings Ltd ORD 5.98
Taiwan Semiconductor Manufacturing Co Ltd ORD 5.84
Samsung Electronics Co Ltd ORD 5.76
Alibaba Group Holding Ltd DR 5.41
AIA Group Ltd ORD 4.58
Vakrangee Ltd ORD 4.54
ITC Ltd ORD 4.23
Apollo Hospitals Enterprise Ltd ORD 3.95
Sands China Ltd ORD 3.27
Samsung SDI Co Ltd ORD 3.22
30/06/2017

Registered For Sale In

  1. Austria
  2. Chile
  3. Germany
  4. Spain
  5. United Kingdom

Fund Info

  • Launch date30/11/1990
  • Share Class size204Mn
  • Base currencyGBP
  • ISIN GB0006781289

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment25,000

Charges

  • Initial investment0

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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).