Smith & Williamson Oriental Growth B

Fund

Fund Info

  • Yield History1.85%
  • 3 Year sharpe0.83
  • 3 Year alpha-0.86
  • Distribution Typeaccumulation
  • BenchmarkMSCI AC Asia Pac Ex JPN PR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.86%
  • SectorAsia Pacific Excluding Japan
  • Manager GroupSmith & Williamson
  • DomicileUnited Kingdom
  • ISINGB00B5448K84

Investment Strategy

Investment Objective The Fund aims to achieve long-term capital growth through investment in the markets of the Asia and Pacific region, excluding Japan but including Australasia. Investment Policy The Fund will invest in companies quoted on the stock exchanges of the Asia and Pacific Basin region, excluding Japan but including Australasia, that the Investment Manager believes will become market leaders of the future. From time to time, depending on market conditions, the Fund may invest in other transferable securities, money market instruments, deposits, collective investment schemes and warrants. Derivative and forward transactions may be used by the Fund solely for the purposes of Hedging.