Stewart Investors Asia Pacific Leaders Fund Class B (Accumulation) GBP

Name
Stewart Investors Asia Pacific Leaders Fund Class B (Accumulation) GBP
Manager
First State Investment Mgmt (UK) Ltd
Type
Open Ended Investment Company
ISIN
GB0033874768
Sector
Specialist
Launched
01/12/2003
OCF
0.89 %
Risk Rating
1
3 Year Sharpe
1.01
3 Year Alpha
-0.07
Yield
1.1 %
Benchmark
MSCI AC Asia Pac Ex JPN NR EUR
The Fund aims to achieve long-term capital growth by investing in large and mid capitalisation equities issued by companies that are incorporated or listed, or which conduct the majority of their economic activity, in the Asia Pacific region (excluding Japan, including Australasia).
Holding %
Tata Consultancy Services Ltd 6.49 %
Oversea-Chinese Banking Corp Ltd 5.98 %
CK Hutchison Holdings Ltd 5.49 %
Mahindra & Mahindra Ltd 4.36 %
Unicharm Corp 3.90 %
Tech Mahindra Ltd 3.89 %
CSL Ltd 3.71 %
Hong Kong and China Gas Co Ltd 3.51 %
Taiwan Semiconductor Manufacturing Co Ltd 3.51 %
Asustek Computer Inc 3.27 %
Region %
Asia - Developed 44.68 %
Asia - Emerging 39.93 %
Australasia 7.32 %
Japan 5.86 %
Sector %
Technology 28.41 %
Financial Services 20.50 %
Consumer Defensive 17.10 %
Industrials 11.40 %
Healthcare 8.84 %
Consumer Cyclical 6.85 %
Name
First State Investment Mgmt (UK) Ltd
Address
EH2 1BB, Edinburgh, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Sashi Reddy
Joined 06/01/2016

Sashi Reddy joined First State Investments’ Global Emerging Markets/ Asia Pacific (ex-Japan) team in July 2008. Sashi is an investment analyst, responsible for providing research support to portfolio managers and will have a main focus on Indian equities. Before joining First State Sashi worked at Credit Suisse First Boston from 2005 to 2007 as an analyst covering the small and mid cap European market. He also worked with Irevna, an outsourced Indian equities research house. Sashi brings with him six years of industry experience, one year of which was gained at First State in a contract role. Sashi has an engineering degree from the National Institute of Technology, Trichy and an MBA from the Schulich School of Business, York University in Toronto.

David Gait
Joined 07/01/2015

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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