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Discover the collectives with eyes on the East which have delivered year after year
Thursday 09 Dec 2021 Author: Tom Sieber

Consistency in performance is a very useful quality for a fund or investment trust to have, as this translates into the kind of steady returns which can really boost investors’ wealth.

Shares has screened the funds and trusts universe to identify Asian-focused collectives which have been top quartile performers across three, five and 10 years.

Quartile rankings are used to compare returns of funds in the same category. If a given fund category has 100 funds, each quartile will be made up of 25 funds. And the 25 funds with the highest returns will belong to the top or first quartile, while the next best 25 funds will inhabit the second quartile and so on.

Baillie Gifford Pacific (0606323) has the standout performance among the open-ended funds. Fellow Baillie Gifford product Pacific Horizon Investment Trust (PHI), which pursues the same strategy, is the dominant name in the trusts space.

Both are managed by Roderick Snell with a focus on growth companies and stock picking to deliver returns. The active share of the trust’s portfolio, or in other words how much it deviates from the benchmark, was 93% as at the end of October 2021.

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