Bestinvest says
This fund has a wide remit allowing it to invest across the Asia Pacific region including Australia and India, although not Japan. However, performance has been mixed and in addition the arrival of Gartmore's Asia & Emerging markets teams in 2011, following Henderson's acquisition of Gartmore, may unsettle team culture. Therefore we suggest that investors consider our recommended fund within the Asia Pacific Excluding Japan sector. Note this open-ended fund is similar to the London-listed closed-ended investment trust, Henderson TR Pacific IT, run by the same managers.
The fund is managed in a top down style (assessing the global economic climate) with an emphasis on large companies closely aligned with the core stock list.
With team members in both Singapore and London, the fund benefits from a global perspective and from 'on the ground' research. The team make frequent trips to the region with many companies now also presenting in the UK. In terms of individual company research, growth companies are typically sought, that is companies with unexpected earnings growth.
Although the use of Global thematic influences is still quite rare in an Asian fund, the team have used this approach with some success in the past