Report

Review: Selecting for value and growth in Asia

Schroder AsiaPacific Fund (SDP) aims to achieve long-term capital growth by investing in companies across Asia, excluding Japan. Matthew Dobbs has managed the portfolio since launch in 1995 focusing on individual stock selection supported by Schroders’ considerable Asian research resource. A bias towards value can prompt some contrarian positions while ‘real’ growth stocks such as Baidu also have a place in the fund. Performance has been ahead of the benchmark since inception and over most periods, with a notable pick-up in absolute and relative performance over the last year.
Underlying
Schroder Asia Pacific Fund PLC

Schroder Asia Pacific Fund is an investment trust company. Co. invests primarily in equities of companies located in the continent of Asia (excluding the Middle East and Japan), together with the Far Eastern countries bordering the Pacific Ocean. The portfolio is primarily invested in equities, but may also be invested in other financial instruments such as put options on indices and equities in the region. Co. has appointed Schroder Unit Trusts Limited as the Alternative Investment Fund Manager.

Provider
Edison Investment Research
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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