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Schroder ISF Asian Opportunities A Dis

Ranked 25 out of 144 in - Asia Pacific Excluding Japan over 12 months
All calculations are in CHF 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 by investing in equity and equity related securities of Asian companies (excluding Japan). The Fund invests at least two-thirds of its assets in equity and equity related securities of Asian companies (excluding Japan).

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Performance

Asia Pacific Excluding Japan over : 31/03/2017 - 31/03/2018
  • Rank 25/144 Total Return
  • Rank 130/144 Standard Deviation
  • Rank 63/144 Max Drawdown
Fund Name Currency Return
23 Mirae Asset Asia Sector Leader Equity K USD CHF

24.0%
24 UBS (CH) Equity Fund - Asia (USD) P CHF

23.9%
25 Schroder ISF Asian Opportunities A Dis CHF

23.8%
26 SLI Glo SICAV Asian Equities A USD CHF

23.8%
26 Candriam Equities L Asia C Cap CHF

23.8%
View full league table
Fund Name Currency Risk
128 Principal GI Asian Equity I Acc USD CHF

11.4
129 JPM Asia Growth A Acc USD CHF

11.5
130 Schroder ISF Asian Opportunities A Dis CHF

11.5
131 Candriam Equities L Asia C Cap CHF

11.8
132 Morgan Stanley Asia Opportunity A USD CHF

11.8
View full league table
Fund Name Currency Loss
61 BMO LGM Asian Growth and Income B USD Acc CHF

-3.7%
61 Mirae Asset Asia Great Consumer Equity A USD CHF

-3.7%
63 Schroder ISF Asian Opportunities A Dis CHF

-3.8%
64 Willerequity Asia ex-Japan P Cap USD CHF

-3.8%
65 Sturgeon Central Asia Equities Fund R EUR CHF

-3.9%
65 Hamon Asian Market Leaders Fund USD CHF

-3.9%
View full league table

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.0%
2017 44.7% 13.4% 7.3% 8.4% 9.7%
2016 7.3% -3.0% 2.7% 11.5% -3.4%
2015 -3.7% 2.8% -5.3% -7.1% 6.5%
2014 19.1% 1.8% 5.5% 6.4% 4.2%
2013 -2.1% 5.9% -6.0% -3.5% 1.9%
2012 23.7% 11.3% -0.2% 10.0% 1.3%
2011 -11.6% -2.2% -4.2% -13.1% 8.5%
2010 3.5% 1.4% -2.6% 3.6% 1.3%
2009 59.4% 4.7% 28.2% 11.3% 6.7%
2008 -55.0% -26.7% -6.8% -15.9% -21.7%
2007 23.1% 0.9% 15.2% 7.9% -1.9%
2006 20.2% 7.8% -7.8% 9.1% 10.8%
2005 44.3% 5.4% 12.0% 10.2% 11.0%
2004 4.8% 9.6% -10.9% 4.5% 2.8%
2003 27.6% -10.8% 21.2% 14.6% 3.0%
2002 -25.6% 11.4% -16.1% -17.2% -3.8%
2001 -1.5% 0.0% 2.2% -30.0% 37.9%
2000 -33.2% 4.2% -13.9% -9.0% -18.1%
1999 105.7% 9.0% 47.7% -12.2% 45.6%
1998 -10.7% 14.6% -29.9% -15.0% 30.8%
1997 -35.7% 5.6% 5.3% -17.0% -30.4%
1996 44.8% 16.1% 7.7% 1.1% 14.6%
1995 -4.5% -15.6% 10.7% 0.0% 2.3%
1994 -25.3% -23.8% -0.3% 9.1% -9.9%

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 Arab Emirates
  24. 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

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