Tap into Asian growth tax-free - ISA investment in the Investo Perpetual Asian Fund
The Invesco Perpetual Asian Fund offers an attractive opportunity to tap into the strong growth promised by undervalued stocks in the so-called ‘emerging market’ countries of Asia – focusing on Hong Kong, Korea, Australia, China, Taiwan and India.
The investment fund manager Stuart Parks summed up the current keystones of his investment philosophy: “Stocks cover a number of market sectors, including food and beverages and household and personal products. In our view, these groups will experience sustainable growth as living standards and incomes rise.
“We also favour real estate companies, as house prices in general remain affordable and these businesses are likely to be major beneficiaries of China’s increasing urbanisation.”
Investment in the Invesco Perpetual Asian Fund is available within an Individual Savings Account (ISA) and is featured as one of the Top 5 OnePlan ISA funds, together with the First State Global Emerging Markets fund, the M & G Recovery Fund, the Cazenove European Fund, and the Threadneedle UK Equity Income fund.
Funds data and ratings for the Invesco Perpetual Asian Fund
The Invesco Perpetual Asian Fund has an ‘AA’ rating from S&P, an ‘A’ rating from OBSR and a ‘AA’ rating from Citywire.
Launched in February 1990, the investment fund is managed by Stuart Parks, who has 25 years of investment experience. Stuart joined Invesco Perpetual in 1994, having previously worked at GAN (France) and London Life. Stuart has managed the Invesco Perpetual Asian Fund since January 2005.
The Invesco Perpetual Asian Fund currently has £557.41m in funds under management.
The investment fund seeks out companies in its chosen markets with quality management, strong balance sheets, good cashflow and barriers to entry.
The Invesco Perpetual Asian Fund generally holds 70-120 individual investments, with holdings rarely exceeding 5%.
The Invesco Perpetual Asian Fund – Prime Markets
In June 2010, the Invesco Perpetual Asian Fund’s principle country focus was: Hong Kong (26.2%), Korea (16.4%), Australia (12.2%), China (12.2%), Taiwan (11%), and India (8.0%).
The Invesco Perpetual Asian Fund – Prime Sectors
In June 2010 the primary holdings in the Invesco Perpetual Asian Fund were Samsung, Jardine Mathieson, China Insurance, Taiwan Semiconductor, Wharf, Hutchison Whampoa, QBE Insurance, Arrow Energy, Bank of China H, and Jardine Strategic.
Would you like further information on the Invesco Perpetual Asian Fund ? Make an investment enquiry or ring freephone 0800 678 5929 now.
