Far East & Japan

INVESCO PERPETUAL Asian

Managed by Stuart Parks, the INVESCO PERPETUAL Asian fund invests in a diversified portfolio of Asian stocks.  Parks believes that exciting opportunities are to be found in Asian markets and sees the development of China into the world’s foremost manufacturer as being key to this.  The fund has held sizable weightings in China and Australia, demonstrating Parks’ belief in identifying important themes and investing into these.  The fund does not invest into Japan.

 

Fund Manager		Stuart Parks
IMA Sector		IMA Asia Pacific (ex Japan)
Fund Size (£ million)	£559m	Initial Charge	5.00%
Launch Date	10/02/1990	Charge via Chartwell	0.00%
Yield	0.75%	AMC	1.50%

Source: Invesco Perpetual 01/01/08

First State Asia Pacific Leaders

This fund is managed by Angus Tulloch with assistance from Alistair Thompson.  The managers look to find companies that they believe offer good value in the mid and large cap arena.  Asia is very much First State’s investment arena, being an arm of the Commonwealth Bank of Australia; they have a good deal of experience in Asian equity markets.  The fund has no exposure to Japan and is typically fairly focused, having fewer than 60 stocks.

 

Fund Manager		Angus Tulloch
IMA Sector		IMA Asia Pacific (ex Japan)
Fund Size (£ million)	£1,669m	Initial Charge	5.00%
Launch Date	01/12/2003	Charge via Chartwell	0.24%
Yield	0.43%	AMC	1.50%

Source First State 01/01/08

SG Japan CoreAlpha

Fund Manager, Stephen Harker, manages the SG Japan CoreAlpha fund in a defensive manner, in the sense that the fund invests in large cap Japanese stocks.  Harker also takes a contrarian view of the Japanese stock market, in that he tries to remove exposure to what he sees as momentum trading on commodities and the China story.  He is therefore positioned away from what the consensus view on Japan is, but, nonetheless manages to maintain what is a core Japanese fund.

 

Fund Manager		Stephen Harker
IMA Sector		IMA Japan
Fund Size (£ million)	£291m	Standard Initial Charge	5.25%
Launch Date	29/11/1999	Charge via Chartwell	0.24%
Yield	0.0%	AMC	1.50%

Source Financial Express 01/01/08

Like the look of these funds and want to invest? Follow this link for our discounts and the forms you will need.

Disclaimer
The funds covered represent only a very small proportion of the funds that you could potentially invest into. You should consider all of your investment options before making any decision to invest.