Trust
FACT BOX
MANAGER : Nitin Bajaj / LAUNCHED : 13 / 06 / 1996 / DISCOUNT / PREMIUM : -7.4 % / OCF : 0.95 %
CROWN RATING
N / A
team is fundamentally honest ,” she added . Bajaj is currently finding the most opportunities in China , but this is not just from a value perspective . Yeung said there is a growing trend for companies in the region to pay dividends . She claimed this reflects not only improved corporate governance , but also the growing influence of the domestic investor . “ As incomes and household savings rates increase , you will see more Chinese investors putting money to work over the long term , rather than punting on the market ,” she said . “ Domestic investors will begin to think more like UK ones , so you won ’ t see as much volatility and flight from risk among foreign investors .”
Performance of trust vs sector and index over 10yrs
Fidelity Asian Values ( 180.8 %)
200 % 175 % 150 % 125 % 100 % 75 % 50 % 25 % 0 %
-25%
MSCI AC Asia Pacific ex Japan Small Cap ( 78.0 %)
IT Asia Pacific Smaller Companies ( 52.5 %)
Mar13 |
Mar14 |
Mar15 |
Mar16 |
Mar17 |
Mar18 |
Mar19 |
Mar20 |
Mar21 |
Mar22 |
Source : FE Analytics
Issue 93 - March 2023 / 47 /