Sectors

Investing in the shares of larger quoted Asia Pacific companies for both capital growth and income

Asia Pacific income

Usually these funds will:

  • have over 80% invested in Asia Pacific shares;
  • less than 80% in any single geographic area;
  • an investment objective/policy to generate majority of returns from both capital growth and income;
  • a majority of equity investments in medium to giant cap companies;
  • no more than 7%% of expenses allocated to either capital or revenue account;
  • the outcome of any income paying strategy may be as a result of the board’s actions rather than the underlying stock characteristics;
  • a portfolio or dividend yield above the average market yield; and
  • an Asia Pacific benchmark.