Phoenix Wealth Abrdn Asia Pacific Equity S4Register to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 23.7 | -2.7 | -9.9 | -8.6 | 2.4 | |
+/-Sector | 4.4 | -3.2 | -3.4 | -6.8 | -0.7 | |
Sector: Asia Pacific excl. Japan Equities (Pen) |
Key Stats | ||
NAV 28/05/2024 | GBX 431.50 | |
Day Change | 0.23% | |
ABI Sector | Asia Pacific excl. Japan Equities (Pen) | |
ISIN | GB00B4MV6F53 | |
Fund Size (Mil) 28/05/2024 | GBP 817.88 | |
Share Class Size (Mil) 29/05/2024 | GBP 130.09 | |
Stakeholder | No | |
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This rating and report were issued for the underlying fund and not the insurance product. Fees of insurance products may be higher, which can negatively impact returns. Insurance products may also hold cash outside the underlying fund, which can strongly affect performance. |
Investment Objective: Phoenix Wealth Abrdn Asia Pacific Equity S4 |
To generate growth over the long term (5 years or more) by investing in Asia Pacific, excluding Japan equities (company shares). The fund invests at least 70% in equities and equity related securities of companies listed, incorporated or domiciled in Asia Pacific excluding Japan countries, or companies that derive a significant proportion of their revenues or profits or have a significant proportion of their assets there. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Pruksa Iamthongthong 13/08/2007 | ||
Flavia Cheong 01/08/1996 | ||
Click here to see others | ||
Inception Date 30/12/2009 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI AC Asia Pac Ex JPN+3% NR GBP | Morningstar APAC xJpn TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Phoenix Wealth Abrdn Asia Pacific Equity S4 | 30/04/2024 |
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Top 5 Holdings | Sector | % |
Taiwan Semiconductor Manufacturi... | Technology | 9.87 |
Samsung Electncs Co | Technology | 7.32 |
Tencent Holdings Ltd | Communication Services | 5.97 |
AIA Group Ltd | Financial Services | 4.07 |
CSL Ltd | Healthcare | 3.53 |
Increase Decrease New since last portfolio | ||
Phoenix Wealth Abrdn Asia Pacific Equity S4 |