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Stewart Investors Asia Pacific A GBP Acc

Ranked 356 out of 425 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 : 31/12/2016 - 31/12/2017
  • Rank 356/425 Total Return
  • Rank 168/425 Standard Deviation
  • Rank 370/425 Max Drawdown
Fund Name Currency Return
354 Essor Asie Opportunites USD

26.9%

355 CI Asian Tiger

Currency exposure is hedged

Currency exposure is hedged

AUD

26.9%

356 Stewart Investors Asia Pacific A GBP Acc USD

26.8%

357 Liontrust Asia Income Fund (R) USD

26.7%

358 Alquity SICAV-Alquity Asia M USD USD

26.1%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 26.8% 8.8% 3.3% 1.5% 11.1%
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 6.3% -3.0% 4.9% 3.6% 0.7%
1994 -9.6% -15.1% 4.6% 9.7% -7.2%
1993 74.2% 9.6% 4.8% 11.6% 36.0%
1992 27.2% 11.7% 13.8% -4.5% 4.8%
1991 29.8% 15.6% 2.3% 3.4% 6.2%
1990 -8.0% 3.2% 5.3% -19.5% 5.2%
1989 60.5% 16.6% 7.1% 21.3% 6.0%
1988 -7.5% 9.4%

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 size124Mn
  • Base currencyGBP
  • ISIN GB0030183890

Purchase Info

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

Charges

  • Annual management1.75%
  • Initial investment1.75

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