Please note that tax, investment, pension and ISA rules can change and the information and any views contained in this article may now be inaccurate.
Best performing Asian funds and investment trusts
In response to a reader request, Shares will publish performance tables each week for the main categories of funds and investment trusts, starting with a look at the Asian market.
While readers should always appreciate that what’s done well in the past won’t necessarily keep winning in the future, studying performance tables can help to spot funds and trusts that have been doing something right.
The tables have been ranked by five-year performance as it is important to judge funds on a longer-term track record rather than recent gains or losses. However, the figures for one, three and 10-year performance have been included for context.
Over the five-year period, the benchmark index – MSCI Asia Pacific excluding Japan index – returned 54.6% including dividends. In comparison, Baillie Gifford Pacific Fund (0606323) achieved more than three times this return at 170.1%.
‘Asia is facing a period of change. We look to embrace the opportunities afforded by this change, by investing in companies disrupting the existing order,’ says the fund’s asset manager.