Search Follow us

Invesco Asia Trust (IAT)

Business description

The investment objective of Invesco Asia Trust is to provide long-term capital growth by investing in a diversified portfolio of Asian (defined primarily as China, Hong Kong, India, Malaysia, Singapore, South Korea, Taiwan, Thailand) and Australasian companies. The company aims to achieve growth in its net asset value in excess of the MSCI All Countries Asia-Pacific ex-Japan Index, measured in sterling.

Stock data

Market cap.£195.4m
Last close275.50p
High / Low (52 weeks)310.5p / 269.0p
Stock market listingLN
Forecast net debt (m)N/A
Forecast gearing ratio (%)N/A
TeamInvestment Companies
SectorInvestment Companies

Other companies in sector Show

Aberdeen New Dawn Investment Trust Aberdeen New Thai Investment Trust
Aberdeen Private Equity Fund Aberdeen UK Tracker Trust
AcenciA Debt Strategies Acorn Income Fund
Adamas Finance Asia Alliance Trust
Altamir SCA Amphion Innovations
Aurelius Bailador Tech Investments
Bankers Investment Trust (The) BB Biotech
BioPharma Credit BlackRock Greater Europe Investment Trust
BlackRock Hedge Selector BlackRock Latin American Inv. Trust
British Portfolio Trust Brunner Investment Trust (The)
Canadian General Investments Carador Income Fund
CFP Sanford DeLand Free Spirit Fund. Charles Stanley
City Natural Resources Conversus Capital
CQS Rig Finance Fund CVC Credit Partners European Opps
Detour Gold Deutsche Beteiligungs
Dexion Commodities Diverse Income Trust (The)
DouglasBay Capital Dunedin Enterprise Investment Trust
DW Catalyst Fund Edinburgh Worldwide Investment Trust (The)
European Assets Trust European Investment Trust (The)
F&C Managed Portfolio Income F&C Managed Portfolio Trust
F&C US Smaller Companies Fidelity China Special Situations
Fidelity European Values Finsbury Growth & Income Trust
Foreign & Colonial Investment Trust Gartmore Growth Opportunities
Gartmore Irish Growth Fund Geiger Counter Limited
Genesis Emerging Markets Fund GLI Alternative Finance
Global Resources Investment Trust Golden Prospect Precious Metals
Gulf Investment Fund Hansa Trust (HAN)
HarbourVest Global Private Equity HarbourVest Senior Loans Europe
HBM Healthcare Investments Heliad Equity Partners
Henderson Alternative Strategies Trust Henderson Far East Income
Henderson Global Trust Henderson Global Trust
Henderson International Income Trust Heptagon
HSBC Infrastructure Company Infrastructure India
International Biotechnology Trust Invesco Income Growth Trust
Is Private Equity JP Morgan Private Equity Limited
JPMorgan Brazil Investment Trust JPMorgan European Smaller Companies Trust
JPMorgan Global Convertibles Income Fund JPMorgan Global Growth & Income
JPMorgan Indian Investment Trust Jupiter Green Investment Trust
Jupiter UK Growth Investment Trust Jupiter US Smaller Companies
JZ Capital Partners Limited Lazard World Trust Fund
Leaf Clean Energy Company LMS Capital
Lowland Investment Company LPEQ
Marble Point Loan Financing Martin Currie Asia Unconstrained Trust
Martin Currie Global Portfolio Trust Middlefield Canadian Income
Miton Global Opportunities Miton Income Opportunities Trust
New City Energy Ocean Wilsons Holdings
Odyssean Investment Trust Pacific Assets Trust
Phaunos Timber Fund Polar Capital Global Healthcare Trust
Princess Private Equity Holding PXP Vietnam Fund
Rathbone Brothers RENN Universal Growth Investment Trust
Schroder AsiaPacific Fund Schroder Global Real Estate Securities
ScotGems Scottish Oriental Smaller Companies
Securities Trust of Scotland Seneca Global Income & Growth Trust
Sigma Capital Group Standard Life Equity Income Trust
Standard Life Investments Property Income Trust Standard Life Private Equity Trust
Standard Life UK Smaller Companies Strategic Equity Capital
Taiwan Fund (The) Templeton Emerging Markets Investment Trust
Tetragon Financial Group The Biotech Growth Trust
The Law Debenture Corporation The Merchants Trust
The North American Income Trust The Scottish Investment Trust
Tiso Blackstar Group TR European Growth Trust
UK Commercial Property REIT Utilico Emerging Markets
Vietnam Enterprise Investments Vietnam Holding Asset Management
Vietnam Infrastructure Fund VinaCapital Vietnam Opportunity Fund
VinaLand Vision Opportunity China Fund
WAM Active WAM Capital
WAM Research Witan Investment Trust
Witan Pacific Investment Trust Worldwide Healthcare Trust
YFM Equity Partners

Company news

Investment summary

Invesco Asia Trust (IAT) aims to provide attractive long-term capital growth through investing in a diversified portfolio of Asian and Australasian equities. With few investment constraints, the relatively concentrated portfolio of 50-60 stocks is a reflection of the manager’s highest conviction ideas, driven primarily by bottom-up considerations. IAT has a solid long-term track record and its NAV total return has outperformed the benchmark over three, five and 10 years. Asian equities have performed strongly over the past two years, leaving valuations above the historic average. However, they remain at a meaningful discount to global equities, and the manager continues to find attractive long-term investment ideas.

Last updated on 23/03/2018

Latest video

Executive interview - Invesco Asia

Key management

Carol Ferguson, Chairman
Ian Hargreaves, Fund manager

Company address

30 Finsbury Square
London
EC2A 1AG
United Kingdom
View website