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Schroder ISF Asian Opportunities A Dis

Ranked 2 out of 92 in - Asia Pacific Excluding Japan over 12 months
All calculations are in USD unless stated

Managed by

Toby Hudson

Toby Hudson graduated with a MA in geography from Cambridge University and is an Associate of the Institute of Investment Management and Research (IIMR).Toby currently works for Schroders where he is a fund manager and uses a fundamental bottom-up investment style with a focus on quality stocks that grow shareholder returns.

Robin Parbrook

Robin Parbrook graduated from Edinburgh University with an MA in economics. He started his career in 1990 with Schroders as an analyst for the Far East team in London. In 1992 he went to Hong Kong where he worked as an Asian fund manager and managed a combination of institutional funds and unit trusts. Robin returned to the London office in 1998 where he managed specialist Asian portfolios and in 2000 he became the deputy CIO of Pacific ex Japan equities in Singapore. In 2002 Robin joined the Hong Kong office where he was the head of Hong Kong equities and head of the greater China team. Since 2005 he has been head of the Asia ex Japan equity fund management team.

Objective

The fund aims to provide capital growth primarily through investment in equity securities of Asian (ex Japan) companies.

Showing fund performance in Hong Kong View performance globally

Performance

Asia Pacific Excluding Japan over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 15.1% 12.1% 7.3%
2016 5.6% 1.4% 1.0% 12.0% -7.9%
2015 -4.4% 5.2% -1.5% -11.2% 3.9%
2014 6.6% 2.5% 5.1% -1.2% 0.2%
2013 0.8% 2.4% -5.9% 1.0% 3.6%
2012 26.4% 15.2% -4.7% 10.8% 4.0%
2011 -11.9% -0.4% 4.1% -19.4% 5.4%
2010 14.8% -0.5% -5.0% 14.4% 6.1%
2009 64.1% -2.0% 34.0% 16.7% 7.1%
2008 -52.2% -16.1% -9.5% -23.6% -17.5%
2007 32.7% 0.9% 14.8% 13.2% 1.3%
2006 29.8% 8.8% -1.6% 6.6% 13.9%
2005 24.5% 0.5% 4.2% 9.5% 8.6%
2004 14.0% 7.0% -9.9% 4.8% 12.9%
2003 42.7% -8.7% 20.9% 17.6% 9.9%
2002 -10.6% 10.0% -5.2% -16.3% 2.5%
2001 -3.8% -6.1% -1.9% -22.2% 34.2%
2000 -34.0% 0.3% -12.0% -14.4% -12.6%
1999 76.5% 1.1% 40.6% -9.0% 36.5%
1998 -5.2% 9.6% -29.5% -6.9% 31.8%
1997 -40.8% -1.6% 4.1% -16.7% -30.7%
1996 24.1% 12.2% 2.4% 1.0% 7.0%
1995 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Bulgaria
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Gibraltar
  9. Greece
  10. Hong Kong
  11. Iceland
  12. Luxembourg
  13. Macau
  14. Netherlands
  15. Norway
  16. Poland
  17. Portugal
  18. Singapore
  19. Spain
  20. Sweden
  21. Switzerland
  22. Taiwan
  23. United Kingdom

Fund Info

  • Launch date29/10/1993
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU0048388663

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Initial investment5

Related News

Schroders’ Parbrook: Asia isn’t as cheap as people think

Citywire + rated industry veteran believes poor performance has led many to wrongly assume there are huge bargains available.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).