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Investment Trusts / Sector analysis

Country Specialists: Asia Pacific
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This sector covers those investment trusts which invest in only one or two countries, and it is subdivided into Europe, Asia Pacific and Other classifications. According to FE, there is just one trust in each of these sub-classifications, investing in Ireland, Australasia and South Africa respectively. The Irish trust returned 153.63% over the three years to October 2006, from a portfolio that invests both directly and in enterprises that derive the majority of their business from the Irish Republic or Ulster. The return comes at a cost in terms of risk: volatility was just below 22% over the period, and potential investors will need to take this into account along with the attractions of the level of gain to be had. The Australasian fund makes it clear that its interest is in long-term capital appreciation, so this could appeal to investors who are prepared to buy-and-hold. The vehicles of choice are other investment companies, financial services and, to add some spice, small industrials. The trust gained 102.3% in the three years and, over a more extended period, almost 260% in five years - a sign of its longer-term policy paying off. Our third fund in this sector is run by a global organisation that has its origins in South Africa, and specialises in quoted companies on the Johannesburg stock exchange. In three years to October 2006 it has gained over 130% and, again, volatility is a consideration in this marketplace, standing as it does at 22.65%. With each of these ITs, since they are the only funds in their sub-sectors, they do to a major extent create their own sector averages. While sector statistics will be influenced at least in part by previous but now defunct members, there is little to be gained in using the sector as a comparative in assessing relative performance. Investors will most likely be drawn to these trusts because of a special interest in the regions in which they operate.
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Country Specialists: Asia Pacific



AIC definition of sector
Companies whose policy is to invest in one or two countries. Companies are classified into Europe, Asia Pacific and Other sectors.

Top ranked constituents by 3y performance (%)
Key to codes

LC : Low correlation to benchmarks
SH : Fund with a short history
US : Fund in an unrated sector

Cumulative performance
  1m 3m 6m 1y 3y 5y
Country Specialists Asia Pacific 6.3 3.4 22.1 37.6 17.7 19.1
performance
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Fund Most consistent trusts of the decade: Emerging markets & Europe By Jenna Voigt  17-May-2013
Manager A low-risk alternative to Aberdeen and First State’s Asia funds By Joshua Ausden  17-May-2013
Group Most consistent trusts of the decade: UK small caps By Jenna Voigt  13-May-2013
Group Bargain trust swaps: UK equity income By Joshua Ausden  13-May-2013
Group Look to trusts for emerging markets exposure, says Gleeson By Joshua Ausden  10-May-2013
Fund The most consistent trusts of the decade By Jenna Voigt  09-May-2013
Group Little value in equity income, says Aberdeen’s Stout By Joshua Ausden  08-May-2013
Fund How to tap in to the country leading the global rally By Jenna Voigt  07-May-2013
Group Bargain trust swaps: Global growth and income By Joshua Ausden  07-May-2013
Group Emerging markets funds will be back in vogue “within a year” By Alex Paget  03-May-2013
Group No need to fear equity income bubble, says Walls By Alex Paget  30-Apr-2013
 
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