Fund
FACT BOX
MANAGER : Richard Sennitt / LAUNCHED : 19 / 02 / 1990 / FUND SIZE : £ 1.3bn / OCF : 0.9 %
CROWN RATING
a disciplined investment approach with a strict focus on company fundamentals and valuation levels . We see this as an advantage and consider this to be a strong Asian income proposition .” FundCalibre ’ s managing director Darius McDermott said the growth opportunities in Asia are exciting over the short and long term and he would recommend Sennitt ’ s fund over both timeframes . Schroder Asian Income is up 661.6 % since Sennitt took charge in November 2001 , putting it ahead of both its sector and benchmark . Someone who invested £ 10,000 in the fund at the start of this period would have received £ 17,488 in income over this time .
Performance of fund vs sector and index under manager
Schroder Asian Income ( 661.6 %)
IA Asia Pacific ex Japan ( 649.9 %)
MSCI AC Pacific ex Japan ( 643.7 %)
800 % |
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700 % |
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600 % |
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500 % |
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400 % |
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300 % |
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200 % |
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100 % |
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0 % |
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-100 % |
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Nov01 |
Nov03 |
Nov05 |
Nov07 |
Nov09 |
Nov11 |
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Nov15 |
Nov17 |
Nov19 |
Nov21 |
Source : FE Analytics
Issue 94 - April 2023 / 43 /