Scottish Oriental Smaller Companies Trust (SOSCT)

over the long term this fund has an excellent track record

The SOSCT is an investment trust focusing on Asian Smaller Company equities. The trust has been on our radar for some time because it is managed by the very successful First State investment team.

The trust has a focus on smaller companies which have historically shown an ability to outperform larger companies over the long term. In more developed regions smaller cap investing can carry less risk where the focus is on quality and well-established businesses. In emerging markets and Asia uncovering these companies can be tricky.

The trust will not appeal to all investors as it is likely to carry more risk than a fund focusing on larger companies. It is also worth noting that smaller companies haven’t performed as strongly in the last couple of years (therefore investors may have lost money in the short term).

In this update we aim to understand more about the fund and the management team.

Fund Facts Morningstar


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