MoneyAM Fund Centre

Quick Stats

Fund Objective

The fund aims to provide income and capital growth by investing in equities of Asian companies, excluding Japan. The fund aims to deliver an income of 7% per year but this is not guaranteed and could change depending on market conditions. The fund is actively managed and invests at least 80% of its assets in equities of Asian companies, excluding Japan, which are selected for their long term income and capital growth potential. To seek to enhance the yield, the investment manager selectively sells short dated call options over individual securities, portfolios of securities or indices held by the fund, by agreeing strike prices above which potential capital growth is sold. The fund may also invest directly or indirectly in other securities (including in other asset classes), countries, regions, industries or currencies, collective investment schemes (including Schroder funds), warrants and money market instruments, and hold cash. The fund may use derivatives with the aim of achieving investment gains, reducing risk or managing the fund more efficiently. The fund’s investment strategy will typically underperform a similar portfolio without derivatives in periods when the underlying stock prices are rising, and has the potential to outperform when the underlying stock prices are falling.

Fund Managers

Richard Sennitt

Richard Sennitt joined Schroders in 1993, initially as an Analyst on the Japanese Desk, before moving onto the Pacific Basin team at the start of 1997. Since then he has had a broad exposure to the emerging and developed Pacific markets as a regional Fund Manager managing money for UK and North American clients.

Structured Fund Management