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Asian exposure
Joe 90
Posted: 14 March 2018 08:03:36(UTC)
#1

Joined: 14/01/2018(UTC)
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My portfolio comprises Fundsmith Gloal Equity, FTSE 250 tracker, global index tracker and UK smaller companies. I feel that I need some exposure to China and the Far East. I am looking at a 10 year time horizon.

I use iWeb which doesn’t give me access to Lindsell Train unfortunately.

I’m thinking of a low-cost Asian tracker, and maybe something managed, for next year’s ISA.

Thoughts anyone?

E.L.Wisty
Posted: 14 March 2018 08:30:08(UTC)
#2

Joined: 28/02/2014(UTC)
Posts: 1

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VAPX or EMIM. China A shares will be added to the MSCI index in June
1 user thanked E.L.Wisty for this post.
Joe 90 on 14/03/2018(UTC)
King Lodos
Posted: 14 March 2018 08:36:05(UTC)
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Joined: 05/01/2016(UTC)
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I've quite liked Baillie Gifford Pacific for a while .. It's benefiting from Baillie Gifford's growth/momentum style.

And I pair that with Vanguard Emerging Mkts Index, as I think the Baillie Gifford approach could go out of fashion at some point, and it's not a space where it's easy to trade in and out of funds profitably.

But I've not been able to find an ideal investment since Angus Tulloch left Asia Pacific Leaders .. I think I'd stick with the Vanguard index as a buy-and-forget option .. Asia Pacific trackers often leave out China .. But worth warning Trump's recent appointments could signal the start of a trade war with China, which might not be great for Asia
3 users thanked King Lodos for this post.
Joe 90 on 14/03/2018(UTC), antigricer on 18/03/2018(UTC), Richard_L on 18/03/2018(UTC)
Keith Cobby
Posted: 14 March 2018 10:17:59(UTC)
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Joined: 07/03/2012(UTC)
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My core holdings are Pacific Horizon and Henderson Far East Income.
3 users thanked Keith Cobby for this post.
Mickey on 14/03/2018(UTC), Joe 90 on 14/03/2018(UTC), antigricer on 18/03/2018(UTC)
Jeff Liddiard
Posted: 14 March 2018 13:09:56(UTC)
#5

Joined: 20/01/2012(UTC)
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Joe 90;58689 wrote:
My portfolio comprises Fundsmith Gloal Equity, FTSE 250 tracker, global index tracker and UK smaller companies. I feel that I need some exposure to China and the Far East. I am looking at a 10 year time horizon.

I use iWeb which doesn’t give me access to Lindsell Train unfortunately.

I’m thinking of a low-cost Asian tracker, and maybe something managed, for next year’s ISA.

Thoughts anyone?



I'm also with iWeb and I'm considering buying Lindsell Train Global Equity direct as it would be for the long term. I'd really prefer to have everything together with iWeb but as they don't offer it I have no choice apart from going with another platform.
1 user thanked Jeff Liddiard for this post.
Joe 90 on 14/03/2018(UTC)
timothyskinner
Posted: 15 March 2018 16:00:03(UTC)
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Joined: 13/01/2012(UTC)
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Smaller companies trusts should outperform on upswing that has started...
1 user thanked timothyskinner for this post.
Joe 90 on 17/03/2018(UTC)
Tyrion Lannister
Posted: 16 March 2018 19:31:38(UTC)
#7

Joined: 03/03/2017(UTC)
Posts: 295

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Joe, have you considered FAS?
1 user thanked Tyrion Lannister for this post.
Joe 90 on 17/03/2018(UTC)
Tom Bards
Posted: 18 March 2018 13:58:08(UTC)
#8

Joined: 28/06/2017(UTC)
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BG Japanese Smaller Companies
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Joe 90 on 18/03/2018(UTC)
MIKE I
Posted: 18 March 2018 14:58:17(UTC)
#9

Joined: 18/03/2018(UTC)
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Thanks: 1 times
There are several A share ETF traded on the Hong Kong exchange (same time zone as China). They are large and liquid e.g. CSOP A50 ETF 02822.HK; 02823.HK; CAM CSI300
03188.HK

HK $ is fixed to US$ so the ETF price will vary according to the yuan exchange rate (Chinese currency has been strong over last 12 months)

You may also consider funds managed by Value Partners - they have a lot of experience and expertise in China and a good track record
Jim S
Posted: 18 March 2018 17:23:38(UTC)
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Joined: 08/12/2016(UTC)
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For Japan I bought AJG, but its discount has narrowed so nowadays I would go for Legg Mason Japan. It has an amazing track record, but with an OEIC you avoid the premium you'd pay for excellent ITs with similar track records (such as BGS).

For China, ITs are still at a nice discount, I would go FCSS which avoids banks and focusses on domestic consumption. Look for its 12.88% discount widening further on trade war fears, that might give you a good entry point.

For India I have Kotak India Midcap which is good, but if I was buying today I might go for India Capital Growth (14.2% disc).

For a general Asia Pacific fund, you cant really go wrong with Baillie Gifford, either PHI which is still at 5% disc, or their Asia Pacific OEIC fund. Hermes are good too.
3 users thanked Jim S for this post.
gillyann on 18/03/2018(UTC), MIKE I on 19/03/2018(UTC), Tim D on 19/03/2018(UTC)
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