Research_strapline

Are you an:

Don't let the labels put you off!
If you're not an investor, but you want to learn, you can select investor

×

Register for FundCalibre!

We just need to know
if you are an:

Don't let the labels put you off!
If you're not an investor, but you want to learn, you can select investor

×

Schroder Asian Alpha Plus

Elite Rated by FundCalibre

The fund offers equity investors exposure to the Asia Pacific region, excluding Japan. The manager is highly experienced and he is able to utilise Schroder’s vast analyst resource in the region. He has a flexible mandate with few formal constraints, but the fund will typically have a bias towards larger companies.

Company Description

Founded in London in 1804, today Schroders operates in more than 25 countries, employing more than 3,500 people, close to the markets in which they invest. With more than 35 offices worldwide, Schroders is listed on the London Stock Exchange and invests in a range of asset classes including equity, fixed income, multi-asset and alternatives. The group was awarded the Elite Equities Provider Rating in 2017.

Factsheet_schroders_logo

Fund Manager

This fund has been run by the charismatic Matthew Dobbs since launch in 2007. He joined Schroders as an analyst in 1981 and has also managed the Schroder Asia Pacific investment trust since 1995, which has a similar mandate to this fund. He is hugely experienced and is supported by one of the best-resourced analyst teams.

Factsheet_dobbs

On the football pitch of Asia, I like to get into the meat of things - though that is where the similarities with Luis Suarez begin and end!

Matthew Dobbs - Fund Manager

The Investment Process

Matthew believes long-term returns are driven by valuation considerations, but he is willing to exploit other opportunities if the investment case is strong enough. Ideas are sourced from Schroders’ huge regional analyst team, brokers and Matthew himself. He then invests in the best 50-70 non-consensus ideas. Matthew will also consider other, more qualitative factors, such as barriers to entry and strength of management.

Risk

The fund typically has a similar volatility to that of the index, although it is unashamedly unconstrained. Risk is managed at a stock level and the manager avoids taking very large positions in more volatile companies. Matthew does a lot of due diligence, puts a heavy emphasis on corporate governance and tries to invest in the right management teams to protect investors. Investors should also be aware of the currency risk.

Our Opinion

Schroders’ global scale and high quality team of analysts provide it with an important competitive advantage when investing in Asia. Matthew has demonstrated he can deliver real returns, without taking undue risk. The blended investment strategy means the fund should hold up well in most market conditions.

  • Fund
  • Sector

©2014 FundCalibre Limited. All Rights Reserved. The information, data, analyses, and opinions contained herein (1) include the proprietary information of FundCalibre, (2) may not be copied or redistributed without prior permission, (3) do not constitute investment advice offered by FundCalibre, (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a fund, and (5) are not warranted to be correct, complete, or accurate. FundCalibre shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. The Elite Fund rating is subjective in nature and reflects FundCalibre’s current expectations of future events/behaviour as they relate to a particular fund. Because such events/behaviour may turn out to be different than expected, FundCalibre does not ,guarantee that a fund will perform in line with its FundCalibre benchmark. Likewise, the Elite Fund rating should not be seen as any sort of guarantee or assessment of the creditworthiness of a fund or of its underlying securities and should not be used as the sole basis for making any investment decision. FundCalibre disclaims any responsibility for trading decisions, damages or other losses resulting from any use of the Elite Fund rating.