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Schroder Asian Alpha Plus

Ranked 84 out of 428 in - Asia Pacific Excluding Japan over 12 months
All calculations are in USD unless stated

Managed by

Matthew Dobbs

Matthew Dobbs was born in Belfast in 1959. He graduated from Oxford University with a BA in history and economics. Matthew started his career with Schroders in 1981 as a UK investment analyst and in 1983 he was seconded to New York. He became head of the investment division in Singapore in 1985 and in 1987 he took over responsibility for managing Pacific equity portfolios in London. In 1996 Matthew was the managing director of Schroder Investment Management in South East Asia and since 1999 he has been based in the London office. He is currently the head of global and international small cap equities and an advisor to the global and international equity team. Matthew has been managing funds for over 25 years.

Objective

The Fund aims to provide capital growth by investing in equity and equity related securities of Asian companies, excluding Japan.The Fund invests at least 80% of its assets in equity and equity related securities of Asian companies, excluding Japan.The Fund may also invest in fixed income securities, real estate investment trusts,collective investment schemes, warrants and money market instruments, and hold cash.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Asia Pacific Excluding Japan over : 31/07/2017 - 31/07/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.6% -2.8%
2017 48.8% 16.1% 11.0% 6.0% 9.0%
2016 4.6% 0.2% -1.6% 14.5% -7.2%
2015 -7.0% 3.6% -1.6% -12.7% 4.5%
2014 4.3% 1.2% 4.6% -0.2% -1.3%
2013 -0.3% 1.0% -7.0% 4.7% 1.4%
2012 28.1% 16.9% -7.7% 12.9% 5.2%
2011 -11.4% -1.3% 2.5% -20.9% 10.8%
2010 28.8% 3.7% -6.4% 19.3% 11.3%
2009 99.2% 7.5% 40.5% 20.7% 9.2%
2008 -54.1% -12.0% -5.3% -27.9% -23.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/11/2007
  • Share Class size191Mn
  • Base currencyGBX
  • ISIN GB00B284G093

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).