Edison Investment Research - Scottish Oriental Smaller Companies Trust PLC (SST) Long-term investment in Asian small caps

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Edison Investment Research

Mel Jenner

Long-term investment in Asian small caps

Scottish Oriental Smaller Companies Trust (SST) aims to generate long-term capital growth by investing in a portfolio of small-cap Asia ex-Japan equities. Vinay Agarwal is the interim lead fund manager while Wee-Li Hee is on maternity leave; he is assisted by Martin Lau, Scott McNab and the broader First State Stewart Asia team. Stocks are selected on a bottom-up basis, with a view to preserving capital on the downside as well as achieving capital growth. SST has significantly outperformed the peers and the MSCI AC Asia ex-Japan and MSCI AC Asia ex-Japan Small Cap indices over both five and 10 years.

10/11/2016 8 EN

Underlying

Scottish Oriental Smaller Companies Trust PLC

Scottish Oriental Smaller Companies Trust is an investment trust. Co. invests mainly in the shares of smaller Asian quoted companies. For investment purposes, the investment region includes China, Hong Kong, India, Indonesia, Malaysia, Pakistan, Philippines, Singapore, South Korea, Sri Lanka, Taiwan, Thailand and Vietnam. As of Aug 31 2017, Co.'s investment portfolio totaled £338.4 million.

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GB0007836132 London Stock Exchange United Kingdom

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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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Analysts

Mel Jenner

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Long-term investment in Asian small caps

Scottish Oriental Smaller Companies - Asian small-cap specialist, unloved asset class

1 director bought

Scottish Oriental Smaller Companies - Small-cap specialist, repositioned for growth

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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