Jupiter Asian Income Fund I GBP Inc

Name
Jupiter Asian Income Fund I GBP Inc
Manager
Jupiter Unit Trust Managers Ltd
Type
Unit Trust
ISIN
GB00BZ2YMT70
Sector
Asia Pacific Excluding Japan
Launched
02/03/2016
OCF
0.98 %
Risk Rating
3
3 Year Sharpe
0.86
3 Year Alpha
4.16
Yield
3.8 %
Benchmark
FTSE AW AP Ex JPN TR GBP
To provide income together with the prospect of capital growth to achieve a return, net of fees, higher than that provided by the FTSE AW Asia Pacific Ex Japan index over the long term (at least five years). The Fund aims to provide a level of income at least 20% higher than provided by the FTSE AW Asia Pacific Ex Japan index.
Holding %
Samsung Electronics Co Ltd Participating Preferred 6.01 %
Sands China Ltd 5.94 %
Taiwan Semiconductor Manufacturing Co Ltd 5.70 %
Link Real Estate Investment Trust 5.54 %
Ping An Insurance (Group) Co. of China Ltd Class H 4.81 %
MediaTek Inc 4.77 %
Embassy Office Parks REIT 4.06 %
Macquarie Group Ltd 4.01 %
Hon Hai Precision Industry Co Ltd 3.79 %
DBS Group Holdings Ltd 3.71 %
Region %
Asia - Developed 54.74 %
Australasia 24.65 %
Asia - Emerging 17.13 %
Sector %
Technology 24.66 %
Real Estate 20.55 %
Financial Services 20.47 %
Consumer Cyclical 12.63 %
Industrials 8.49 %
Communication Services 6.21 %
Name
Jupiter Unit Trust Managers Ltd
Address
SW1E 6SQ, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Jason Pidcock
Joined 03/02/2016

Jason joined Jupiter in 2015 and is currently Head of Strategy, Asian Income as well as the manager. Before joining Jupiter, Jason is a portfolio manager with BNY Mellon (formerly Newton Asset Management), his employer since 2004. Previously he worked at BP, where he was responsible for stock selection and asset allocation in the Asia Pacific ex-Japan region for the BP pension fund. Prior to this, Jason started his career with Henderson Global Investors, where he was assistant fund manager between 1993 and 1996. He was one of a team of six covering 11 stock markets in the Pacific ex-Japan region.

Data provided by Morningstar.

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