Asia Equities Rated Funds

The Asia Pacific region is often viewed as 'emerging', and that is certainly true of countries such as China, India or Indonesia. Most global emerging markets funds will have a large chunk of assets in the region. But the region also includes developed markets such as Australia, Singapore and Hong Kong.

Investors in the region generally should have a longer-term outlook for their investment, as performance can be volatile. The past year has seen some of the best returns available among global equities. But that followed two relatively poor years.

Compared with developed western economies, demographic trends and economic growth are far superior, as is consumption growth, so the case for investing in the region is undeniably strong.

Because institutional investors devote comparatively less research effort to the region, it is one where well-managed active funds should be expected to beat passive index-trackers in the medium to long term. Over three years, superior gains in excess of 60 per cent have widely been made.

For 2017 the number of Rated Funds in the Asian equities asset group has been expanded from 10 to 17 to account for the variety of strategies and markets investors may wish to consider.

Previously, the world's two most populous nations, India and China, were under-represented in this asset group. Two funds and trusts for each country have been added under the Emerging Asia category.

The asset group is further split into pan-Asian funds and trusts that usually invest in companies listed in the region's developed markets. In this sub-section we have included two Rated Funds that focus on income, another that includes Japanese equities, and a brace that believe sustainability and standards of corporate governance are the prime drivers of strong long-term gains.

Size is a subjective concept in equity markets: one person's small company might be much larger than another's. Nevertheless we have split out a further three Rated Funds that specifically target smaller and medium-sized companies, which in the short term at least are likely to be among the more risky choices.

ASIA EQUITIESBrowse other rated fund groups
Fund & Sector
Rated Funds Group
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
Schroder ISFAsnTR
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES1.8%
-
28.7%
-
45.3%
-
65%
-
Hermes AsexJap Eq
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES4.1%
17 / 184
26.7%
34 / 181
93.4%
2 / 160
-
-
Baring Eastern Trust
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES4.8%
7 / 60
26.4%
4 / 60
90.4%
1 / 55
111.7%
3 / 46
Henderson China Oppos
UT China/Greater China
View Factsheet
ASIA EQUITIES4.5%
6 / 12
25.5%
4 / 11
95.1%
2 / 11
148.1%
2 / 10
Fidelity China Spec Sits Plc
IT Country Specialists Asia Pacific
View Factsheet
ASIA EQUITIES7.6%
1 / 7
25.1%
3 / 7
108.7%
1 / 7
216%
1 / 7
Veritas Asian
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES4.3%
-
19.3%
-
87.1%
-
130.2%
-
Fidelity Emerging Asia
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES3.5%
40 / 60
16.1%
27 / 60
72.3%
11 / 55
100.4%
8 / 46
Schroder Oriental Inc
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES5.3%
3 / 15
14.9%
10 / 15
60.3%
7 / 15
85.6%
8 / 15
Aberdeen New Ind IT PLC
IT Country Specialists Asia Pacific
View Factsheet
ASIA EQUITIES-1.7%
7 / 7
12.6%
6 / 7
63.2%
6 / 7
103.7%
6 / 7
Fd Asn Valu PLC
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES1.4%
14 / 15
12%
11 / 15
75.4%
5 / 15
114.2%
2 / 15
Scot Oriental SmCo
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES4.3%
5 / 15
9.5%
13 / 15
33.8%
13 / 15
65.6%
11 / 15
Jupiter Asian Inc
UT Asia Pacific Excluding Japan
View Factsheet
ASIA EQUITIES3.2%
52 / 60
8.9%
57 / 60
-
-
-
-
Baillie Gifford Devd Asia Pac
UT Asia Pacific Including Japan
View Factsheet
ASIA EQUITIES5%
2 / 7
6.8%
5 / 7
73.4%
3 / 6
100.1%
3 / 6
Stewart Investors AsiaPacLdr
UT Specialist
View Factsheet
ASIA EQUITIES4.5%
15 / 113
5.2%
72 / 109
45.9%
27 / 104
68.6%
23 / 89
Jupiter India
UT Specialist
View Factsheet
ASIA EQUITIES-0.3%
105 / 113
4.6%
76 / 109
85.1%
2 / 104
130.2%
5 / 89
Pacific Assets Trust plc
IT Asia Pacific excluding Japan Equities
View Factsheet
ASIA EQUITIES2.2%
12 / 15
0.4%
15 / 15
48.7%
9 / 15
101.9%
5 / 15
JOHCM AsiaexJapSmandMdCap
FO Equity - Asia Pacific ex Japan
View Factsheet
ASIA EQUITIES0.5%
154 / 184
-0.4%
179 / 181
53%
19 / 160
89.7%
9 / 130
Data provided by

Rated Funds Update: Rated Funds 2017

View a full list of our Rated Funds 2017 here