| Asset Group | Asset Sub-Group | Investment Category |
| Equities | Asian equities | Core |
Why we recommend itManager David Gait is an experienced investor with more than 20 years at the firm and he has led this all-cap strategy since 2005. He is part of a 14-person team that forms the Sustainable Funds Group. The strategy employs a bottom-up, benchmark-agnostic, and long-term approach that looks for high-quality companies with sustainable and predictable businesses. There is a clear focus on management quality. The portfolio has 30-60 stocks, bearing little resemblance to the MSCI All Country Asia Pacific ex Japan Index. A preference for franchises with durable business models, high-integrity management teams, and limited regulatory/political oversight leads to a persistent overweighting in India at the expense of China and not surprisingly often lumpy performance relative to the benchmark. There are also biases down the market-cap scale, towards the growth style and especially to quality metrics. Opinion Overall, the experience of the manager, team support and the time-tested process are likely to make it a long-term winner. Â The fund is more expensive than peers: The investment trust levies annual ongoing charges of 1.14%. Sustainability criteriaMorningstar Sustainable Attribute: This fund is considered a sustainable investment product based on its prospectus or other regulatory filings. As a General ESG Investment, the fund uses ESG criteria as a central part of the security-selection and portfolio-construction process. These strategies endeavour to promote sustainability and minimize negative impact, without focusing on a specific theme or area of action. | ||
| Information and data compiled to March 2023. | ||
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The information we provide in the ACE 40 investments list does not constitute a "personal recommendation". You should ensure that any investment decisions you make are suitable for your personal circumstances and that the ethical style of the investment reflects your personal beliefs.
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