Threadneedle Asia Fund Z Accumulation GBP

Threadneedle Asia Fund Z Accumulation GBP
Threadneedle Investment Services Ltd
Open Ended Investment Company
Asia Pacific Excluding Japan
0.93 %
Risk Rating
3 Year Sharpe
3 Year Alpha
1.4 %
The fund seeks to achieve capital growth. The ACD’s investment policy is to invest the assets of the Fund primarily in the equity of companies domiciled in Asia (with the exclusion of Japan) or with significant Asian (excluding Japan) operations. It may further invest in other securities including fixed interest securities, other equities and money market securities. The Fund may invest up to 40% of its Net Asset Value in China A-Shares through the China-Hong Kong Stock Connect Programme.
Holding %
Samsung Electronics Co Ltd 6.75 %
Taiwan Semiconductor Manufacturing Co Ltd 6.20 %
Alibaba Group Holding Ltd ADR 5.74 %
Tencent Holdings Ltd 5.15 %
AIA Group Ltd 4.19 %
BHP Group Ltd 3.36 %
Ping An Insurance (Group) Co. of China Ltd Class H 3.04 %
CSL Ltd 3.03 %
MediaTek Inc 2.62 %
HDFC Bank Ltd 2.42 %
Region %
Asia - Emerging 42.88 %
Asia - Developed 41.38 %
Australasia 14.86 %
Sector %
Financial Services 28.08 %
Technology 20.65 %
Consumer Cyclical 11.37 %
Communication Services 8.88 %
Real Estate 7.50 %
Energy 5.54 %
Consumer Defensive 5.47 %
Threadneedle Investment Services Ltd
EC4N 6AG, London, United Kingdom
Legal Structure
Open Ended Investment Company


Soo Nam Ng
Joined 06/01/2019

Mr Ng joined Threadneedle Investments in October 2013 as Head of Asian Equities based in Singapore. He is responsible for building the investment process in Singapore and expanding the firm’s offering for Asian investors. Currently he supports the team on research for stocks listed in Hong Kong. Before joining Threadneedle Mr Ng was Chief Investment Officer at Nikko Asset Management. Mr Ng has extensive experience in the industry and prior to this he was Chief Investment Officer at Mirae Asset Global Investment Management and a fund manager at Schroder Investment Management. He has an Economics degree from the University of Adelaide in Australia and is a CFA Charterholder.​

George Gosden
Joined 10/01/2018

George Gosden joined the company in 2010 as a senior portfolio manager. He is the Deputy Head of Asia ex Japan Equities team and has research responsibility for the technology sector and the markets of Taiwan and Korea. He also manages the Threadneedle (Lux) Asian Equity Income fund and a number of institutional portfolios. Before joining the company, George was a director at Insight Investment, where he managed retail and institutional funds for the Asia and international equity teams. He previously managed Asia equities at Clerical Medical and Equitable Life. George has MA in economic development and international trade and a BA in economics from the University of Nottingham.

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