abrdn New Dawn (formerly Aberdeen New Dawn) aims to provide shareholders with a high level of capital growth through equity investment in the Asia Pacific countries, excluding Japan. ABD holds a diversified portfolio of securities in quoted companies spread across a range of industries and economies. ABD is benchmarked against the MSCI All Countries Asia Pacific ex Japan Index (in sterling terms).
We have written notes that explain how the fund works:
- “Market setback creates opportunities“, published October 2018, ABD’s manager capitalises off weakness in Asian markets with strong outperformance
- “Moving up the league table” published 8 July 2019, highlighted the trust’s 30-year track record
- “Illuminating value” published on 7 February 2020, highlighted the trust’s good performance relative to its benchmark
- “COVID positive” published on 20 August 2020, focused on the manager’s deft handling of the COVID-19 market panic
- “An ESG-leader in Asian equities” published 18 March 2021
- “Caution wins out in the end” published 4 November 2021
- “Over the trough?“, published on 7 June 2022 looks at the position following a period of weakness in Asian equities
- “A quality captain for a troubled pacific“, published on 13 February 2023, looks at the trust’s returns against a volatile backdrop
You can access the manager’s website here
You can view our interviews with the company’s Fund Managers below:
20th May 2022: James Thom – Weekly Show