


The investment objective is to generate income with some potential for capital growth through exposure mainly to Asian securities.
| Name | % Net Assets |
|---|---|
| Taiwan Semiconductor Mfg | 5.3% |
| ANZ Banking Group Ltd | 5.0% |
| Westpac Banking Corporation | 4.8% |
| Commonwealth Bank of Australia | 3.4% |
| National Australia Bank Limited | 2.6% |
| United Overseas Bank Limited | 2.6% |
| Quanta Computer Inc | 2.2% |
| Westfield Group | 2.2% |
| Suncorp-Metway Limited | 1.9% |
| Macquarie Gp | 1.8% |
| Key | % Net Assets |
|---|---|
| 5.3% | |
| 5.0% | |
| 4.8% | |
| 3.4% | |
| 81.5% |
| Date | 20-Aug-2025 |
|---|---|
| NAV | 552.90p |
| Currency | GBP |
| Change | -4.00p |
| % | -0.72% |
| YTD change | 48.30p |
| YTD % | 9.57% |
| Fund Inception | 29/12/2004 |
|---|---|
| Fund Manager | Alan Booker |
| TER | 1.73 (31-Dec-2013) |
| Minimum Investment | |
|---|---|
| Initial | £500 |
| Additional | n/a |
| Savings | £50 |
| Charges | |
|---|---|
| Initial | 3.00% |
| Annual Mang't | 1.50% |
| Exit | n/a |
| Name | % |
|---|---|
| Standard deviation | 0.02 |
| Sharpe ratio | -0.02 |
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