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Standard Life Inv Pacific Basin

Ranked 61 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 broad based 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. The fund may use derivatives to reduce risk or cost or to generate additional capital or income at low risk, or to meet its investment objective.

Performance

Asia Pacific Excluding Japan over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.7% -3.4%
2017 40.4% 14.2% 6.8% 5.6% 8.9%
2016 5.6% -0.2% -1.9% 16.4% -7.3%
2015 -10.1% 4.2% -1.3% -17.1% 5.4%
2014 0.0% 0.4% 5.8% -4.3% -1.7%
2013 9.7% 2.9% -7.2% 14.0% 0.7%
2012 18.9% 11.9% -9.9% 10.3% 7.0%
2011 -15.9% 0.6% -1.0% -20.1% 5.7%
2010 19.2% 3.4% -10.1% 17.8% 8.9%
2009 79.4% 3.0% 31.4% 25.2% 5.9%
2008 -51.4% -10.5% -2.8% -27.3% -23.1%
2007 32.5% 4.0% 15.0% 14.7% -3.3%
2006 30.8% 6.1% 1.0% 4.9% 16.4%
2005 17.9% 1.2% 3.0% 10.2% 2.6%
2004 15.2% 7.0% -9.7% 6.5% 12.0%
2003 42.4% -3.9% 13.9% 15.5% 12.7%
2002 -9.8% 7.4% -4.4% -11.9% -0.3%
2001 -7.5% -8.8% 0.9% -22.5% 29.8%
2000 -26.6% -1.4% -13.2% -7.4% -7.5%
1999 51.9% 5.9% 26.9% -9.7% 25.2%
1998 -8.1% 6.1% -24.4% -4.7% 20.4%
1997 -32.4% -4.6% 6.3% -15.1% -21.5%
1996 11.3% 8.6% -0.9% -2.1% 5.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2018

Top 10 Holdings

Stock Size
Taiwan Semiconductor Manufacturing Co Ltd ORD 4.81%
Tencent Holdings Ltd ORD 4.59%
Alibaba Group Holding Ltd DR 4.58%
Samsung Electronics Co Ltd ORD 3.48%
SLI Glo SICAV China Equities Z USD 3.26%
Australia and New Zealand Banking Group Ltd ORD 2.46%
Aristocrat Leisure Ltd ORD 2.14%
China Construction Bank Corp ORD 2.11%
Ping An Insurance Group Co of China Ltd ORD 2.00%
BHP Billiton PLC ORD 1.98%
31/07/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date15/05/1986
  • Share Class size2,188Mn
  • Base currencyGBP
  • ISIN GB0008396797

Purchase Info

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

Charges

  • Annual management0.75%

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