Schroder AsiaPacific Fund Seeks Long-Term Returns in Asia

The Schroder AsiaPacific Fund is a great option for investors looking to tap into the growth potential of Asia. This fund seeks long-term returns by investing in a mix of Asian stocks and bonds.

It focuses on the region's key markets, including China, Hong Kong, Japan, and Korea. The fund's investment strategy is designed to ride out short-term market fluctuations and capture the long-term benefits of Asia's economic growth.

The Schroder AsiaPacific Fund has a proven track record of delivering stable returns over the years, making it an attractive option for investors seeking steady growth.

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The Schroder AsiaPacific Fund is a great investment opportunity because powerful secular trends are driving the Asian growth story. These trends are creating a growing volume and variety of world-leading companies in the region.

One of the key benefits of investing in the Schroder AsiaPacific Fund is its focus on long-term capital growth. The fund aims to achieve this by investing in a diversified portfolio of around 60 of the best quality but undervalued companies across Asia.

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By investing in the Schroder AsiaPacific Fund, you'll be tapping into the growth potential of Asia's top companies, which are often undervalued. This can be a great way to grow your wealth over time.

The fund's investment strategy is designed to identify and capitalize on opportunities in the Asian market. This involves selecting companies that are well-positioned for growth and have a strong potential for long-term success.

The Schroder AsiaPacific Fund has a dedicated Portfolio and Performance Hub, where you can find fund manager updates and market outlooks, as of February 2024.

TXT, a company of interest to the fund, reported revenue growth of 8.9% in the first half of 2017.

The fund has taken into account the sale of TXT Retail for €85m, which is expected to complete by the end of October 2016.

The Schroder AsiaPacific Fund plc is a great investment opportunity, with the Portfolio and Performance Hub providing valuable insights. As of February 2024, the fund is sourced from Morningstar.

TXT reported a revenue growth of 8.9% year-over-year in the first half of 2017, with a slight decline in the second quarter of 2017.

The company has agreed to sell its TXT Retail business for €85m, with completion expected by the end of October 2016.

Let's take a closer look at the cost information associated with your investment. Our annual fee is 0.30% of your investment, with a minimum fee of £60 and a maximum fee of £600 per annum.

The platform fee is a flat rate, excluding Charles Stanley Multi Asset Funds and any cash held. This fee is in addition to the SIPP administration fee, which is only charged if your investment is less than £30,000.

Product provider costs, on the other hand, include the fund ongoing charges figure (OCF), transaction costs, and incidental costs. These costs add up to 1.0398% of your investment.

Here's a breakdown of the costs associated with your investment:

Keep in mind that these costs are in addition to any one-off commission charges associated with investing, which are not included in this breakdown.

The Schroder AsiaPacific Fund takes a long-term approach to investing, focusing on companies building market leadership over nearly 30 years in Asia.

This active strategy targets great companies at suitable prices, earning a five-star rating from Morningstar.

The fund's investment team leverages over 40 regional analysts' expertise to identify compelling investment opportunities across diverse markets.

These analysts ensure informed selections of companies of any size and sector, helping to drive long-term capital growth.

The Schroder AsiaPacific Fund has nearly 30 years of experience in Asia, giving it a unique perspective on long-term performance.

This experience allows the fund to focus on companies building market leadership, rather than chasing short-term trends.

The fund's active strategy targets great companies at suitable prices, earning a five-star rating from Morningstar, a testament to its ability to deliver long-term returns.

With over 40 regional analysts providing expertise, the fund can identify compelling investment opportunities across diverse markets, from developed economies to frontier markets.

This level of expertise ensures informed selections of companies of any size and sector, giving investors confidence in the fund's ability to deliver long-term results.

The fund's focus on long-term performance is reflected in its aim to achieve long-term capital growth by investing in a diversified portfolio of around 60 of the best quality but undervalued companies across Asia.

Management fees are an essential consideration in any investment strategy. The management fee for this investment is 0.75% per annum on the first GBP 600m of net assets.

This fee is relatively standard in the industry, but it's essential to understand how it applies to your specific situation. The management fee drops to 0.60% per annum on net assets in excess of GBP 600m.

This means that if your investment exceeds GBP 600m, you'll pay a lower management fee on the excess amount. The notice period for terminating the management contract is set at six months.

This gives you time to review your investment strategy and make any necessary adjustments before making a change.

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The Schroder AsiaPacific Fund has consistently delivered strong performance over the years. The fund's long-term track record is impressive, with a 10-year average annual return of 8.3%.

The fund's performance is a result of its experienced investment team, which has a deep understanding of the Asia-Pacific region and its markets. They have a proven ability to identify and capitalize on growth opportunities.

Shareholders of the Schroder AsiaPacific Fund can expect a stable and growing dividend income. The fund has a dividend yield of 2.4%, which is attractive compared to other investment options.

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Let's take a closer look at the past performance of this investment. The 45.42% growth between 24th Feb 2020 to 24th Feb 2021 is a notable achievement.

This growth was followed by a decline of 13.60% between 24th Feb 2021 to 24th Feb 2022. It's interesting to see how the investment's performance can fluctuate over time.

A decline of 4.67% was recorded between 24th Feb 2022 to 24th Feb 2023, and another decline of 5.72% between 24th Feb 2023 to 24th Feb 2024.

However, the investment bounced back with a growth of 16.86% between 24th Feb 2024 to 24th Feb 2025. Here's a summary of the past performance:

As we explore the world of institutional shareholders, it's clear that some companies have a significant presence in the market. The City of London Investment Management Co. Ltd. holds 28.49m shares, accounting for 20.14% of the total.

Rathbones Investment Management Ltd. is another notable player, with 18.19m shares held as of March 18, 2024. This represents a 12.86% stake in the company. Schroder Investment Management (Hong Kong) Ltd. has also made a notable investment, with 8.48m shares held as of September 30, 2023.

Here are some of the top institutional shareholders, ranked by the number of shares held:

Some institutional shareholders have increased their holdings over time. For example, Schroder Investment Management (Hong Kong) Ltd. bought an additional 4.35m shares, increasing their holding by 105.45%.