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Thames River... funds

ALLIANCE TRUST ASIA PACIFIC EQUITY A - Fund overview

No Bestinvest rating
Find rated asia pacific excluding japan funds


Overview of ALLIANCE TRUST ASIA PACIFIC EQUITY A

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. ALLIANCE TRUST ASIA PACIFIC EQUITY A does not fall into either of these categories at present.

Standard Initial Charge

5.00% 2.00%

Invest via Bestinvest

to save 3.00%

Fund summary

Sector  Asia Pacific Excluding Japan
Product type  OEIC
Launched  October, 2010
Size  £48m
Yield 1.2%
Charging basis  Income
Dividends paid  Acc units only.
Bid price(inc) 88.40p
Bid price(acc) 89.43p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 2.00%
Additional bid/offer spread 0.00%
Annual management charge 1.25%
Total expense ratio 1.55%
Reduction in yield (10yr) 1.75%

Bestinvest says


No information available.

Portfolio

alliance trust asia pacific equity a asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash
alliance trust asia pacific equity a equity geographic illustration
Allocation Proportion
UK
Europe
Nth America
Japan
Pacific 88%
Other Equity 12%
alliance trust asia pacific equity a equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The fund's objective is to achieve long term capital growth by investing in a focused range of Asia Pacific (ex-Japan) securities, including securities of Asia Pacific companies which may be listed outside Asia.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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