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Stewart Investors Asia Pacific A GBP Acc

Ranked 392 out of 426 in - Asia Pacific Excluding Japan over 12 months
All calculations are in USD unless stated

Managed by

Tom Allen

Tom Allen is a co-manager and analyst with the St Andrews Partners team at Stewart Investors. He joined the team in January 2013. Tom is responsible for providing research support for the portfolio managers, covering primarily the Asia Pacific ex-Japan region and all industry sectors. He holds a BA (Hons) in History from University College London (2011).

Ashish Swarup

Ashish Swarup is Lead Portfolio Manager for several of Stewart Investors Global Emerging Market strategies and Lead Portfolio Manager of one of their Asian ones. He has over a decade’s experience in managing equity investments. Prior to joining Stewart Investors, he was Portfolio Manager (Global Emerging Markets) at Fidelity Management & Research and Fidelity Investments. Ashish has a Degree in Electronics and Communication Engineering from the Indian Institute of Technology, a Post Graduate Diploma in Management from the Indian Institute of Management, and holds a MBA from INSEAD in France.

Objective

The Fund invests in equities issued by companies that are incorporated, or listed, or which conduct the majority of their economic activity in the Asia Pacific region (excluding Japan, including Australasia).

Performance

Asia Pacific Excluding Japan over : 31/08/2016 - 31/08/2017
  • Rank 392/426 Total Return
  • Rank 23/426 Standard Deviation
  • Rank 152/426 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 8.8% 3.3%
2016 4.4% 2.8% 1.4% 6.6% -6.0%
2015 -5.6% 4.5% -0.7% -11.8% 3.2%
2014 14.2% 1.7% 10.4% 2.5% -0.7%
2013 4.3% 1.0% -5.1% 4.6% 4.0%
2012 25.7% 11.0% -3.7% 13.1% 3.9%
2011 -9.2% -2.2% 3.7% -13.2% 3.1%
2010 25.4% 2.6% -4.4% 18.6% 7.8%
2009 56.8% -2.1% 29.7% 19.3% 3.5%
2008 -41.7% -5.5% -5.7% -19.0% -19.2%
2007 38.7% 6.0% 13.8% 11.7% 3.0%
2006 33.2% 8.1% -0.3% 6.1% 16.5%
2005 25.7% 2.9% 4.1% 12.2% 4.7%
2004 19.1% 5.9% -9.1% 9.4% 13.1%
2003 47.5% -3.1% 15.4% 14.7% 15.1%
2002 1.1% 12.5% 0.4% -11.2% 0.7%
2001 17.7% 2.1% 12.2% -15.1% 21.2%
2000 -16.5% 0.9% -3.2% -8.3% -6.8%
1999 54.4% -2.3% 42.7% -5.6% 17.3%
1998 -5.1% 7.5% -21.1% -12.4% 27.8%
1997 -28.1% -5.3% 6.9% -4.2% -25.9%
1996 21.9% 10.5% 2.2% 0.2% 7.7%
1995 0.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Ireland
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Sweden
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date30/06/1988
  • Share Class size131Mn
  • Base currencyGBP
  • ISIN GB0030183890

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.75%
  • 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).