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