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
325.40p
-3.80p (-1.15%)
Fund Code
FTABI
B57S0V2
GB00B57S0V20
Prices updated as at 28 Nov 2024
Prices in GBX
Investment objective
The Fund aims to achieve capital growth over the long-term (at least five years). The Fund invests in a diversified portfolio of equity or equity-related securities of large and mid-capitalisation that are incorporated or listed, or where a majority of their economic activities take place, in the Asia Pacific region (excluding Japan) and which are listed, traded or dealt in on Regulated Markets worldwide.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, 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.
- Key stats
- Growth
- Fidelity insight
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
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.
