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In the table below, we organise our featured funds into different categories to guide you towards funds that are suitable for your needs.
Investment Association sector definition: Funds which invest at least 80% of their assets in Asia Pacific equities and exclude Japanese securities.
| Fund Name | List Type | SRRI* | Fund Snapshot | |
|---|---|---|---|---|
| Larger-Cap, Blend | ||||
| abrdn Asia Pacific Equity | 6 | An Asia Pacific ex Japan equity fund that is invested predominately in larger companies. The approach is distinctly bottom-up, with the search for quality and growth at the forefront of the team's analysis. Within its sector, the fund features in our 'Larger-Cap, Blend' category. | ||
| Man Asia (ex Japan) Equity | 6 | An Asia ex Japan equity fund that is managed flexibly with no pre-determined style bias. The manager aims to navigate the fund through different market cycles with consistency. The focus is upon earnings revisions, and the team looks for those companies that have the greatest potential in this regard. Within its sector, the fund features in our 'Larger-Cap, Blend' category. | ||
| Schroder Asian Alpha Plus | 6 | A best ideas Asia Pacific ex Japan equity fund where the managers have a focus upon earnings, sustainable returns and solid valuation support. The approach is flexible and benefits from the experience of the managers, together with the breadth of the research resource. Within its sector, the fund features in our 'Larger-Cap, Blend' category. | ||
| ** Stewart Investors Asia Pacific Leaders | 5 | An Asia Pacific equity fund that is managed in a distinctive style with the principle of stewardship at its heart. The team invests with an absolute return mindset, with long-term sustainability themes being the key drivers of the portfolio. Unusually, the fund features in the IA Specialist sector but when compared to other Asian equity funds, we categorise it as 'Larger-Cap, Blend'. | ||
| Larger-Cap, Growth-Biased | ||||
| Fidelity Asia | 6 | A flexible, large and mid-cap Asia ex Japan equity fund. The manager seeks to identify companies that are trading at discounts to his view of intrinsic value, with the fund managed according to a 'growth at the right price' ethos. Within its sector, the fund features in our 'Larger-Cap, Growth-Biased' category. | ||
| JPM Asia Growth | 6 | A high conviction, Asia Pacific ex Japan equity fund. The approach is based upon the identification of companies with superior growth and quality credentials. Within its sector, the fund features in our 'Larger-Cap, Growth-Biased' category. | ||
| All-Cap, Value-Biased | ||||
| Invesco Asian | 6 | An Asia Pacific ex Japan equity fund that is managed according to a valuation-aware investment approach. The manager seeks to capitalise upon market inefficiencies to invest in stocks trading at a discount to his view of intrinsic value. Within its sector the fund features in our 'All-Cap, Value-Biased' category. | ||
| Dividend Focus | ||||
| Schroder Asian Income | 5 | An income-orientated, Asia Pacific ex Japan equity fund. The approach is research-intensive, with the manager aiming to deliver an annual yield of 3.5% to 4% over rolling 3-year periods. Within its sector, the fund features in our 'Dividend Focus' category. | ||
| * A fund's KIID Synthetic Risk and Reward Indicator (SRRI) is a regulatory measurement that is, where possible, calculated from the volatility of a fund’s weekly performance over a five-year period. This is calculated by and sourced from third party Asset Managers, who submit this information to data providers. The methodology is set by the Committee of European Securities Regulators (CESR). In producing this report, we have used the SRRI scores of the oldest/primary share classes, as determined by Morningstar Direct (our data supplier), but we do not vouch for their accuracy. It is important to note that different share classes may have differing SRRI scores and that SRRI scores can change at any time. | ||||
| ** Stewart Investors Asia Pacific Leaders resides in the IA Specialist sector, see comment in the full report. | ||||
At The Adviser Centre, our primary aim is to support financial professionals in their fund selection and suitability work through independently-minded research, borne of decades of industry experience. Our process is framed by the fundamental concepts of “quality”, “value” and “utility”, through which we answer the key questions of why to invest in a fund, how it is likely to behave and how it can be deployed.
The Adviser Centre team members are some of the most experienced in the fund research industry. We can always look forward to robust and constructive discussions and we have great respect for their views and perspectives, which, given the breadth of their fund and market knowledge, come from an extremely well-informed position.
We have known and worked with the team for several years and we value their experience and the insights they provide to our own investment process. The service differentiates itself by its more focused nature and the information on their factsheets is useful in emphasising a fund’s key mandate, exposure and style biases, helping to explain the risk/return journey that our customers can expect.
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