First State Asia Pacific Leaders Fund

The First State Fund is possibly best described as a boring fund. This is not a negative, and could be a good reason to invest. They believe strongly that their aim is to preserve and grow client’s capital with a 3 to 5 year time horizon.

First State has dominated the Asia Pacific Investment Market alongside Aberdeen for many years. However, the fund now stands at over £5 billion and the managers have indicated recently that they may limit future money into the fund to protect existing investors.

Currently the fund is still open, and with recent poor performance from the region over the last two years it is likely that the managers have not closed the fund simply because investors have naturally moved money away.

The fund has a good performance track record and is well respected in the market. Since 2009 it has outperformed the index in all but one year. There are a number of reasons why investors would opt for this fund over other Asian Funds and in our latest update with the investment team we will highlight some of these.

Fund Facts Morningstar

Notes

Please note...

Shininglights.co.uk is not regulated by the FCA. The information is purely a guide and it is the responsibility of the investor to carry out their own research before making any final decisions. We will ensure that the information is as accurate as possible but we cannot be held accountable for any errors or omissions. No products are sold on this site, nor do we endorse any particular product or investment.

Where there are links to third party sites this is not an endorsement of that site, and we cannot be held responsible for the accuracy of the information on that site.

Where there is reference to performance you should note that past performance is purely a guide and investments can fall as well as rise.

The information on the site belongs to shininglights.co.uk and cannot be replicated or copied without our permission.