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Schroder Institutional Pacific

Ranked 199 out of 427 in - Asia Pacific Excluding Japan over 12 months
All calculations are in USD unless stated

Managed by

Lee King Fuei

Lee King Fuei graduated from the London School of Economics with a BSc in economics and has an M.Phil in economics from Cambridge University. He started his career with Schroders as a graduate trainee in 1999 and in 2000 he was promoted to manager. Lee King became an associate director in 2005 and in 2006 he was promoted to director. He is currently an Asian equities fund manager and is also a specialist fund manager for the Asian dividend income funds. Lee King is a CFA Charterholder and is a member of the CFA institute. He also holds the Investment Management Certificate (IMC).

Objective

The Fund aims to provide capital growth by investing in equity and equity related securities in developed markets of the Asia Pacific region. The Fund invests at least 80% of its assets in equity and equity related securities of companies in developed markets of the Asia Pacific region, excluding Japan. The Fund may also invest in other equity and equity related securities, collective investment schemes, warrants and money market instruments, and hold cash.

Performance

Asia Pacific Excluding Japan over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.8%
2017 27.5% 11.3% 2.5% 4.0% 7.4%
2016 8.6% 0.7% -0.1% 8.8% -0.7%
2015 -9.0% 3.5% -3.5% -15.3% 7.6%
2014 0.4% 4.1% 2.8% -5.5% -0.7%
2013 2.6% 5.5% -10.9% 8.7% 0.4%
2012 27.8% 11.2% -3.0% 11.2% 6.6%
2011 -11.4% 1.3% 1.2% -19.6% 7.6%
2010 21.6% 3.5% -12.5% 22.9% 9.2%
2009 69.3% -1.7% 34.7% 24.5% 2.8%
2008 -46.7% -9.9% 0.9% -24.7% -22.1%
2007 36.8% 8.0% 10.4% 15.4% -0.6%
2006 35.1% 11.3% 1.5% 4.4% 14.6%
2005 19.8% 4.1% 2.8% 10.8% 1.0%
2004 24.7% 6.5% -5.4% 8.9% 13.7%
2003 45.5% -1.5% 15.6% 12.6% 13.5%
2002 -8.7% 4.1% -2.8% -12.7% 3.4%
2001 -11.9% -14.0% 5.4% -18.9% 19.9%
2000 -10.8% -3.7% -4.5% -3.2% 0.2%
1999 55.4% 7.6% 24.0% -6.7% 24.8%
1998 -10.2% 7.0% -24.7% -5.1% 17.3%
1997 -40.7% -3.1% 3.8% -13.2% -32.1%
1996 20.0% 8.7% 1.3% 0.7% 8.2%
1995 9.8% -1.0% 7.2% 0.4% 3.1%
1994 -15.3% -19.6% 2.4% 11.8% -7.9%
1993 98.2% 10.6% 9.6% 12.6% 45.2%
1992 17.8% 6.8% 12.9% -6.1% 3.9%
1991 27.0% 15.5% 1.1% 0.0% 8.7%
1990 -7.2% -1.3% 7.5% -17.6% 6.1%
1989 18.9% 5.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/05/1989
  • Share Class size316Mn
  • Base currencyGBP
  • ISIN GB0007659567

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • Initial investment0

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