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

Name
Stewart Investors Asia Pacific Leaders Fund Class B (Accumulation) GBP
Manager
First State Investments (UK) Ltd
Type
Open Ended Investment Company
ISIN
GB0033874768
Sector
Specialist
Launched
01/12/2003
OCF
0.88 %
Risk Rating
1
3 Year Sharpe
0.50
3 Year Alpha
2.21
Yield
0.9 %
Benchmark
MSCI AC Asia Pac Ex JPN NR EUR
The Fund aims to achieve long-term capital growth. The Fund invests 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 6.57 %
CSL Ltd 5.92 %
Unicharm Corp 5.01 %
Tech Mahindra Ltd 4.86 %
President Chain Store Corp 4.84 %
Hoya Corp 4.55 %
Oversea-Chinese Banking Corp Ltd 4.35 %
Mahindra & Mahindra Ltd 4.30 %
Housing Development Finance Corp Ltd 4.02 %
Kotak Mahindra Bank Ltd 3.54 %
Region %
Asia - Emerging 47.28 %
Asia - Developed 24.57 %
Japan 15.19 %
Australasia 12.38 %
Sector %
Consumer Defensive 25.65 %
Technology 22.09 %
Financial Services 21.16 %
Healthcare 19.03 %
Name
First State Investments (UK) Ltd
Address
EC2M 7EB, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

David Gait
Joined 06/30/2016

David is responsible for leading the Stewart Investors Sustainable Funds group and generating investment ideas across all sectors in emerging and developed markets. David Gait joined the company in 1997. David holds an MA with honours in Economics from Cambridge University, and holds a Master of Science in Investment Analysis from Stirling University.

Sashi Reddy
Joined 06/30/2016

Sashi Reddy joined the team in August 2007 and is responsible for generating ideas across the Stewart Investors Sustainable Funds group. Before joining the company, Sashi worked at Irevna Research, an Indian equities research house from 2005 to 2007. Sashi brings with him 13 years of experience, ten years of which were in the financial services industry. 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.

Data provided by Morningstar.

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