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Trust Insider: how this unheralded trust beat the China bear

by James Carthew on Mar 25, 2014 at 07:30

So is PA’s recent outperformance just a happy coincidence of its investment style driving a favourable asset allocation? Maybe – but I would venture that its stock picking has had quite a big effect too and this might contribute to prolonged good performance even when China and the resources sector come back into favour.

Only one of its top 10 holdings, Marico, has disappointed over the past year and this is only down 6%. The largest holding, Tech Mahindra, an Indian IT company, is up 64% over the past year.

 

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