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Threadneedle (Lux)-Developed Asia Gth and Inc AU

Ranked 36 out of 134 in - Asia Pacific Excluding Japan over 12 months
All calculations are in USD unless stated

Managed by

Soo Nam Ng

Mr Ng joined Columbia Threadneedle Investments in October 2013 as Head of Asian Equities based in Singapore. He is responsible for building the investment process in Singapore and expanding the firm’s offering for Asian investors. Currently he supports the team on research for stocks listed in Hong Kong.Before joining Columbia Threadneedle Mr Ng was Chief Investment Officer at Nikko Asset Management. Mr Ng has extensive experience in the industry and prior to this he was Chief Investment Officer at Mirae Asset Global Investment Management and a fund manager at Schroder Investment Management.He has an Economics degree from the University of Adelaide in Australia and is a CFA Charterholder.​

Christine Seng

Christine Seng joined Columbia Threadneedle in October 2013, and is responsible for portfolio construction for Developed Asia mandates. She is also a specialist in Total Return Equity products and supports the team on research for Singapore and Australia stocks. Before joining Columbia Threadneedle Christine was a Portfolio Manager at Nikko Asset Management. Prior to that Christine was a Portfolio Manager at Mirae Asset Global Investment Management and Phillip Securities. Christine has a Business degree from Nanyang Technological University in Singapore and she also holds the Chartered Financial Analyst designation."

Objective

The Developed Asia Growth and Income Portfolio seeks to achieve returns comprising of income and capital growth by investing principally in the equity securities of companies listed or domiciled in the developed countries (i.e. countries that are not Emerging Market Countries) of the Asia Pacific region (excluding Japan), or exercising the predominant part of their economic activity in such markets. The Portfolio may further invest in other securities, including convertible debt securities, real estate investment trusts and Money Market Instruments.

Showing fund performance in Singapore View performance globally

Performance

Asia Pacific Excluding Japan over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 3.8% -4.6%
2017 34.9% 12.4% 4.7% 4.8% 9.3%
2016 -1.3% 0.7% 2.1% 7.5% -10.7%
2015 -2.7% 5.4% 4.7% -15.2% 4.0%
2014 2.8% -2.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Hong Kong
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Singapore
  10. Sweden
  11. Switzerland

Fund Info

  • Launch date15/04/2014
  • Share Class size01Mn
  • Base currencyUSD
  • ISIN LU1044872973

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%

Related News

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Citywire Asia reveals the fund managers in Asia Pacific who have outperformed the benchmark in the past 12 months.

Columbia Threadneedle unveils three Asia equity funds in Hong Kong

The funds represent the first series of regionally managed funds available in the territory.

The one risk Asian stock markets are not prepared for

Threadneedle manager Christine Seng thinks Asia will adjust to slower Chinese growth, but has yet to factor in a major external risk.

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