Asset Allocator 100 Club  

100 Club 2024: Asia-Pacific Equity

100 Club 2024: Asia-Pacific Equity
 

Winner: Fidelity Asian Smaller Companies

The shortlisted companies are:

Schroder Asian Discovery
Jupiter Merian Asia Pacific
Fidelity Asian Smaller Companies
Baillie Gifford Pacific
Abrdn Asian Pacific Smaller Companies

Article continues after advert

Schroder Asian Discovery

Management group: Schroder
Category: Asia-Pacific Equity
Related benchmark used: MSCI AC Asia ex-Japan
One-year total return: 13.57
Five-year total return: 33.08
Assets/Market capitalisation: £162mn
Name of manager(s)/management team(s): Alexander Deane & Robin Parbrook
Start date of longest serving manager(s)/management team(s): January 1, 2020

Jupiter Merian Asia Pacific

Management group: Jupiter
Category: Asia-Pacific Equity
Related benchmark used: MSCI AC Asia ex-Japan
One-year total return: 11.25
Five-year total return: 36.04
Assets/Market capitalisation: £231mn
Name of manager(s)/management team(s): Amadeo Alentorn & Ian Heslop
Start date of longest serving manager(s)/management team(s): December 12, 2011

Fidelity Asian Smaller Companies

Management group: Fidelity
Category: Asia-Pacific Equity
Related benchmark used: MSCI AC Asia ex-Japan
One-year total return: 8.79
Five-year total return: 41.91
Assets/Market capitalisation: £1bn
Name of manager(s)/management team(s): Nitin Bajaj
Start date of longest serving manager(s)/management team(s): September 2, 2013

Baillie Gifford Pacific

Management group: Baillie Gifford
Category: Asia-Pacific Equity
Related benchmark used: MSCI AC Asia ex-Japan
One-year total return: 9.07
Five-year total return: 61.17
Assets/Market capitalisation: £3.1bn
Name of manager(s)/management team(s): Roderick Snell & Ben Durrant
Start date of longest serving manager(s)/management team(s): June 1, 2010

Abrdn Asian Pacific Smaller Companies

Management group: Abrdn
Category: Asia-Pacific Equity
Related benchmark used: MSCI AC Asia ex-Japan
One-year total return: 10.6
Five-year total return: 19.93
Assets/Market capitalisation: £322mn
Name of manager(s)/management team(s): Yoojeong Oh, Pruksa Iamthongthong, Gabriel Sacks & Neil Sun
Start date of longest serving manager(s)/management team(s): March 28, 2003