Edison Investment Research - Invesco Asia Trust PLC (IAT) Review: Focused portfolio unconstrained by benchmark

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Edison Investment Research

Review: Focused portfolio unconstrained by benchmark

Invesco Asia Trust (IAT) is a specialist, actively-managed closed-end fund that aims to achieve long-term capital growth through investing in a diversified portfolio of companies in the Asia-Pacific region excluding Japan. Sector and geographic allocations are not constrained by the benchmark, which will change in May 2015 to an index excluding Australia, reflecting IATâ€™s historical underweight to that market. Performance has been ahead of the benchmark over one, three, five and 10 years and IATâ€™s 1.8% yield is above average among peers focused on capital growth.

20/02/2015 8 EN

Underlying

Invesco Asia Trust PLC

INVESCO Asia Trust is an investment company. Co is engaged in investing the pooled funds of its shareholders, according to its specified investment objective and policy. Co. has contracted with an external investment manager, Invesco Fund Managers Limited, to manage its investments and for its general administration. Other administrative functions are contracted to external service providers.

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GB0004535307 London Stock Exchange United Kingdom

Provider

Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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Review: Focused portfolio unconstrained by benchmark

Edison issues update on Invesco Asia Trust (IAT): Ready to exploit valuation dislocations in Asia

Invesco Asia Trust - Ready to exploit valuation dislocations in Asia

Invesco Asia Trust - Conviction pays off

Basilea Pharmaceutica - Cresemba milestone payments continue to roll in

AAC Clyde Space - Solid start to the year with further order growth

Tinexta - Typical seasonality in Q124

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