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02 Dec 2021

Schroder Asian Total Return

Company Notes

Strong performance record from unconstrained approach

Schroder Asian Total Return* has been managed by Robin Parbrook and King Fuei Lee since March 2013. The fund seeks to provide a “high rate of total return” through investment in equities and equity-related securities of companies trading in the Asia Pacific region excluding Japan. It also aims to offer a degree of capital preservation through the tactical use of derivative instruments. The fund has an unconstrained, benchmark agnostic investment approach that is driven by fundamental research. Market risk is alleviated by hedging that seeks to reduce volatility and provide some capital preservation.

*Denotes a corporate broking client of Winterflood Securities

Over the last five years, the fund has delivered a NAV total return of +103.8%, considerably outperforming the +53.1% return of the MSCI AC Asia Pacific ex Japan Index and outperforming the Asia Pacific peer group average of +92.9%. The fund has also outperformed the index and peer group over the last one and three years, as shown in the table below.

*Denotes a corporate broking client of Winterflood Securities