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Stewart Investors Asia Pacific A GBP Acc

Ranked 362 out of 432 in - Asia Pacific Excluding Japan over 12 months
All calculations are in USD unless stated

Managed by

Ashish Swarup

Ashish Swarup is Lead Portfolio Manager for several of Stewart Investors Global Emerging Market strategies and Lead Portfolio Manager of one of their Asian ones. He has over a decade’s experience in managing equity investments. Prior to joining Stewart Investors, he was Portfolio Manager (Global Emerging Markets) at Fidelity Management & Research and Fidelity Investments. Ashish has a Degree in Electronics and Communication Engineering from the Indian Institute of Technology, a Post Graduate Diploma in Management from the Indian Institute of Management, and holds a MBA from INSEAD in France.

Angus Tulloch

Angus Tulloch is a Senior Analyst at Stewart Investors. He established the team in 1988. His primary focus is stock selection and portfolio construction for Asia Pacific funds. Angus graduated from Cambridge University in 1970 with a BA (Honours) in Economics and History.

Objective

The Fund invests in 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).

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

Performance

Asia Pacific Excluding Japan over : 31/03/2016 - 31/03/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 8.8%
2016 4.4% 2.8% 1.4% 6.6% -6.0%
2015 -5.6% 4.5% -0.7% -11.8% 3.2%
2014 14.2% 1.7% 10.4% 2.5% -0.7%
2013 4.3% 1.0% -5.1% 4.6% 4.0%
2012 25.7% 11.0% -3.7% 13.1% 3.9%
2011 -9.2% -2.2% 3.7% -13.2% 3.1%
2010 25.4% 2.6% -4.4% 18.6% 7.8%
2009 56.8% -2.1% 29.7% 19.3% 3.5%
2008 -41.7% -5.5% -5.7% -19.0% -19.2%
2007 38.7% 6.0% 13.8% 11.7% 3.0%
2006 33.2% 8.1% -0.3% 6.1% 16.5%
2005 25.7% 2.9% 4.1% 12.2% 4.7%
2004 19.1% 5.9% -9.1% 9.4% 13.1%
2003 47.5% -3.1% 15.4% 14.7% 15.1%
2002 1.1% 12.5% 0.4% -11.2% 0.7%
2001 17.7% 2.1% 12.2% -15.1% 21.2%
2000 -16.5% 0.9% -3.2% -8.3% -6.8%
1999 54.4% -2.3% 42.7% -5.6% 17.3%
1998 -5.1% 7.5% -21.1% -12.4% 27.8%
1997 -28.1% -5.3% 6.9% -4.2% -25.9%
1996 21.9% 10.5% 2.2% 0.2% 7.7%
1995 0.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/11/2016

Top 10 Holdings

Stock Size
GBP Cash 5.90
Oversea-Chinese Banking Corporation Ltd ORD 4.22
Standard Foods Corp ORD 4.02
Tata Consultancy Services Ltd ORD 3.49
Brambles Ltd ORD 3.24
Newcrest Mining Ltd ORD 3.18
CSL Ltd ORD 2.81
Delfi Ltd ORD 2.50
Cyient Ltd ORD 2.48
Asustek Computer Inc ORD 2.47
30/11/2016

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Ireland
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Sweden
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date30/06/1988
  • Share Class size138Mn
  • Base currencyGBP
  • ISIN GB0030183890

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.75%
  • Initial investment4

Related News

Emerging markets veteran Angus Tulloch to retire

Citywire A-rated manager to call time on lengthy investment career and step down from Stewart Investors.

Veterans Tulloch, Asante and Gait in major First State fund changes

Trio of experienced investors to hand over fund management responsibilities amid widespread shuffle at investment firm.

Angus Tulloch: buying high yield like 'riding a tiger'

The Asia Pacific veteran remains in cautious mode, wary of high yielding companies that can't deliver, and Singapore's overheating property market.

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