LM MC Asia Pacific A USD Dis (A)

Ranked 36 out of 206 in - Asia Pacific Excluding Japan over 12 months
All calculations are in GBP unless stated

Managed by

Paul Danes

Paul Danes is the co-manager of Martin Currie's Asia portfolios, including the Martin Currie Asia Pacific and Asia Long-Term Unconstrained strategies. He joined Martin Currie in 2007, initially working with its Japan team before joining the Asia team in 2011. In 2012, Paul moved to Singapore as chief executive officer of its Asian subsidiary, Martin Currie Asia Pte Ltd, where, in addition to his portfolio-management duties, he conducts local research for Asian markets. Before joining Martin Currie, Paul held portfolio-management roles with Nordea Investment Funds in Luxembourg and Deutsche Asset Management in London and Tokyo.

Andrew Graham

Andrew Graham is an Investment Director at Martin Currie Investment Management, where he has worked since 2010. He specialises in the Asia region, and runs two Asia Pacific equity funds alongside Paul Danes. The duo place an emphasis on investing in high quality business capable of delivering long term returns and favour a bottom up investment approach. Andrew has held a number of roles within the industry, including positions at Sofaer Global Research as a partner and portfolio manager and at Putnam Investments where he was a senior vice president.

Objective

The fund seeks to produce long-term growth by investing in all or any of the Indian sub continent, Australia, New Zealand and the Far East, excluding Japan.

Showing fund performance in United Kingdom View performance globally

Performance

Asia Pacific Excluding Japan over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -8.3% -5.8% 3.0% -1.1% -4.4%
2017 26.3% 12.4% 2.9% 1.9% 7.3%
2016 25.6% 3.7% 9.1% 12.3% -1.2%
2015 -2.0% 10.7% -6.5% -11.8% 7.2%
2014 0.9% -3.0% 1.9% 0.2% 1.8%
2013 -0.4% 6.8% -7.2% 0.0% 0.6%
2012 15.5% 10.2% -5.4% 6.6% 4.1%
2011 -10.0% -1.9% 1.7% -15.0% 6.0%
2010 19.7% 5.1% -4.7% 11.6% 7.0%
2009 32.1% -3.5% 10.8% 18.8% 4.1%
2008 -33.3% -16.1% -4.4% -17.0% 0.2%
2007 14.3% 16.2% 1.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
Tencent Holdings Ltd ORD 6.98%
Alibaba Group Holding Ltd DR 6.28%
AIA Group Ltd ORD 5.18%
United Overseas Bank Ltd ORD 3.49%
Macquarie Group Ltd ORD 3.48%
China Construction Bank Corp ORD 3.39%
Commonwealth Bank of Australia ORD 3.20%
CNOOC Ltd ORD 3.11%
Samsung Electronics Co Ltd ORD 3.08%
Infosys Ltd ORD 2.70%
31/01/2019

Registered For Sale In

  1. Finland
  2. Germany
  3. Ireland
  4. Luxembourg
  5. Singapore
  6. Spain
  7. Sweden
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date11/03/2016
  • Share Class size03Mn
  • Base currencyUSD
  • ISIN IE00BYWVL490

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

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