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Standard Life Inv Asian Pacific Growth

Ranked 207 out of 426 in - Asia Pacific Excluding Japan over 12 months
All calculations are in USD unless stated

Managed by

William Malcolm

William Malcolm is an investment director responsible for Asian equities at Standard Life Investments. He runs the SLI Asian Pacific Growth Fund using a bottom-up approach. Since joining the company in 1998, Malcolm has been investment director of various sectors. He gained an MBA in finance at the Sauder School of Business in Vancouver, an MSc in investment analysis from Stirling University and a BA and MA in biological sciences from Oxford University. He is a CFA Charter holder. Based in Edinburgh, outside of work he enjoys the cinema and theatre as well as sport and travelling.

Objective

The fund aims to provide long term growth and is designed for investors who are looking for exposure to equity markets in Asia (excluding Japan) and Australasia. The fund invests predominantly in the shares of companies listed on the stock markets in Asia (excluding Japan) and Australasia. The fund is actively managed by our investment team, who will select stocks to try to take advantage of opportunities they have identified.

Performance

Asia Pacific Excluding Japan over : 31/08/2016 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 12.6% 7.5%
2016 5.9% 0.3% 0.2% 13.3% -7.0%
2015 -9.6% 3.2% -0.1% -17.2% 5.9%
2014 0.5% 1.7% 6.4% -4.1% -3.1%
2013 11.6% 4.5% -7.0% 13.1% 1.5%
2012 21.4% 12.1% -8.5% 10.4% 7.3%
2011 -14.5% 0.2% -0.3% -19.8% 6.8%
2010 20.3% 4.2% -10.2% 17.9% 9.1%
2009 70.9% 1.4% 29.7% 24.0% 4.7%
2008 -52.5% -12.1% -2.6% -26.7% -24.4%
2007 40.1% 5.6% 18.2% 15.9% -3.1%
2006 34.0% 6.7% 0.3% 5.8% 18.4%
2005 18.0% 1.5% 2.1% 9.6% 3.9%
2004 13.0% 4.4% -9.1% 6.8% 11.5%
2003 41.9% -4.5% 14.0% 15.3% 13.1%
2002 -10.9% 7.5% -5.4% -12.1% -0.3%
2001 -4.6% -7.5% 1.5% -21.7% 29.7%
2000 -18.6% 10.4% -13.7% -7.0% -8.1%
1999 60.2% 6.2% 31.0% -8.9% 26.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2017

Top 10 Holdings

Stock Size
Tencent Holdings Ltd ORD 4.81
Samsung Electronics Co Ltd PFD 4.79
Taiwan Semiconductor Manufacturing Co Ltd ORD 4.72
National Australia Bank Ltd ORD 3.85
Alibaba Group Holding Ltd DR 3.83
Australia and New Zealand Banking Group Ltd ORD 3.40
China Construction Bank Corp ORD 2.20
Ping An Insurance Group Co of China Ltd ORD 2.04
AIA Group Ltd ORD 1.87
Hon Hai Precision Industry Co Ltd ORD 1.86
31/07/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/11/1998
  • Share Class size59Mn
  • Base currencyGBP
  • ISIN GB0004483433

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment4

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