Pacific Assets Trust
|Vitasoy International Holdings Ltd||8.00 %|
|Tech Mahindra Ltd||6.52 %|
|Unicharm Corp||3.51 %|
|Marico Ltd||3.10 %|
|Delta Electronics Inc||2.89 %|
|Manila Water Co Inc||2.61 %|
|Housing Development Finance Corp Ltd||2.48 %|
|Kotak Mahindra Bank Ltd||2.31 %|
|Bank OCBC NISP Tbk||2.15 %|
|Kasikornbank Public Co Ltd||2.09 %|
|Asia - Emerging||67.86 %|
|Asia - Developed||23.22 %|
|Consumer Defensive||29.07 %|
|Financial Services||20.15 %|
|Consumer Cyclical||7.44 %|
Douglas joined the team in January 2016 and is responsible for generating investment ideas for the Stewart Investors Sustainable Funds Group across all sectors in emerging and developed markets. Prior to joining the team Doug worked as an analyst in the Stewart Investors Asia Pacific team for three years upon graduation from university. Douglas holds an MA in Business Studies and Accountancy from the University of Edinburgh.
David Gait is Senior Portfolio Manager with First State Investments’ Global Emerging Markets/Asia Pacific (ex-Japan) team, having joined the company in 1997. David took on portfolio manager responsibilities in December 2005 managing the First State Asia Pacific Sustainability Fund. In August 2008 he was appointed lead portfolio manager of the First State India Subcontinent Fund. In early 1999, he joined the Asia Pacific (ex-Japan) desk as Senior Analyst. Having initially covered Korea, Taiwan and the Indian Sub-continent until the end of 2000, he then focused his research efforts on China and South-East Asia. David now covers all emerging markets with a specific focus on SRI and macro research. David holds an MA with honours in Economics from Cambridge University, and holds a Master of Science in Investment Analysis from Stirling University. He is an Associate member of the UK Society of Investment Professionals.
Data provided by Morningstar.
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