Newton Asian Income

Click to buy this Fund, or see below for more about the Fund.

NEWTON ASIAN INCOME
INITIAL CHARGE DISCOUNT REDUCED INITIAL CHARGE
 4.0% 4.0%  0.0% 

OUR VIEW:

 90% of the companies that pay dividends in excess of 3% are outside the UK (despite the UKs dividend culture) and 40% of those are in Asia (excl. Japan).  So the launch of this fund in December 2005 created a compelling opportunity for UK investors.  The fund will tend to have little in China and India, with few decent dividend payers, so growth will underperform more aggressive Asian growth funds.  But the income (4.9%), and the income growth potential, are hugely attractive.


RISK AND YOUR PORTFOLIO:

 It straddles medium and higher risk, with Asian markets tending to be more volatile (plus the currency exposure), but the high dividend acting as a stabiliser.  If you are comfortable with the volatility of the capital value, and particularly if you have or will have an income objective, it could represent 20-30% of your portfolio.


ABOUT THE FUND:

To achieve income together with long-term capital growth predominantly through investments in securities in the Asia Pacific ex. Japan (including Australia & New Zealand) region.


FUND FACTS:
LAUNCHED FUND SIZE ANNUAL CHARGE FUND MANAGER
 30/11/2005 £131.8 million   1.5% Jason Pidcock 

FUND PERFORMANCE: To 31st August
0-12m 12-24m 24-36m 36-48m 48-60m
 -4.47% +27.72%   - - - - - -  - - - 



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