Stewart Investors Asia Pacific Leaders Fund Class B (Income) GBP

A Select 50 Fund - Fidelity insight

Category Asia-Pacific ex-Japan Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

327.67p

arrow-up0.95p (+0.29%)

Fund Code

FTABI

B57S0V2

GB00B57S0V20

Prices updated as at 27 Dec 2024

Prices in GBX

Investment objective

The Fund aims to achieve capital growth over the long term (at least five years). The Fund mainly invests in shares of large and mid-sized companies based in or where the majority of their activities take place in the Asia Pacific region excluding Japan and that are listed on exchanges worldwide. These companies generally have a total stock market value of at least US$1 billion. The Fund invests in shares of high quality companies which are positioned to contribute to, and benefit from, sustainable development.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , SDR Consumer facing disclosure, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Our view

Why we like the fund: This fund invests in what the manager considers to be leading companies listed in Asia. Stewart Investors is also one of the pioneers in sustainable investing, which is an added benefit of its approach. The manager has a long tradition investing in the region and an experienced team of experts. A leading company, in Stewart's view, is one with a resilient balance sheet, good franchises, a strong culture and a focus on sustainability. It performs detailed research, has on-the-ground specialists and is clear on what its ideal investment looks like. Stewart's allocations to China tend to be lower than the regional benchmark. How to use the fund: Stewart' s approach has a 'quality' bias. The companies it targets tend to be more expensive than others, for good reason, so the manager takes a very long-term view when investing to allow for the power of compounding to take effect. Investors should do the same, investing over a period of ten years or more. This approach blends well with a 'value' style, which involves buying companies with depressed share prices in the expectation that they will recover.

Important Information

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