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Schroder Asian Alpha Plus

Ranked 24 out of 191 in - Asia Pacific Excluding Japan over 12 months
All calculations are in GBP unless stated

Managed by

Matthew Dobbs

Matthew Dobbs was born in Belfast in 1959. He graduated from Oxford University with a BA in history and economics. Matthew started his career with Schroders in 1981 as a UK investment analyst and in 1983 he was seconded to New York. He became head of the investment division in Singapore in 1985 and in 1987 he took over responsibility for managing Pacific equity portfolios in London. In 1996 Matthew was the managing director of Schroder Investment Management in South East Asia and since 1999 he has been based in the London office. He is currently the head of global and international small cap equities and an advisor to the global and international equity team. Matthew has been managing funds for over 25 years.


The Fund's investment objective is to maximise capital growth through investment in securities with the emphasis on companies in the Asia (ex Japan) region. Fixed interest securities and real estate investment trusts (REITs) may be included in the portfolio. Investments will be primarily in directly held transferable securities. The fund may also invest in collective investment schemes, cash, deposits, derivatives, warrants and money market instruments.

Showing fund performance in United Kingdom View performance globally


Asia Pacific Excluding Japan over : 31/03/2016 - 31/03/2017
  • Rank 24/191 Total Return
  • Rank 171/191 Standard Deviation
  • Rank 144/191 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 14.7%
2016 24.8% 2.7% 5.8% 17.8% -2.5%
2015 -1.6% 8.9% -7.1% -9.4% 7.4%
2014 10.8% 0.6% 2.0% 5.3% 2.7%
2013 -2.1% 8.2% -6.9% -1.9% -0.9%
2012 22.4% 13.7% -6.0% 9.6% 4.5%
2011 -10.7% -3.6% 2.3% -18.5% 11.1%
2010 32.9% 10.3% -5.1% 13.3% 12.0%
2009 77.3% 7.9% 22.3% 24.3% 8.2%
2008 -36.5% -11.9% -5.4% -19.5% -5.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
Taiwan Semiconductor Manufacturing Co Ltd ORD 6.59
Tencent Holdings Ltd ORD 5.12
Alibaba Group Holding Ltd DR 5.00
AIA Group Ltd ORD 4.27
Samsung Electronics Co Ltd DR 3.38
China Pacific Insurance Group Co Ltd ORD 3.01
LG Chem Ltd ORD 3.00
Jardine Strategic Holdings Ltd ORD 2.85
Hon Hai Precision Industry Co Ltd ORD 2.66
Schroder AsiaPacific Fund PLC 2.53

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/11/2007
  • Share Class size169Mn
  • Base currencyGBP
  • ISIN GB00B284G093

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment5,000


  • Annual management1.50%
  • Initial investment0

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Dobbs goes on discovery tour with Schroder small-cap launch

Schroders is launching a Small Cap Discovery fund for Matthew Dobbs, investing in companies in Asia and the emerging markets.

Schroders to merge Pacific fund with Dobbs' Asian Alpha Plus

Schroders is planning to merge Manish Bhatia's Schroder Pacific fund into Matthew Dobbs' Asian Alpha Plus fund in May, subject to unit holder approval.

Matthew Dobbs: Don't pay too much for China's consumer boom

Schroder’s Asia investment veteran Matthew Dobbs has warned that investors may be paying too much to gain exposure to the Chinese growth story.

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