Asian Discretionary Portfolio

Our Asian Discretionary Portfolio offers you the opportunity to take advantage of the rapid economic growth of this dynamic region. It allows you invest in companies that should benefit from the booming economies in China, India and the surrounding Asian countries (excluding Japan), without the challenges associated with investing in the markets directly.

We base our per-country allocation on the size of the economy, the current account position, company earnings growth and the ratio of price to earnings across the market. After analysing these findings, we choose sectors that we think will outperform overall GDP growth. Our stock selection is guided by thorough bottom-up company analysis and all purchases are supported by written recommendations.

The portfolio’s cash allocation ranges from zero to a maximum of 30%. By targeting returns through disciplined investment, we aim to outperform the MSCI Asia Index (excluding Japan) by 5% annually. As you’d expect, we aim to minimise your risk by investing in a range of companies and countries, allowing you to accumulate a diverse portfolio of Asian stocks with minimal effort.