Schroder AsiaPacific Fund

Strong returns from established Asia specialist

11 August 2017

Schroder AsiaPacific Fund (SDP) invests in markets across the Asia Pacific region (excluding Japan) with the aim of achieving capital growth. Managed by Matthew Dobbs since launch in 1995, the trust is the largest and among the most liquid in its peer group. It has produced top-quartile NAV total returns over one, three and five years, also beating its benchmark MSCI AC Asia ex-Japan index over one, three, five and 10 years in both NAV and share price terms. In spite of this, it trades at a wider discount than the peer group average. The manager focuses on companies with visible earnings growth, strong management, sustainable cash flows and valuation support. While sector and geographical weightings are an output of stock selection, there is a significant allocation towards Greater China and the information technology sector. Reflecting the growing level of dividends from Asian companies, SDP has a yield of just over 1%. MORE »

Hand-picked best ideas for long-term growth

5 January 2017

Schroder AsiaPacific Fund (SDP) seeks to deliver capital growth by investing in companies in Asia, excluding Japan. The portfolio is managed by experienced manager Matthew Dobbs, whose focus is on stock selection. He is supported by a large Asia-based research team. Since the trust’s launch in 1995, Dobbs’s aim has been to build, monitor and manage a diverse portfolio of companies that exhibit visible earnings growth potential, sustainable returns and valuation support. Over most time periods, performance versus the benchmark has been positive. MORE »

Stock selection in a growth region

18 March 2016

Schroder AsiaPacific Fund (SDP) seeks to deliver long-term capital growth by investing in companies in Asia, excluding Japan. Since launch in 1995, the portfolio has been managed by Matthew Dobbs, who focuses on individual stock selection, with an awareness of macroeconomic factors. He is supported by a large research team based in Asia. There is a focus on companies with visible earnings growth, sustainable returns and valuation support. Over most time periods, the performance of the fund versus the benchmark has been positive. MORE »

Selecting for value and growth in Asia

29 April 2015

Schroder AsiaPacific Fund (SDP) aims to achieve long-term capital growth by investing in companies across Asia, excluding Japan. Matthew Dobbs has managed the portfolio since launch in 1995 focusing on individual stock selection supported by Schroders’ considerable Asian research resource. A bias towards value can prompt some contrarian positions while ‘real’ growth stocks such as Baidu also have a place in the fund. Performance has been ahead of the benchmark since inception and over most periods, with a notable pick-up in absolute and relative performance over the last year. MORE »

Finding value in the Asian growth story

9 July 2014

Schroder AsiaPacific Fund (SDP) aims to achieve long-term capital growth by investing in companies across Asia, excluding Japan. At the helm since launch in 1995, manager Matthew Dobbs has seen many market cycles in his 27 years as an Asian specialist with Schroders, and builds the portfolio with a value slant, focusing on stocks with strong competitive positions and those that will benefit from positive change. Performance has been above benchmark over most periods, and with Asian markets now performing better after being punished in the 2013 ‘taper tantrum’, the c 10% discount may provide a favourable entry point for long-term investors. MORE »