THREADNEEDLE ( LUX ) DEVELOPED ASIA GROWTH AND INCOME FUND
The fund invests at least two-thirds of its assets in shares of companies in developed countries in Asia Pacific ex-Japan , or companies that have significant operations in Asia-Pacific .
Soo Nam Ng Head of Asian equities , Asia
Why the fund is different The fund focuses on the developed Asian economies of Singapore , Hong Kong and Australia , which have a fertile selection of companies offering sustainable growth and dividend opportunities . Targeting a well-balanced mix of returns from dividend yield and capital growth , the fund ensures that the strategy is relevant across different market scenarios . It also aims to deliver consistent returns by investing in high quality , resilient companies that are trading at attractive valuations .
Sales contacts
Dennis Quah Head of wholesale distribution , South East Asia
+ 65 6309 1092 dennis . quah @ columbiathreadneedle . com
Christy Yee Director , wholesale distribution , Hong Kong and China
+ 852 3798 1220 christy . yee @ columbiathreadneedle . com
Fund size : $ 30m * Domicile : Luxembourg
|
1 year |
3 year |
5 year |
Performance |
-7.03% |
N-A |
N-A |
Sector ( Asia Pacific ex Japan ) |
-11.12% |
-2.3% |
-1.77% |
Source : FE * as of 29 Feb ’ 16
Morningstar rating :
LEGG MASON QS MV ASIA PACIFIC EX JAPAN EQUITY GROWTH AND INCOME FUND
The fund seeks to provide long-term capital appreciation by investing primarily in equity securities of companies of emerging Asian countries , including Australia , New Zealand , Pakistan and Sri Lanka across broadly diversified industries .
Christopher Floyd Portfolio manager
Why the fund is different An actively-managed fund that targets market beating long-term returns with below market risk using a managed volatility investment strategy . The expected benefits of the managed-volatility process include relatively favourable returns in down markets and better long-term , risk-adjusted returns compared to higher volatility strategies across different market environments . The fund ’ s investment strategy of providing capital growth , income generation , and inflation protection , all in a volatility-controlled manner , can make it an attractive addition to a wide variety of investment portfolios .
Sales contacts
Hong Kong
Sales hotline : + 852 3652 3088 LMAMHKSales @ leggmason . com
Singapore
Sales hotline : + 65 6536 8000 LMAMSGSales @ leggmason . com
Fund size : $ 35.3m * Domicile : Ireland
|
1 year |
3 year |
5 year |
Performance |
-5.77% |
+ 3.02 % |
-1.90% |
Sector ( Asia Pacific ex Japan ) |
-11.12% |
-2.3% |
-1.77% |
Source : FE * as of 29 Feb ’ 16
Morningstar rating :
For professional investors only Fund Selector Asia Fund Insights Directory 2016 7