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INVESTEC ASIA EX JAPAN I - Fund overview

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Find rated asia pacific excluding japan funds


Overview of INVESTEC ASIA EX JAPAN I

An Asia ex Japan fund that uses a quantitative investment process (a '4 factor model') developed by Investec. The process selects companies that are able to increase their cash flow and where the company is undervalued compared to its intrinsic value. It looks to identify situations where investors' anchoring and overconfidence leads to price discrepancies that can be exploited.

Standard Initial Charge

4.50% 

Fund summary

Sector  Asia Pacific Excluding Japan
Product type  OEIC
Launched  June, 2007
Size  £266m
Yield 1.7%
Charging basis  –
Dividends paid  –
Bid price 144.59p

Fund Charges

Standard Initial charge 4.50%
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 0.75%
Total expense ratio 1.04%
Reduction in yield (10yr) 1.04%

Bestinvest says


No information available.

Portfolio

investec asia ex japan i  asset allocation illustration
Allocation Proportion
Equity 97%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 3%
investec asia ex japan i  equity geographic illustration
Allocation Proportion
UK 0%
Europe 0%
Nth America 0%
Japan 0%
Pacific 88%
Other Equity 12%
investec asia ex japan i  equity capitalisation illustration
Allocation Proportion
Large Caps 71%
Mid Caps 29%
Small Caps 0%

Investment process


The fund is looking to achieve capital growth by investing in equities in Asia including Australasia and excluding Japan.
The fund uses Investec's quantitative '4 Factor Model' which identifies stocks that score well on the following 4 factors: strategy, valuations, dynamics and technicals. Once these stocks are flagged, the fund manager evaluates them in more detail. Stocks with a high score are generally good buy candidates, while stocks with a lower score are generally viewed as sells.

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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